Incorporating Tax Basis Planning in the Estate Plan

Date: Wednesday, March 7, 2018
Time: 5:00pm - 7:00pm
Location: University Club
Speaker: David Handler, P.C.

DAVID A. HANDLER will be presenting his analysis of lifetime transfers in this current era of estate tax law. His article on this topic was a winner of the Thought Leadership Award from Trust & Estates magazine for 2017. He is is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Mr. Handler is a fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished).

He is one of only 16 U.S. lawyers (as of 2015) ranked in “Band 1” by Chambers USA in the Wealth Management category, is listed in The Best Lawyers in America© (Trusts and Estates) and its 2016 Trusts and Estates “Chicago Lawyer of the Year”, in the Guide to the World’s Leading Trusts and Estates Practitioners, in Who’s Who Legal: Private Client, received the Austin Fleming Distinguished Service Award from the Chicago Estate Planning Council and was identified as one of the top 100 lawyers in Illinois in the 2006 list of “Illinois Super Lawyers.” Leading Lawyers Magazine has listed David as one of the “Top Ten Trust, Will & Estate” lawyers in Illinois as well as a “Top 100 Consumer” lawyer in Illinois. David was named a Trusts & Estates Trailblazer by The National Law Journal in 2016.

He is an Editorial Advisory Board Member of Trusts & Estates Magazine for which he has written the monthly “tax update” column for more than 10 years. Mr. Handler is a co-author of an e-book on estate planning, The Complete Estate Planning Sourcebook (published by Wolters Kluwer). He has authored many articles that have appeared in prominent estate planning and taxation journals, magazines and newsletters, including Lawyer’s Weekly, Trusts & Estates Magazine, Estate Planning Magazine, Journal of Taxation, Tax Management Estates, Gifts and Trusts Journal, The Chase Journal and RIA’s Estate Planner’s Alert. He is regularly interviewed for trade and news periodicals, including The Wall Street Journal, The New York Times, Lawyer’s Weekly, Registered Representative, Financial Advisor, Worth and Bloomberg Wealth Manager magazines.

Mr. Handler is a frequent lecturer at professional education seminars. Mr. Handler concentrates his practice on trust and estate planning and administration, representing owners of closely-held businesses, principals of private equity/venture capital/LBO funds, executives and families of significant wealth, and establishing and administering private foundations, public charities and other tax-exempt entities.

Menu:

Salad: Mixed Greens, Dried Cherries, Grape Tomatoes, Pine Nuts, Crumbled Blue, House Vinaigrette

Entrée: Beef Bourguignon w/ Whipped Yukon Potatoes, Heirloom Carrots and Crispy Leeks

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