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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

BREAKOUT

Tom Handler

Partner

A Deeper Dive Into Advanced Tax Planning: Impacts on the Exit and Transition

Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes,...

ABOUT TOM

Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Law, LLP, where he chairs the firm’s Advanced Planning & Family Office Practice Group.
His experience includes public accounting and corporate and foundation directorships. He is involved in Chicago Bar Association activities including its Taxation and Trust Law committees and has authored numerous professional articles. He has lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences. Mr. Handler created the Asset Protection Profile™ and Stealth Prenup™ in addition to other proprietary strategies for affluent families and family offices.
Mr. Handler has been named to the list of Top 15 wealth planners, Top 21 family office advisors and Top 100 Attorneys in the U.S. He’s been named one of the Top 50 advisors in the world to family offices and family businesses. He’s been named to Who’s Who in American Law, Who’s Who in America, Who’s Who in the World and Global Leading Lawyers. Illinois Leading Lawyers named Mr. Handler one of the Top Lawyers in the areas of Closely and Privately Held Business Law and Trust, Will and Estate Planning Law. He received the Family Wealth Alliance Thought Leadership Award in 2023 and their Lifetime Achievement Award in 2017 and the Private Asset Management Lifetime Achievement Award in 2021. He was named 2017 Private Client Lawyer of the Year and in 2016 won the Excellence in Estate Planning Award. In 2015, he was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year in addition to receiving the Michael J. Brink Wealth Industry Leadership Award for Lifetime Achievement.
He earned a Bachelor of Sciences in Accountancy degree from the University of Illinois at 
Urbana-Champaign and a Juris Doctor degree, Law Review, from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces, who has been quoted in the Wall Street Journal, Chicago Tribune, New York Times, Worth Magazine, Financial Times, Barron's, Christian Science Monitor, Family Office Review, Las Vegas Review- Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Report, Wealth Manager Magazine and other publications. He has appeared as an expert commentator on numerous radio and television programs

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