John T. Bannen, Partner

Publications and Presentations

Newsletter
John T. BannenJohn T. Bannen
Getting Your Estate Organized: Thirty (or so) Documents You Should Have For Your Spouse, Your Power of Attorney, or Your ExecutorEstate, Trust, & Wealth Preservation AlertJohn T. BannenHaving your estate information well-organized can save your family and heirs thousands of dollars in legal, accounting, and administration expenses. Having this information available to your health care and financial power of attorney in the event of a disability would... Read More
Presentation "Minor Beneficiaries of IRAs and Qualified Plans: How Might the Uniform Transfers to Minors Act (UTMA) Be of Assistance" American College of Trusts and Estates Employee Benefits Committee By John T. Bannen
Presentation "Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)" American College of Trusts and Estates Employee Benefits Committee By John T. Bannen
Presentation "A Retirement Template Suitable for Baby Boomers and Others Who Will Retire Someday" Milwaukee Bar Association, Probate Practice and Procedure Section By John T. Bannen
Presentation “IRA and Qualified Plan Issues and Trends in Estate Planning: The New Planning Frontier" Presentation for Northwestern Mutual Life National Advanced Estate Planning School By John T. Bannen
Article “Estate Planning for S Corporations: Knowing where to put your feet when crossing the stream” Trusts & Estates magazine Co-author
Article “Baby Boomer Retirement Issues: What a Lawyer Should Know" 34th Annual Estate Planning Update, State Bar of Wisconsin John T. Bannen
Article "Charitable Distribution Trusts to the Rescue" Trusts & Estates magazine John T. Bannen
Presentation "Life Insurance Products and Planning for 2012: What is Hot and What is Not" Agent's Professional Designation Luncheon at the 2012 Annual Northwestern Mutual Life Agents' Convention John T. Bannen
Article "Partial Tax-free Exchanges" Trusts & Estates magazine John T. Bannen, Kristin A. Occhetti
Presentation "Using Charitable Distribution Trusts to Simplify IRA Charitable Contributions at Death" Partnership for Philanthropic Planning of Eastern Wisconsin John T. Bannen
Presentation "Fun Things You Can Do With the New IRS Life insurance and Annuity Partial Tax-Free Exchange Rules" American College of Trust and Estate Counsel annual meeting to the Committee on Employee Benefits in Estate Planning John T. Bannen
Presentation "Longevity Annuities Catch a Break; Exemption from Certain IRA Required Minimum Distribution Rules" American College of Trust and Estate Counsel annual meeting to the Committee on Employee Benefits in Estate Planning John T. Bannen
Presentation "Why Would Anyone Invest Their IRA Assets in an IRA Annuity? A Discussion of Annuity Company Guarantees" 2011 Midwinter Estate Planning Clinic John T. Bannen
Presentation "When I Was Young, I Thought I Would Live Forever, Now That I Am Old, I'm Afraid That I Will: A Discussion of Longevity Annuities and Their Place in Retirement Income Planning" American College of Trust and Estate Counsel Employee Benefit Committee Meeting John T. Bannen
Presentation "What to Do When Your Irrevocable Life Insurance Trust No Longer Says What You Want it To" Quarles & Brady LLP Associate Training John T. Bannen
Article "Health Savings Accounts: The New Asset on the Estate Planners' Checklist" Probate & Property John T. Bannen, Kristin A. Occhetti
Newsletter New Tax Provisions Trusts & Estates Update John T. Bannen, Kristin A. Occhetti
Presentation "Drafting Conduit Trust Language to Facilitate Inter-Generational IRA Transfers" Quarles & Brady Trust & Estate National Team Meeting John T. Bannen