Estate, Trust & Wealth Preservation

Publications

Article "Enforcing Unfulfilled Pledges" Planned Giving Today By Kirk A. Hoopingarner
Article “Baby Boomer Retirement Issues: What a Lawyer Should Know" 34th Annual Estate Planning Update, State Bar of Wisconsin John T. Bannen
Article “Deathbed Planning: What You Can Do This Side of Paradise” Wisconsin Lawyer Amalia L. Todryk, Kathryn A. Muldoon
Presentation "Estate Planning for QSSTs and ESBTs" Milwaukee Estate Planning Forum Amalia L. Todryk, Noleta L. Jansen
Article "A Bequest Administration Primer: Part I and Part II" Planned Giving Today By Kirk A. Hoopingarner
Presentation "How to Keep Your Donors in Tune with the New Tax Legislation" Chicago Council on Planned Giving Annual Symposium By Kirk A. Hoopingarner
Presentation "Charitable Planning Methods and What They Mean for Your Clients" Illinois CPA Estate and Gift Tax Conference By Kirk A. Hoopingarner
Article "World's Best Grandparents: Establishing Trusts for Future Generations, Naples Daily News Estate Planning Supplement Alicia L. Taylor
Presentation "Estate Tax Portability" Midwinter Estate Planning Conference Kathryn A. Muldoon
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 "Valuation Discounts through the Eyes of the IRS and, More Importantly, the Federal Courts" Milwaukee Estate Planning Forum Co-Presenter
Presentation "Ten Things Not to Miss in Charitable Planning" Tampa Bay Community Foundation By Kirk A. Hoopingarner
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 "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 "Using Charitable Distribution Trusts to Simplify IRA Charitable Contributions at Death" Partnership for Philanthropic Planning of Eastern Wisconsin John T. Bannen
Article "Estate Administration" Wisconsin Practice Series: Methods of Practice, Chapter 22, 5th Edition, Thomson/West Contributing Author
Presentation "Guardianship for Developmentally Disabled Young Adults: Basics and Resources”
Article "Opportunities, Challenges Exist for Estate Planning" Chicago Daily Law Bulletin Michele K. Malis
Article "Lowering Values: The Federal Estate Tax and the American Farmer" University of Florida Journal of Law and Public Policy, vol. 22, p. 183 Alicia L. Taylor
Presentation "Ten Things Not to Miss in Charitable Planning" Greater North Shore Estate & Financial Planning Council By Kirk A. Hoopingarner
Presentation "Impact of Federal and State Estate Tax Reform on Charitable Giving" Associate Member Peer Exchange of Donors Forum By Kirk A. Hoopingarner
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
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
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