12/11/18 – NewsletterLife Insurance Trusts - What to do in the Event of High Estate Tax ExemptionsEstate, Trust & Wealth Preservation Alert John T. Bannen 11/15/18 – Presentation"ACTEC IRA Survey Best Practices - IRA Beneficiaries and Passage of IRA Assets at Death"Waukesha County Estate Planning Counsel John T. Bannen 07/24/18 – Presentation"Creative and Engaging Ideas Regarding the Role of Life Insurance in Estate Planning"National Northwestern Mutual Life Annual Convention: Professional Growth Association Luncheon By John T. Bannen
10/25/17 – NewsletterRoth IRA Investment Fees: Pay Personally or Deduct From the IRA Account?Estate, Trust & Wealth Preservation Alert John T. Bannen 10/04/17 – Presentation"Legal lssues of the Aging: Medicare, Hospice Care, Health Care Powers of Attorney and Advanced Directives for End-of-Life lssues"Quarles & Brady LLP Group Meeting By John T. Bannen 09/06/17 – Article"Keep Your IRA Healthy With an Annual Checkup"Quarles & Brady LLP Estate, Trust & Wealth Preservation Meeting By John T. Bannen 03/10/17 – Presentation"A Brief Overview of the U.S. Department of Labor’s Fiduciary Rule Regarding Investment of Retirement Assets"American College of Trusts and Estates Employee Benefits Committee By John T. Bannen 10/26/16 – NewsletterUnwelcome Long Term Care Expenses Could Be a Gold Mine of Income Tax DeductionsEstate, Trust, & Wealth Preservation Alert John T. Bannen 01/28/16 – NewsletterGetting Your Estate Organized: Thirty (or so) Documents You Should Have For Your Spouse, Your Power of Attorney, or Your ExecutorEstate, Trust, & Wealth Preservation Alert John T. Bannen 11/06/14 – NewsletterLongevity Annuities In Retirement Planning - A Gamble That Might Pay Off HandsomelyTrusts & Estates Law Alert John T. Bannen 10/22/14 – Newsletter"Annual Exclusion Gifts that Keep on Giving: Instead of Cash to a Child, How About a Deposit into a Roth IRA Account?"Trusts, Estates and Wealth Preservation Law Alert John T. Bannen 10/18/14 – Presentation"Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)"American College of Trusts and Estates Employee Benefits Committee By John T. Bannen 10/18/14 – 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 10/01/14 – 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 08/01/14 – Article"The DSUE Coin Flip"Trusts & Estates By Kristin A. Occhetti, John T. Bannen 07/14/14 – NewsletterThe Conundrum of Long-Term Care InsuranceTrusts & Estates Law Alert John T. Bannen 05/20/14 – 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 04/01/14 – Article“Estate Planning for S Corporations: Knowing where to put your feet when crossing the stream”Trusts & Estates magazine Co-author 01/17/14 – NewsletterRecent Changes in Estate Tax Laws May Allow Many Clients to Simplify Their Estate PlansEstate, Trust and Wealth Preservation Law Alert John T. Bannen 11/15/13 – Article“Baby Boomer Retirement Issues: What a Lawyer Should Know"34th Annual Estate Planning Update, State Bar of Wisconsin John T. Bannen 08/15/13 – NewsletterHow Healthy is Your Life Insurance Policy?Trusts & Estates Law Update John T. Bannen 10/01/12 – Article"Charitable Distribution Trusts to the Rescue"Trusts & Estates magazine John T. Bannen 07/24/12 – 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 07/01/12 – Article"Partial Tax-free Exchanges"Trusts & Estates magazine John T. Bannen, Kristin A. Occhetti 01/01/12 – Presentation"Using Charitable Distribution Trusts to Simplify IRA Charitable Contributions at Death"Partnership for Philanthropic Planning of Eastern Wisconsin John T. Bannen 01/01/12 – 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 01/01/12 – 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 01/01/11 – 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
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