John T. Bannen, Partner

Publications and Presentations

Newsletter
John T. BannenJohn T. Bannen
Coordinating HSA Contributions with the Commencement of Social Security Benefits; Beware of Unintended ConsequencesEstate, Trust & Wealth Preservation Client AlertJohn T. BannenHigh deductible health insurance plans with the resulting availability of a sizeable, above-the-line, income tax deduction for contributions to a Health Savings Account (HSA) have become an attractive option for insureds, some of whom continue group employer health insurance even... Read More
Presentation "ACTEC IRA Survey Best Practices - IRA Beneficiaries and Passage of IRA Assets at Death" Waukesha County Estate Planning Counsel John T. Bannen
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
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
Presentation "Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)" American College of Trusts and Estates Employee Benefits Committee By John T. Bannen
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 "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 "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 "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 "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 "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