John Bannen
Practice Expertise
Areas of Practice
- University of Wisconsin-Milwaukee ...
WSG Practice Industries
Profile
John Bannen was a partner in the Estate, Trust & Wealth Preservation Group.
Bar Admissions
Wisconsin
Education
DePaul University College of Law (LL.M., 1989)
Marquette University Law School (J.D., 1976)
University of St. Thomas (B.A., 1973)
University of Wisconsin - Milwaukee (M.A.F.L.L., 2011)
University of Wisconsin - Milwaukee (2003)
Areas of Practice
- University of Wisconsin-Milwaukee (M.A.F.L.L., 2011)University of Wisconsin-Milwaukee (B.A., 2003)DePaul University College of Law (LL.M., 1989)Marquette University Law School (J.D., 1976)University of St. Thomas (B.A., 1973)
Professional Career
Articles
"A Brief Overview of the U.S. Department of Labor's Fiduciary Rule Regarding Investment of Retirement Assets"
"A Retirement Template Suitable for Baby Boomers and Others Who Will Retire Someday"
"ACTEC IRA Survey Best Practices - IRA Beneficiaries and Passage of IRA Assets at Death"
"Annual Exclusion Gifts that Keep on Giving: Instead of Cash to a Child, How About a Deposit into a Roth IRA Account?"
"Charitable Distribution Trusts to the Rescue"
"Creative and Engaging Ideas Regarding the Role of Life Insurance in Estate Planning"
"Drafting Conduit Trust Language to Facilitate Inter-Generational IRA Transfers"
"Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)"
"Fun Things You Can Do With the New IRS Life insurance and Annuity Partial Tax-Free Exchange Rules"
"Health Savings Accounts: The New Asset on the Estate Planners' Checklist"
"Keep Your IRA Healthy With an Annual Checkup"
"Legal lssues of the Aging: Medicare, Hospice Care, Health Care Powers of Attorney and Advanced Directives for End-of-Life lssues"
"Life Insurance Products and Planning for 2012: What is Hot and What is Not"
"Longevity Annuities Catch a Break; Exemption from Certain IRA Required Minimum Distribution Rules"
"Minor Beneficiaries of IRAs and Qualified Plans: How Might the Uniform Transfers to Minors Act (UTMA) Be of Assistance"
"Partial Tax-free Exchanges"
"The DSUE Coin Flip"
"Using Charitable Distribution Trusts to Simplify IRA Charitable Contributions at Death"
"What to Do When Your Irrevocable Life Insurance Trust No Longer Says What You Want it To"
"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"
"Why Would Anyone Invest Their IRA Assets in an IRA Annuity? A Discussion of Annuity Company Guarantees"
"Baby Boomer Retirement Issues: What a Lawyer Should Know"
"Estate Planning for S Corporations: Knowing where to put your feet when crossing the stream"
"IRA and Qualified Plan Issues and Trends in Estate Planning: The New Planning Frontier"
Coordinating HSA Contributions with the Commencement of Social Security Benefits; Beware of Unintended Consequences
Getting Your Estate Organized: Thirty (or so) Documents You Should Have For Your Spouse, Your Power of Attorney, or Your Executor
How Healthy is Your Life Insurance Policy?
Life Insurance Trusts - What to do in the Event of High Estate Tax Exemptions
Longevity Annuities In Retirement Planning - A Gamble That Might Pay Off Handsomely
New Tax Provisions
Recent Changes in Estate Tax Laws May Allow Many Clients to Simplify Their Estate Plans
Roth IRA Investment Fees: Pay Personally or Deduct From the IRA Account?
The Conundrum of Long-Term Care Insurance
Unwelcome Long Term Care Expenses Could Be a Gold Mine of Income Tax Deductions
"A Retirement Template Suitable for Baby Boomers and Others Who Will Retire Someday"
"ACTEC IRA Survey Best Practices - IRA Beneficiaries and Passage of IRA Assets at Death"
"Annual Exclusion Gifts that Keep on Giving: Instead of Cash to a Child, How About a Deposit into a Roth IRA Account?"
"Charitable Distribution Trusts to the Rescue"
"Creative and Engaging Ideas Regarding the Role of Life Insurance in Estate Planning"
"Drafting Conduit Trust Language to Facilitate Inter-Generational IRA Transfers"
"Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)"
"Fun Things You Can Do With the New IRS Life insurance and Annuity Partial Tax-Free Exchange Rules"
"Health Savings Accounts: The New Asset on the Estate Planners' Checklist"
"Keep Your IRA Healthy With an Annual Checkup"
"Legal lssues of the Aging: Medicare, Hospice Care, Health Care Powers of Attorney and Advanced Directives for End-of-Life lssues"
"Life Insurance Products and Planning for 2012: What is Hot and What is Not"
"Longevity Annuities Catch a Break; Exemption from Certain IRA Required Minimum Distribution Rules"
"Minor Beneficiaries of IRAs and Qualified Plans: How Might the Uniform Transfers to Minors Act (UTMA) Be of Assistance"
"Partial Tax-free Exchanges"
"The DSUE Coin Flip"
"Using Charitable Distribution Trusts to Simplify IRA Charitable Contributions at Death"
"What to Do When Your Irrevocable Life Insurance Trust No Longer Says What You Want it To"
"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"
"Why Would Anyone Invest Their IRA Assets in an IRA Annuity? A Discussion of Annuity Company Guarantees"
"Baby Boomer Retirement Issues: What a Lawyer Should Know"
"Estate Planning for S Corporations: Knowing where to put your feet when crossing the stream"
"IRA and Qualified Plan Issues and Trends in Estate Planning: The New Planning Frontier"
Coordinating HSA Contributions with the Commencement of Social Security Benefits; Beware of Unintended Consequences
Getting Your Estate Organized: Thirty (or so) Documents You Should Have For Your Spouse, Your Power of Attorney, or Your Executor
How Healthy is Your Life Insurance Policy?
Life Insurance Trusts - What to do in the Event of High Estate Tax Exemptions
Longevity Annuities In Retirement Planning - A Gamble That Might Pay Off Handsomely
New Tax Provisions
Recent Changes in Estate Tax Laws May Allow Many Clients to Simplify Their Estate Plans
Roth IRA Investment Fees: Pay Personally or Deduct From the IRA Account?
The Conundrum of Long-Term Care Insurance
Unwelcome Long Term Care Expenses Could Be a Gold Mine of Income Tax Deductions
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