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 (B.A., 2003)

• "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"
• 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
• “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"