FOR INFORMATION CONTACT:
Michelle MacGrath (414) 277-5272
MILWAUKEE, Wis. – The law firm of Quarles & Brady LLP today announced that partner John T. Bannen authored a study entitled “Planning for Distributions from Qualified Plans, IRAs and Tax Sheltered Annuities.” The study was developed for the Northwestern Mutual Life Insurance Company.
The study explains the options people have available to them to plan for retirement. Various distribution methods detailing how money from retirement investments can be dispensed to the retiree and his/her surviving spouse are also discussed. In addition, the study explains the formulas used to determine how much money would be dispensed each month based on the age of retirement.
Bannen concentrates his law practice in the areas of estate planning/probate, employee benefits and taxation. His experience includes drafting wills and trusts; planning for retirement; planning to help with the transition of property to spouses and children upon death; reviewing life insurance and annuity needs and settling disputes among family members relating to wills; and more.
He earned his bachelor’s degree from the University of St. Thomas, his law degree from Marquette University and an LLM in Taxation from De Paul University. Bannen is a fellow of the American College of Trust and Estate Counsel, where he is the chairperson for the Committee on Estate Planning for Employee Benefits. He has received his Charter Life Underwriter designation, has served as a Director of the Milwaukee Chapter of the American Society of CLU and ChFC and is an associate member of the Association of Advanced Life Underwriting. He has also served as a Director of the State Bar of Wisconsin Section of Real Property, Probate and Trust Law and is a frequent speaker on estate planning and retirement planning issues.
Quarles & Brady LLP is a full-service law firm with more than 420 attorneys practicing from offices in Milwaukee and Madison, Wis.; Chicago, Ill.; Phoenix and Tucson, Ariz.; and Naples, Fla. The firm offers an array of legal services to corporate and individual clients that range from small, entrepreneurial businesses to Fortune 100 companies. Quarles & Brady represents clients in a broad range of industries and practice areas, including but not limited to the following: antitrust and trade regulation; bankruptcy; commercial litigation; corporate law; public finance; creditor’s rights; employee benefits; environmental law; financial institutions; federal Indian and gaming law; government relations; health care; immigration; information technology; insurance law; intellectual property; international law; labor and employment law; product liability; real estate development and finance; school law; state and federal tax; tax-exempt organizations; trusts and estates; and white-collar crime. Additional information about the firm may be found at www.quarles.com.
