John Bannen

Quarles & Brady LLP

John Bannen’s practice focuses on estate planning and probate matters for individuals, small business owners and professionals, marital property issues and agreements, review and evaluation of life insurance and annuity products, split dollar arrangements and related life insurance premiums for business owners, counseling small employers on pension and profit-sharing alternatives and distribution strategies for accumulations of retirement income. Client representation in estate tax audits, pension and profit sharing audits and probate court and administrative practice. 

The DSUE Coin Flip 
John T. Bannen & Kristin A. Occhetti outline some factors to consider when advising a surviving spouse on portability
Estate Planning for S Corporations 
John T. Bannen & Noleta L. Jansen stress that knowledge of S corporation shareholder rules is key to avoiding revocation of S corporation status
CDTs to the Rescue
John T. Bannen and Adam W. Kiracofe discuss why a charitable distribution trust may be beneficial for clients
Partial Tax-free Exchanges 
John T. Bannen & Kristin A. Occhetti discuss how your clients can get a tax break by purchasing long-term care insurance
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