Michelle L. Ward

L. Ward

Michelle Ward is a partner at Keebler & Associates in Green Bay, Wis. 

Michelle received her bachelor's degree from the University of Wisconsin- Madison and her law degree from University of Wisconsin-Madison Law School and is scheduled to receive her LLM in estate planning from Western New England College of Law in 2011. Her professional affiliations include the State Bar of Wisconsin and the Green Bay Estate Planning Forum.

Michelle is also co-author of Panel Publishing's Roth IRA Answer Book (2008 and 2009 Editions) and Quick Reference to IRAs (2008 and 2009 Editions) and AICPA's The Small Business Jobs Act of 2010: Tools, Tips, and
Michelle has also authored articles appearing in Trusts & Estates, Investments and Wealth Monitor, and Journal of Retirement Planning.

Prior to joining Keebler & Associates, LLP Michelle was in private law practice in Green Bay and was also a Senior Consultant with Baker Tilly Virchow Krause, LLP. 

IRS Releases Information on Required Minimum Distributions
The IRS reiterated some rules regarding required minimum distributions and the required beginning date for taking them.
Six Traps to Avoid When Preparing Gift Tax Returns
The many nuances in the details and the significant consequences of a mistake can make certain gift tax returns very difficult to properly complete.
Transferring IRAs Out of Estates and Trusts 
Michelle L. Ward explains the most tax-efficient method for distributing benefits
U.S. Supreme Court Rules Inherited IRAs Aren’t Protected From Bankruptcy 1
A recent U.S. Supreme Court ruling provides some much needed guidance on the issue of whether bankruptcy protection is afforded to inherited individual retirement accounts.
Game Changer 
Michael J. Jones & Michelle L. Ward discuss the bundle of rights that accompany being a legal spouse
Post-mortem 1035 Exchange of Annuity Allowed
In a private letter ruling of first impression, the Internal Revenue Service expanded Section 1035 exchanges to include the exchange of one non-qualified annuity for another after the owner's death.
Alternative Investments in IRAs 
Michael J. Jones & Michelle L. Ward offer guidance on handling the complications that can ensue
Protecting Inherited Individual Retirements Accounts 
Michelle L. Ward addresses the issue of IRAs in a bankruptcy proceeding
Roth IRA Conversion Recharacterization Permitted
Michelle L. Ward discusses an informative PLR recently issued by the IRS
Creditor Protection for IRAs 
Michelle Ward and Mark Merric discuss what a planner should recommend to their client to obtain better asset protection, while still receiving the benefits of tax-free compounding
Correcting Unfavorable Beneficiary Designations in Trusts 
PLR prevents post-mortem reformations of trusts as designated beneficiaries of IRAs
Cleaning Up the Mess Madoff Made of IRAs 
There are some measures taxpayers can take to soften the toll frauds have taken on their retirement plans
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