Milwaukee Bar Association
424 East Wells Street
Milwaukee, WI 53202
(414) 274-6760

Trust & Estate Section

November 02, 2017
12:00 PM CDT to 1:30 PM CDT
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Milwaukee Bar Association
424 East Wells Street
Milwaukee, WI 53202
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Keep Your IRA Healthy with an Annual Checkup

Presenters:  John T. Bannen and Kathryn A. Muldoon, Quarles & Brady LLP

Qualified retirement plans are a large part of many clients' taxable estates.  After choosing the initial investments and completing the beneficiary designation, clients and their estate planning attorneys often ignore them.  Join John Bannen and Katie Muldoon of Quarles & Brady LLP as they discuss:  (1) questions you should be asking your clients on an ongoing basis about their qualified retirement plans; (2) planning opportunities that exist with regard to IRAs; and (3) how to spot potential pitfalls that could harm a client's IRA.

Credit: 1.0 CLE credit to be applied for
Lunch and Registration - 12:00 PM - 12:30 PM
Presentation - 12:30 PM - 1:30 PM

 

Tickets

$40.00 MBA member

$52.00 MBA member w/lunch

$75.00 Non member

$87.00 Non member w/lunch

$40.00 Support Staff

$52.00 Support Staff w/lunch