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We are delighted to present private seminars for any group that it interested in Estate Planning. Contact Shell for details or to schedule a private seminar. In addition, we are able to provide a conference room for custom presentations at our Appleton office.

Sample Topics Include:

  • Introduction to Estate Planning
  • Nursing Home and VA Planning
  • Special Needs Planning
  • Charitable Planning
  • Irrevocable Trusts
  • Estate Planning for IRAs and Annuities
  • Estate and Gift Taxation

Taming the Tax Monster with Retirement Trusts
Tuesday, October 24, 2017
Hooper Law Office - Appleton
Located at: 2 N. Systems Dr. Appleton, WI

Accepted for 2 CE credit hours by the CFP Board

Approved for 2 Insurance CE credits

When you were a child, it was either the monster in your closet or the monster under your bed keeping you awake at night. As an adult, it is no longer a figment of your imagination. Now, you are lying awake worrying about the IRS and tax obligations. While we can not make your taxes disappear, we can help you mitigate the tax burden on your clients and their beneficiaries.

One of our most recent innovative approaches in dealing with taxes in estate planning has been the use of Retirement Trusts. These can be powerful tools when added to your client's current planning. In addition, the method that your client is currently using to withdraw from their retirement assets, also plays heavily into this technique. We will be reviewing how this type of planning works, how it benefits your clients, and how it can benefit you in your business.  We will also be reviewing our favorite tips and tricks in taming the tax monster.

We will be discussing:

  • What is a Retirement Trust and how does it work?
  • What happens to the client's tax stretch ability?
  • How does this impact beneficiary designations?
  • What about Roth accounts? Do they work for these as well?
  • How else can I help my client minimize taxes with estate planning?






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926 Willard Drive, Green Bay, WI 54301
| Phone: 1-800-794-5548
2 Systems Drive, Appleton, WI 54914
| Phone: 920-993-0990
3475 Omro Road, 100, Oshkosh, WI 54904
| Phone: 800-794-5548

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