Kathleen A. Gray, Partner

Biography

Kathleen Gray concentrates her practice in the areas of estate planning for executives, professionals, and business owners and in probate and trust administration. Her practice includes a focus on estate, gift, and fiduciary income taxation as well as marital property. She served on a State Bar subcommittee that drafted revisions to Wisconsin's probate law. Ms. Gray has extensive experience working with the special issues that arise in cases of blended families. Her recent experiences include:

  • Representation of affluent individuals and families in structuring trusts and other entities to maximize wealth preservation from one generation to the next.
  • Representation of corporate and individual fiduciaries as well as beneficiaries in probate and trust administration matters.
  • Drafting pre- and post-nuptial agreements to address the ownership of property between spouses as well as disposition in the event of divorce or death.

Legal Services

Education and Honors

  • Marquette University Law School (J.D., magna cum laude, 1982)
    • Marquette Law Review (Editor-in-Chief, 1981–1982)
    • Phi Beta Kappa
  • University of Illinois (M.S., 1973)
  • Marquette University (B.A., summa cum laude, 1972)

Bar Admissions

  • Wisconsin

Court Admissions

  • U.S. District Court, Eastern District of Wisconsin, 1982
  • U.S. District Court, Western District of Wisconsin, 1982

Professional and Civic Activities

  • State Bar of Wisconsin (Member; Past Chair: Real Property, Probate and Trust Law Section)
  • Milwaukee Estate Planning Forum (Member)
  • American College of Trust and Estate Counsel (Member)
  • Wisconsin Law Foundation (Fellow)
  • Milwaukee Bar Association (Member)
  • American Bar Association (Member)
  • Quarles & Brady Trusts & Estates Group (Member; Former National and Milwaukee Group Chair)
  • Waukesha County Community Foundation (Board Member, Current Chair)
  • Milwaukee Repertory Theater (Board of Trustees)
  • Women and Girls Fund of the Waukesha County Community Foundation (Former Chair)
  • Day Care Services for Children (Former Board Member)
  • Children's Hospital Foundation Planned Giving Council (Former Member)
  • Hon. Robert W. Warren, U.S. District Court, Eastern District of Wisconsin (Law Clerk, 1982–1984)

Professional Recognition

  • Selected as the "2010 Leader in the Law" by the Wisconsin Law Journal
  • Listed in The Best Lawyers in America® (2001–present: Trusts and Estates)
  • Selected for inclusion in the 2005–2014 Wisconsin Super Lawyers® lists (Estate Planning & Probate; The Top 25 Female Lawyers; The Top 50)
  • Martindale-Hubbell AV® Peer Review Rated
  • Named 2009, 2010, 2012, and 2013 FIVE STAR: Best in Client Satisfaction Wealth ManagerSM