Kristin A. Occhetti, Associate

Biography

Kristin Occhetti's practice focuses on estate planning and wealth preservation strategies for individuals, small business owners, and professionals. Her experience includes

  • Preparing wills, trusts, financial powers of attorney, and health care powers of attorney.
  • Traditional bypass trust and marital deduction planning.
  • Charitable estate planning.
  • Generation-skipping transfer tax planning.
  • Asset protection planning.

Legal Services

Education and Honors

  • Marquette University Law School (J.D., cum laude, 2007)
    • Dean's List; CALI Award: Legal Writing and Research I, Probate Practice and Procedure
    • Alpha Sigma Nu. Marquette Law Review (Associate Editor, 2006–2007)
    • Intern to the Honorable Patience Drake Roggensack, Wisconsin Supreme Court
    • Thomas Moore Law Scholarship. Herbert C. Hirschboeck Law Scholarship; Justinian Society of Lawyers Scholarship
  • University of Michigan (B.A., 2003)
    • Majors: Anthropology and Zoology

Bar Admissions

  • Wisconsin

Professional and Civic Activities

  • Life Navigators (Trust Committee)
  • Zoological Society of Milwaukee (Associate Board)
  • American Bar Association (Member)
  • Wisconsin Bar Association (Member)
  • Milwaukee Bar Association (Member)
  • Association of Women Lawyers (Member)
  • Justinian Society of Lawyers (Member)
  • Children's Hospital Guardianship Pro Bono Clinic (Co-chair)
  • Quarles Cares (Chair at Milwaukee office)

Professional Recognition

  • Selected for inclusion in Wisconsin Super Lawyers® -Rising Stars 2011–2012 Editions (Estate Planning & Probate)
  • Recipient of the 2013 Howard B. Eisenberg Service Award from Marquette University Law School

Selected Presentations/Publications

  • Co-author (with John Bannen), "Partial Tax-free Exchanges," Trusts & Estates magazine, July 2012
  • Presentation, "Plan for the Future of Your Youth with Special Needs Guardianship," Children's Hospital of Wisconsin, September 18, 2010
  • Featured, "Volunteer Spotlight," Messenger, Milwaukee Bar Association publication, Winter 2009–2010
  • Co-author (with John Bannen), "Health Savings Accounts: The New Asset on the Estate Planners' Checklist," Probate & Property, November/December 2009