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)
    • Degree: Anthropology-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, 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.A magic box for making long-term care premiums more affordable.
  • 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