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Milwaukee Office
411 East Wisconsin Avenue
Suite 2400
Milwaukee, Wisconsin 53202

(414) 277-3075
Fax: (414) 978-8763

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  Trusts and Estates
  Litigation & Dispute Resolution
  Fiduciary, Trust and Probate Litigation

Professional Experience
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.
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, 2007

Professional Recognition
Selected for inclusion in Wisconsin Super Lawyers®–Rising Stars 2011-2013 Editions (Estate Planning & Probate).

Recipient of the 2013 Howard B. Eisenberg Service Award from Marquette University Law School.

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).
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.