Publications and Presentations
08/01/14 – Article
Kristin A. Occhetti "The DSUE Coin Flip"Trusts & EstatesBy Kristin A. Occhetti, John T. BannenBoth at the planning stage and at the death of the first spouse, an estate planner must consider what role, if any, the ability to use the estate tax exemption of the first to die should play.1 An estate may... Read More
07/01/12 – Article
"Partial Tax-free Exchanges" Trusts & Estates magazine John T. Bannen, Kristin A. Occhetti
09/18/10 – Presentation
Plan for the Future of Your Youth with Special Needs Guardianship" Children's Hospital of Wisconsin Kristin A. Occhetti
12/03/09 – Newsletter
Year-End Tax Planning Tips Trusts & Estates Law Update Kristin A. Occhetti
11/01/09 – Article
"Health Savings Accounts: The New Asset on the Estate Planners' Checklist" Probate & Property John T. Bannen, Kristin A. Occhetti
01/23/09 – Newsletter
New Tax Provisions Trusts & Estates Update John T. Bannen, Kristin A. Occhetti