Kristin A. Occhetti, Partner

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