About Kristin

Empathetic, detail-oriented estate planning counsel

Kristin Occhetti assists individuals, executives, business owners and other professionals with estate planning and wealth transfer and preservation strategies. She is especially knowledgeable in preparing estate plans for people with disabled beneficiaries and potential guardianship needs. Kristin also advises personal representatives, trustees and beneficiaries in complex probate and trust administrations. She is experienced at:

  • Finding creative ways to reform outdated or impractical irrevocable trusts while keeping the donor’s original intent intact.
  • Handling fiduciary litigation, representing parties in trust and estate disputes.
  • Preparing federal estate tax returns and defending the same against IRS audits.
  • Counseling clients on charitable giving matters and preparing gifting vehicles.

Kristin’s compassionate and detailed approach to the needs of her clients brings them and their family peace of mind during a period that often can be emotionally stressful for all involved. 

Experience in Action

  • Represents parties to fiduciary litigation on a variety of claims, including breach of fiduciary duty, and undue influence and lack of testamentary capacity, always with the initial objective of reaching a satisfactory settlement without going to trial.
  • Prepares estate plans for high-net-worth individuals, consisting of wills, trusts, marital property agreements, financial powers of attorney and health care powers of attorney.
  • Counsels corporate and individual trustees and personal representatives of their fiduciary duties, and beneficiaries of their rights, in trust and estate administrations.

Professional Recognitions

  • Listed in The Best Lawyers in America® (2020-present: Trusts and Estates)
  • Recipient of the 2013 Howard B. Eisenberg Service Award from Marquette University Law School
  • Selected for inclusion in Wisconsin Super Lawyers® -Rising Stars 2011–2021 Editions (Estate Planning & Probate)

Professional & Civic Activities

  • Legal Aid Society of Milwaukee (Board Member)
  • Adjunct Professor, Marquette University Law School (Probate Practice and Procedure)
  • 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 (Former Co-chair)
  • Quarles Cares (Former Milwaukee Office Chair)

Selected Presentations/Publications

  • Featured, "Volunteer Spotlight," Messenger, Milwaukee Bar Association publication, Winter 2009–2010

News & Insights

Education

Bar Admissions

Back to Main Content

We use cookies to provide you with the best user experience on our website and to analyze statistics related to our website. To understand more about how we use cookies, or for instructions to change your preference and browser settings, please see our Privacy Notice. Please note that if you choose to reject cookies, doing so may impair some of our website's functionality.