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• Finding creative ways to reform outdated or impractical irrevocable trusts while keeping the donor’s original intent intact.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. 

Bar Admissions

• Wisconsin

Education

• Marquette University Law School (J.D., cum laude, 2007)
  • CALI Award: Legal Writing and Research I, Probate Practice and Procedure
  • Alpha Sigma Nu
  • Marquette Law Review, associate editor (2006–2007)
  • Honorable Patience Drake Roggensack, Wisconsin Supreme Court, intern
  • Thomas Moore Law Scholarship; Herbert C. Hirschboeck Law Scholarship; Justinian Society of Lawyers Scholarship

• University of Michigan (B.A., 2003)
  • Anthropology, Zoology

• "Health Savings Accounts: The New Asset on the Estate Planners' Checklist"
• "Partial Tax-free Exchanges"
• "The DSUE Coin Flip"
• New Tax Provisions
• Plan for the Future of Your Youth with Special Needs Guardianship"
• Year-End Tax Planning Tips