Kristine L. Havlik

Of Counsel

Overview

Kristine L. Havlik is of counsel and a business lawyer with Foley & Lardner LLP. She focuses on business succession planning, asset protection planning and complex estate planning. Kristine has extensive experience on counseling clients regarding estate planning, minimization of estate taxes and charitable giving, and has drafted numerous estate plans, including wills, trusts, powers of attorney, living wills, marital property agreements and other estate planning arrangements. Kristine is also very experienced in estate and trust administration, including probate, preparation of estate tax returns, funding of trusts, estate tax audits, fiduciary income tax preparation and advising personal representatives and trustees. Kristine served a judicial clerkship with the Hon. Robert D. Martin, chief bankruptcy judge for the Western District of Wisconsin (1999-2000), before joining the firm. She is a member of the firm’s Estates & Trusts Practice.

Recognition

Most recently, Kristine received the Philanthropic Five award from the United Way for her work done with the Wisconsin Wills for Heroes Program. Kristine has previously been recognized for her leadership in establishing the Wisconsin Wills for Heroes program, a national program designed to provide eligible emergency personnel (publically employed or volunteer police officers, fire fighters and EMTs) with free estate planning documents to protect themselves and their families. She received the Gordon Sinykin Award of Excellence (2010), an award that recognizes attorneys for their work on an individual law related education or public service project, the coveted Milwaukee Bar Association Pro Bono Publico Award (2011) and the Women Putting Their Stamp on Metro Milwaukee Volunteerism Award from the U.S. Postal Service (2012). Kristine was also recently recognized as one of the Top Five Star Accounting / Estate Planning Professionals in Milwaukee as published in Milwaukee Magazine (2014). In addition, Kristine was named to the 2006 – 2008, and 2011 lists of Wisconsin Super Lawyers – Rising Stars for her estates & trusts and tax & individual planning work.

Affiliations

Kristine is a former board member and past president of the board of directors of The Women’s center and Wild Space Dance Company, and a member of the Children’s Hospital and Health System Planned Giving Council and the Friends Committee of The Women’s Center. She is also a former board member of First Stage Children’s Theater and the University of Wisconsin Eau Claire Alumni Association.

Community Engagement

In her spare time, Kristine is the troop leader for Girl Scout Troop 8339, a position that she has held for the past six years. In addition, she is an assistant coach for the Waukesha Catholic Middle School forensics team, a position that she has held for the past three years.

Education

Kristine is a 1999 graduate of the University of Virginia Law School and earned a bachelor’s degree in history in 1996 from the University of Wisconsin at Eau Claire, where she received the College of Arts and Sciences Outstanding Student Award.

Professional Memberships

Kristine has received the Accredited Estate Planner designation from the National Association of Estate Planners and Councils. In addition, she is a member of the Milwaukee Estate Planning Forum, the Waukesha County Estate Planning Council (where she previously served as president), Partnership for Philanthropic Planning of Eastern Wisconsin and the Association for Women Lawyers.

Publications

Kristine is the co-author of "Attitude Adjustment" in the April 2005 issue of Trusts & Estates.

Representative Matters

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Provided counsel to a publicly-traded manufacturing company regarding the impact of ownership and management succession planning within its national dealership network.

Capabilities