Kristine L. Havlik

Of Counsel

Kristine L. Havlik

Of Counsel

Kristine Havlik is driven by helping her clients achieve peace of mind by creating thoughtful and tax-efficient estate plans for her clients that meet their estate planning goals. Kris works directly with individuals and families on complex estate planning, business succession planning, asset protection planning, charitable planning, and estate and trust administration. Clients turn to Kris for her exceptional ability to think outside the box, to explore new ideas, and to make complex tax matters easy to understand.

Kris’ practice is focused on advising clients on wealth transfer techniques and minimization of estate, gift, generation skipping, and income taxes. Her clients regard her as a trusted advisor and rely on her thoughtful advice. Kris also has extensive experience in trust and estate administration and routinely administers estates having a value in excess of twenty million dollars. She has a unique ability to make clients feel at ease when discussing the hard topics.

In addition to estate planning and estate and trust administration. Kris has extensive experience in drafting and negotiating pre-marital agreements as well as fiduciary income tax preparation.

One of Kris’ key accomplishments has been establishing the Wills for Heroes program in Wisconsin, and she has served as a Wills for Heroes coordinator since 2009. Wills for Heroes is a national program designed to provide eligible emergency personnel with free estate planning documents to protect themselves and their families. Under Kris’ leadership, the Wisconsin Wills for Heroes program has completed hundreds of Wills for Heroes clinics and has prepared thousands of estate plans for first responders. For her work with Wills for Heroes, Kris has been featured in many publications and has received numerous awards including the Philanthropic Five Award from the United Way, the Gordon Sinykin Award of Excellence, the Milwaukee Bar Association Pro Bono Publico Award, and the Women Putting Their Stamp on Metro Milwaukee Volunteerism Award from the U.S. Postal Service.

Kris is Of Counsel in the firm’s Estates and Trusts Practice Group and serves as the Estates and Trusts Practice Group training partner. She is also the chair of the firm’s Trust Administration Committee and the Milwaukee office Wills for Heroes Committee. She is also a member of the Milwaukee office Pro Bono Committee and the firm’s Trust Investment Committee. Prior to joining Foley, Kris served as a law clerk to the Honorable Robert D. Martin, chief bankruptcy judge for the Western District of Wisconsin.

Awards and Recognitions

  • United Way’s Philanthropic Five
  • Milwaukee County Sheriff’s Office Community Service Award (2023)
  • Women’s Fund of Greater Milwaukee Community Philanthropist Recognition (2018)
  • Gordon Sinykin Award of Excellence (2010)
  • Milwaukee Bar Association’s Pro Bono Publico Award (2011)
  • U.S. Postal Service’s Women Putting Their Stamp on Metro Milwaukee Volunteerism Award (2012)
  • Milwaukee Magazine’s Top Five Star Accounting/Estate Planning Professionals in Milwaukee (2014)
  • Wisconsin Super Lawyers – Rising Stars (2006-2008, 2011)

Affiliations

  • Wisconsin Law Fellow
  • Wills for Heroes Coordinator
  • Accredited Estate Planner designation from the National Association of Estate Planners and Councils
  • Member of the Milwaukee Estate Planning Forum
  • Member of the Waukesha County Estate Planning Council
  • Member of the Rotary Club of Milwaukee
  • Member of the Association for Women Lawyers
  • Children’s Hospital and Health System Planning Giving Council Advisor

Presentations and Publications

  • Co-author, “Attitude Adjustment,” Trusts & Estates, (April 2005)
15 February 2023 Pro Bono

Kris Havlik and Sherry Clay in the Spotlight for ‘Wills for Heroes’ Leadership

Foley & Lardner LLP Of Counsel Kris Havlik and Associate Sherry Clay are highlighted for their leadership with Wills for Heroes in the State Bar of Wisconsin feature on the program, “Volunteers Needed: Help Your Community’s First Responders through Wills for Heroes.”
15 December 2020 In the News

Havlik Discusses Wills for Heroes Program’s Switch to Virtual Clinics

Of Counsel Kris Havlik was quoted in a Wisconsin Law Journal article, “Wills for Heroes goes virtual, offers more services during pandemic,” about how the coronavirus pandemic has forced the state’s Wills for Heroes program to switch from in-person to virtual clinics.
01 November 2018 In the News

Havlik Honored By Women’s Fund of Greater Milwaukee

Of Counsel Kristine Havlik was honored by the Women’s Fund of Greater Milwaukee for her philanthropy work in southeastern Wisconsin.
21 August 2018 In the News

Havlik Comments on Work with Wisconsin Wills for Heroes Program

Of Counsel Kristine Havlik was quoted in a <EM>BizTimes</EM> article, “Havlik Provides First Responders with Free Estate Planning,” about her pro bono work on behalf of the Wisconsin chapter of Wills for Heroes, a national program that provides emergency personnel and their families with free estate planning documents.
28 February 2012 Press Releases

Lakeland District U.S. Postal Service Recognizes Havlik for Volunteerism

09 December 2011 Press Releases

Foley Madison and Milwaukee Office Attorneys Named 2011 Wisconsin Super Lawyers