Kathryn M. Grigg is a partner in the Madison law office of Axley Brynelson, LLP. She received her undergraduate degree and law degree from the University of Wisconsin-Madison. Atty. Grigg is the Secretary of the Collaborative Family Law Council of Wisconsin. She also recently completed two consecutive three-year terms on the State Bar of Wisconsin Professional Ethics Committee and is the past Chair of the Dane County Bar Association Case Mediation Program. Atty. Grigg has been recognized as a Super Lawyer – Family Law and was named the 2025 Lawyer of the Year – Family Law (Madison) by Best Lawyers in America. 

12:00 PM : Understanding What Must, Should, and Should Not Be Included

• In depth review of legal requirements in financial disclosure statements
• Identify which “other financial interests or sources” to disclose, including trust
interests, non-divisible property, pending lawsuits, tort claims, children’s accounts, and disposed assets
• Whether to itemize premarital property and tangible personal property
• Reliable and unreliable sources for locating estimated value information
• When to include or omit extra details to provide clarity and prevent disputes
• Strategically selecting which documents to attach
• Unnecessary or misleading details and common mistakes to avoid

Filing Deadlines and Supplementation Requirements

• Key statutory and local guidelines for initial disclosures
• When and how to update or supplement information
• Best practices for disclosing financial changes in ongoing cases

Consequences of Non-Compliance

• Legal and procedural penalties for failing to file
• Remedies for failing to disclose assets

Practical Application: Reviewing a Sample Financial Disclosure Statement

• Demonstration of how to calculate and disclose income and withholdings from a sample paycheck
• Helpful tips for disclosing variable or irregular income sources, business income, and unusual financial circumstances

1:00 PM : Program Concludes

• Avoid court sanctions, disputes, and delays by ensuring full compliance with financial disclosure requirements
• Learn strategies for properly identifying, valuing, and reporting all relevant financial assets and income sources
• Pick up best practices for preparing, supplementing, and filing financial disclosure statements 
• Protect clients from potential penalties and unfavorable rulings by preventing common disclosure errors
• Apply your knowledge in practice using a sample financial disclosure statement

• Family law attorneys
• Divorce lawyers
• Family court commissioners
• Paralegals
• Legal assistants