Legal Opinion

Bertram v. Kreitlow (In re Estate of Kreitlow)

Court of Appeals of Wisconsin

Decided June 12, 2019No. Appeal No. 2018AP157Published

1Per curiam

¶1 Sharlene Bertram appeals a judgment entered in favor of the Estate of Dolores E. Kreitlow, premised on its claims of undue influence and breach of fiduciary duty against Bertram for her conduct while acting as Kreitlow's power of attorney for finances and property. For the reasons that follow, we affirm

¶2 Dolores Kreitlow died in 2015 at the age of eighty-three. She was divorced and had eight children, one of whom predeceased her. This case concerns her daughter, Sharlene Bertram, and financial transactions occurring during Kreitlow's lifetime, while Bertram acted as her mother's power of…

2Cases cited7 opinions

  1. Sweet v. BergeCourt of Appeals of Wisconsin · 1983
  2. In Re Estate of KamesarWisconsin Supreme Court · 1977
  3. Welytok v. ZiolkowskiCourt of Appeals of Wisconsin · 2008
  4. In Re Estate of TaylorWisconsin Supreme Court · 1978
  5. Gibson v. Overnite Transportation Co.Court of Appeals of Wisconsin · 2003

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