Legal Opinion

Poehling v. Trust Point, Inc.

Court of Appeals of Wisconsin

Decided June 20, 2019No. Appeal Nos. 2017AP922; 2018AP141Published

1Per curiam

¶1 These appeals involve a dispute between Trust Point, Inc., trustee of the Gerhard G. Poehling Family Trust (the "Trust" or "Main Trust"), and two trust beneficiaries, John Poehling, Sr., and John Poehling, Jr. (the "objectors"). After significant conflict between the objectors and Trust Point, the decision was made that a new separate trust (the "Segregated Trust") would be created for the benefit of the objectors. On appeal, the objectors challenge several aspects relating to the creation and funding of the Segregated Trust. We reject all of the objectors' challenges and, therefore,…

2Cases cited12 opinions

  1. Ball v. District No. 4, Area BoardWisconsin Supreme Court · 1984
  2. Noll v. Dimiceli's, Inc.Court of Appeals of Wisconsin · 1983
  3. Cogswell v. Robertshaw Controls Co.Wisconsin Supreme Court · 1979
  4. Strozinsky v. School District of Brown DeerWisconsin Supreme Court · 2000
  5. State v. RogersCourt of Appeals of Wisconsin · 1995

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