Trusts and Estates — irrevocable trusts

By: WISCONSIN LAW JOURNAL STAFF//October 7, 2014//

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Wisconsin Court of Appeals

Civil

Trusts and Estates — irrevocable trusts

Debra James was appointed conservator for her father, Norman Wicke. Thereafter, she petitioned the circuit court for approval of an “Asset Preservation Plan” that would transfer Norman’s assets into several irrevocable trusts. The circuit court approved the plan over an objection by Debra’s brother, Robert Wicke. Robert now appeals, arguing: (1) the court lacked legal authority to approve the asset preservation plan; and (2) Debra failed to comply with Wis. Stat. § 54.21(2) when petitioning for court approval. We reject these arguments and affirm. Not recommended for publication in the official reports.

2014AP78 In re the conservatorship of Norman Wicke

Dist III, Taylor County, Bauer, J., Stark, J.

Attorneys: For Appellant: Grunewald, William A., Medford; Jensen, Corliss V., Medford; Markham, Sarah, Medford; For Respondent: Kehoe, Jennifer J.; Studinski, Jason T., Stevens Point

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