By: Derek Hawkins//July 16, 2019//
WI Court of Appeals – District IV
Case Name: John Poehling, Sr., et al. v. Trust Point, Inc., et al.
Case No.: 2017AP922; 2018AP141
Officials: Lundsten, P.J., Sherman and Kloppenburg, JJ.
Focus: Segregated Trust
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, affirm the circuit court.