It goes back to age thirteen. That is when my current client, we will call her Andrea, first made it known she wanted Dad’s vintage slot machine in the corner of their unfinished basement. At the time, her older sister Rachel couldn’t have cared less.Read More »
Tag Archives: trusts
Missed opportunity: Why Wisconsin’s new decanting statute falls short
The new Wisconsin Trust Code, which takes effect July 1, will generally apply to existing revocable and future irrevocable trusts.Read More »
2010AP122 Wolfgram v. Wolfgram, et al.
Trusts Attorney fees Joann Seevers Wolfgram appeals and David Wolfgram and Diane Krawczyk as co-trustees of the James H. Wolfgram Revocable Trust cross-appeal from an order establishing the trust’s monthly obligation to Joann and requiring the establishment of an account for the benefit of Joann. The co-trustees also appeal from an order awarding Joann costs and attorney’s fees. We affirm ...Read More »
2009AP2134 Conserve Community LLC, et al. v. Conserve School Trust, et al.
Civil Procedure Conflict of laws; trusts The Culver Educational Foundation appeals a summary judgment granted to the Conserve School Corporation and its primary funding source, the Conserve School Trust and its trustees (collectively, Conserve). The circuit court concluded a trust instrument unambiguously permits Conserve to transition from a four-year preparatory boarding school to a semester-away program without triggering an alternate ...Read More »
2009AP899 Milwaukee Safeguard Insurance Company v. Hanson, et al.
Civil Procedure Personal jurisdiction; trusts; personal service; amended pleadings Milwaukee Safeguard Insurance Company, as subrogee of Tom and Ruby Thoma, appeals an order dismissing its claims against Diane Hanson and the Peter J. Meadows Irrevocable Trust. Milwaukee Safeguard argues the circuit court erred by: (1) dismissing its claims after striking its amended complaint as untimely filed pursuant to a scheduling ...Read More »