Opinion
No. 2014AP529.
2015-04-02
In the Matter of the GERHARD G. POEHLING FAMILY TRUST u/a dated December 29, 1975: John Poehling, Sr. and John Poehling, Jr., Objectors–Appellants, v. Trust Point, Inc., Trustee–Respondent.
To repeat, Trust Point has the difficult task of balancing the potentially conflicting interests of two classes of beneficiaries, while pursuing Gerhard Poehling's desire that First Supply remain a trust asset. We agree with the circuit court that the evidence the Poehlings point to does not support a finding that Trust Point, during the time period that matters here, failed to strike a reasonable balance. We agree with the circuit court that no reasonable jury could find otherwise. We express no opinion on Trust Point's administration of the trust after April 2013.