Dominic Clark v. Maureen O'Leary

CourtCourt of Appeals of Wisconsin
DecidedJune 24, 2026
Docket2024AP001209
StatusUnpublished

This text of Dominic Clark v. Maureen O'Leary (Dominic Clark v. Maureen O'Leary) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dominic Clark v. Maureen O'Leary, (Wis. Ct. App. 2026).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. June 24, 2026 A party may file with the Supreme Court a Samuel A. Christensen petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2024AP1209 Cir. Ct. No. 2023PR87

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT II

IN THE MATTER OF THE AMENDED AND RESTATED FLORENCE M. BALL REVOCABLE TRUST:

DOMINIC CLARK,

APPELLANT,

V.

THE AMENDED AND RESTATED FLORENCE M. BALL REVOCABLE TRUST AND TRUSTEE OF BALL REVOCABLE TRUST MAUREEN O'LEARY,

RESPONDENTS.

APPEAL from an order of the circuit court for Ozaukee County: SANDY A. WILLIAMS, Judge. Reversed and cause remanded for further proceedings.

Before Gundrum, Grogan, and Lazar, JJ. No. 2024AP1209

Per curiam opinions may not be cited in any court of this state as precedent

or authority, except for the limited purposes specified in WIS. STAT. RULE 809.23(3).

¶1 PER CURIAM. Dominic Clark appeals an order denying his motion for summary judgment and granting The Amended and Restated Florence M. Ball Revocable Trust and its trustee, Maureen O’Leary’s (together the “Trust Litigants”), motion for summary judgment. The order also denied the parties’ respective requests for attorney’s fees and costs. We agree with Clark that he is entitled to summary judgment on his claim that O’Leary was not a duly appointed Successor Trustee and therefore lacked authority to sell the Trust’s real property that is at issue on appeal. We therefore reverse and remand to the circuit court for further proceedings to enter summary judgment on Clark’s behalf and to reconsider the parties’ requests for attorney’s fees and costs.

BACKGROUND

¶2 In July 2023, the Trust Litigants invoked the circuit court’s jurisdiction over trust administration pursuant to WIS. STAT. § 701.0201(1) (2023-24),1 seeking confirmation that O’Leary had authority to sell the property at issue, either as Successor Trustee or Administrative Trustee, and that a $1,000 distribution to Clark satisfied his beneficial interest in the Trust. The distribution had been made pursuant to the following provision in the revocable trust document (the “Trust”):

If the residence located at 3921 River Lane, in Brown Deer, Wisconsin is held by or added to this Trust upon the Grantor’s death, then it shall be distributed to Dominic Clark, along with any washing machine, dryer, and

1 All subsequent references to the Wisconsin Statutes are to the 2023-24 version.

2 No. 2024AP1209

refrigerator therein. If that residence is not held by the Trust, Dominic shall instead receive $1,000.

The remainder of the Trust was to be distributed to various individuals and charities.

¶3 The Trust’s Grantor, Florence Ball, was Clark’s aunt. Ball established the Trust in 2008 and amended it on several occasions, including most recently in June 2019. O’Leary’s law firm drafted the June 2019 amendments, and in conjunction with those amendments, Ball met with Attorney T. Samuel Azinger, an attorney with O’Leary’s law firm. The Trust Litigants’ Verified Petition reflects that Ball specifically discussed the above provision regarding the Brown Deer home with Azinger, including whether to alter the bequest. Ball ultimately approved the provision regarding the Brown Deer house, and she executed a Warranty Deed transferring title of the home to the Trust on June 24, 2019. The Verified Petition further reflects that Ball indicated to Azinger that “she would just as well sell the house if she’s not living in it” and that she understood that if that occurred, Clark would not receive the home. Prior iterations of Ball’s estate planning documents similarly included a bequest of the Brown Deer residence to Clark.

¶4 The Trust additionally sets forth the following relevant provisions. First, Ball reserved certain exclusive rights regarding tangible property and real estate:

Notwithstanding any other provisions of this Trust, the Grantor reserves the exclusive right to use, posses, manage, control, and dispose of any tangible personal property and any real estate used by the Grantor at a residence held by this Trust during the Grantor’s lifetime.

3 No. 2024AP1209

(Emphasis added.) Next, the Trust provides for the appointment of successor trustees. As relevant here:

Maureen L. O’Leary shall be appointed as successor Trustee in the event of the death, resignation, or inability to act of the Original Trustee without a successor having been appointed as provided herein. If Maureen is also unable or unwilling to act as successor Trustee, or resigns as Trustee, then an individual or corporate Trustee to be selected by the then-acting president of Willms-O’Leary, S.C. (or its successors) shall be appointed as Trustee.

(Emphases added.) The Trust also authorized Ball to appoint an Administrative Trustee, and Ball signed an “Appointment of Administrative Trustee For The Florence M. Ball Revocable Trust” document appointing O’Leary’s firm as Administrative Trustee on June 24, 2019, effective immediately, in conjunction with the Trust’s signing. Pursuant to the Trust, the Administrative Trustee’s powers included the ability “[t]o sell and convey, lease or mortgage any or all real and personal property, and to execute deeds, mortgages, leases, … notes, contracts or other such instruments and agreements[.]”

¶5 While the Trust does not define the phrase “inability to act” for purposes of the successor trustee provision, it does define the related phrase “unable to act.” Specifically:

A person shall be considered to be “disabled,” “incapacitated,” “unable to act,” “unable to manage assets,” “unable to manage his or her property,” and/or “unable to receive notice” during any period of time that any of the following exist:

1. A court order is outstanding that finds that person to be legally incapacitated to act in his or her own behalf, or that appoints a guardian to act on his or her behalf;

2. Two written certificates by licensed physicians that certify each of the following to be true:

4 No. 2024AP1209

a) That the physician is duly licensed and certified by a recognized medical board;

b) That the physician has examined the person; and

c) That based upon said examination the physician has concluded that, by reason of accident, physical or mental illness, illegal drug or alcohol or other substance abuse, progressive or intermittent physical or mental deterioration, or other similar cause, the person examined, on the date of the examination, was not fully capable of managing his or her financial or legal affairs or the affairs of this Trust or any trust created hereunder[.]

(Formatting altered.)

¶6 In August 2021, two years after the most recent Trust amendments, Ball sustained multiple injuries and broken bones in a fall. Shortly thereafter, Ball’s sister contacted O’Leary’s law firm and provided a photograph of a “Power of Attorney for Health Care Statement of Incapacity” (the Statement of Incapacity) signed by a psychologist on August 12, 2021, and by a physician on August 13, 2021.2 The form states Ball met “the statutory definition of incapacity”; however, that statement was limited to her incapacity “to manage … her health care decisions.” The Trust Litigants do not dispute that this document does not include the statements required to meet the Trust’s definition of “unable to act” or “incapacitated” as set forth above. Nevertheless, O’Leary, apparently relying on

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Dominic Clark v. Maureen O'Leary, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dominic-clark-v-maureen-oleary-wisctapp-2026.