PALM v. SERGI

No. 2-21-0057.

209 N.E.3d 390 (2022)

463 Ill.Dec. 272

2022 IL App (2d) 210057

Katherine A. PALM, AS CO-TRUSTEE OF the DIANE L. SERGI TRUST, DATED MARCH 4, 2001, Plaintiff-Appellant, v. Daniel A. SERGI, Individually, as Trustee of the Daniel A. Sergi Trust, Dated March 4, 2001, and as Former Trustee of the Diane L. Sergi Trust, Dated March 4, 2001, and GreatBanc Trust Company, as Trustee of the R.H. Wine & Co. Employee Stock Ownership Trust, Defendants-Appellees.

Appellate Court of Illinois, Second District.

Filed June 13, 2022.


Attorney(s) appearing for the Case

David C. Blickenstaff and David C. Giles , of ArentFox Schiff LLP, of Chicago, for appellant.

Joseph P. Carlasare , Michael Resis , and Glen E. Amundsen , of SmithAdmundsen LLC, of Chicago, for appellee Daniel A. Sergi.

Ryan C. Williams and Gregory A. Kubly , of Akerman, LLP, of Chicago, for other appellee.


OPINION

¶ 1 The plaintiff, Katherine A. Palm, the sister of the late Diane Sergi and an eventual co-successor trustee of the Diane L. Sergi Trust, sued the defendants, Daniel A. Sergi (Dan), Diane's husband, and GreatBanc Trust Company (GreatBanc), asserting claims...

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