2003 Statutes Index

trust companies TRUST COMPANIES

See Financial Institutions—12. Trust Companies

trusts TRUSTS

1. General Provisions

2. Investments

3. Trustees

trusts_1. general provisions 1. General Provisions

Generally, Ch. 701

Accumulations permitted, 701.21 (2)

Applicability of sections 701.01 to 701.23, 701.24

Attorney for person in military service, appoint, 701.14 (3)

Augmented marital property estate, transfers included in, 861.05

Basic will with trust, see Probate and Transfers at Death—19. Wills

Beneficiaries:

Creditors of, rights, 701.06

Future interests in revocable trusts, 701.115

Interest, 701.05

Settlor as, rights of creditors, 701.06 (6)

Benefit plans, designation of beneficiaries, payees and owners, 853.18

Cemetery, 701.11

Charitable, 701.10

Accumulations, 701.21 (3)

Bond exemption, 701.16 (2)

Conservation easement, uniform act, 700.40

Distribution to avoid tax, 701.105 (2)

Modification and termination, 701.10 (2), 701.13 (5)

Notice to attorney general, 701.10 (3), 879.03 (2) (c)

Prohibited investments, 701.105 (1)

Property tax exemptions, property held for public interest, 70.11 (20)

Common law trusts, regulated, 226.14

Constructive establishment, 701.04 (3)

Undisclosed assets in actions affecting family, 767.27 (5)

Conveyances, disclosure of trust omitted, effect on title, 706.08 (3)

Court procedure, trust proceedings, 701.14

Creditors of beneficiaries, rights of, 701.06

Creditors, purchase money resulting trusts, enforcement, 701.04 (2)

Custodial trusts, uniform act:

Application, 880.90, 880.905

Creation:

Methods and forms, 880.895

Upon future event, 880.82

Definitions, 880.81

General provisions, 880.815

Incapacitated beneficiary, 880.855

Liability:

Of third person, 880.86

Of trust, trustee, beneficiaries, 880.865

Multiple beneficiaries; separate trusts; survivorship, 880.835

Termination, distribution, 880.89

Trustee:

Acceptance of property, effect, 880.825

Accounting and reporting, 880.88

Actions against, limitations, 880.885

Duties, 880.84

Expenses, compensation and bond, 880.875

Powers, 880.845

Replacement, 880.87

Transfer to, by fiduciary or obligor, 880.83

Use of property, 880.85

Death:

See also Probate and Transfers at Death—9. General Rules for Transfers at Death

Debts of decedents, 701.065

Disclaimer of transfers at death, 701.26, 854.13

Transfers at, applicability of general rules, 701.25

Definitions, 701.01

Disabled individual, 701.06 (5m)

Distribution of assets, valuation, 701.22

Employee benefit plan:

Transfer of benefits to living trust, 701.08

Transferred to trust of employee, 701.09 (4)

Farm operations, restrictions, 182.001

Future interests in revocable trusts, 701.115

Guardian ad litem for interested persons, 701.15 (2)

Guardians, placement of assets in trust, 880.175

Honorary, 701.11

Income:

Directed accumulation, court ordered distribution, 701.13 (1)

Payments and accumulations, 701.21

Principal and income allocation, 701.20

Income beneficiaries:

Application of principal to, 701.13 (2)

Rights of creditors, 701.06 (1)

Income tax, see Taxation—8. Income and Franchise Tax

Living trusts, 701.07

Transfers to, 701.08

Marital property, transferred to, 766.31 (5), 766.51 (3)

Modification:

By court action, 701.13

With consent of settlor and beneficiaries, 701.12