2005 Statutes Index

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)

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, 54.986, 54.988

Creation:

Methods and forms, 54.984

Upon future event, 54.954

Definitions, 54.850, 54.950

General provisions, 54.952

Incapacitated beneficiary, 54.968

Liability:

Of third person, 54.970

Of trust, trustee, beneficiaries, 54.972

Multiple beneficiaries; separate trusts; survivorship, 54.960

Termination, distribution, 54.982

Trustee:

Acceptance of property, effect, 54.956

Accounting and reporting, 54.978

Actions against, limitations, 54.980

Duties, 54.962

Expenses, compensation and bond, 54.976

Powers, 54.964

Replacement, 54.974

Transfer to, by fiduciary or obligor, 54.958

Use of property, 54.966

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)

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

Passive trust, abolished; effect on beneficiaries, 701.03

Perpetuities, rule against applies, 700.16

Principal and income allocation, 701.20

Private foundations, 701.105

Purchase money resulting trusts, abolished, 701.04

Purposes, 701.02

Removal to or from foreign jurisdiction, 701.23

Representation of others, 701.15

Revocation, with consent of settlor and beneficiaries, 701.12

Spendthrift provisions, 701.06

Suspension of power of alienation limited, 700.16

Termination:

By court, 701.13

With consent of settlor and beneficiaries, 701.12

Testamentary trusts, transfers to, 706.09

Transfers to minors, uniform act, 54.854 to 54.898

Valuation in distribution of assets, 701.22

Writing required, trust transfers, 243.01

trusts_2. investments 2. Investments

Generally, Chs. 219, 881