2005 Statutes Index

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

Applicability of chapter 881, 881.04, 881.06

Authorizing instruments control:

Construction, 881.02

Employment of agents and employees, 881.016

Decedent's securities or real estate, retention, 881.05

Investments authorized, 219.01

Housing authority bonds, 219.06

Insured savings and loan accounts, 219.05

Investment companies, trusts and vehicles, investment in, 881.015

Loans, rules applicable, 219.03

Power district securities, 198.18 (5)

Savings and loan accounts, 215.14 (6)

Securities used as collateral, 219.02

State bonds and notes, 219.04

Jurisdiction of court, 881.03

Private foundations, prohibited acts regarding investments, 181.0320, 701.105 (1)

Prudent person rule, 881.01

Savings and loan accounts, 215.14 (6)

trusts_3. trustees 3. Trustees

Action on bond of, 878.07

Banks as trustees, see Financial Institutions—1. Banks and Banking; Financial Institutions—12. Trust Companies

Bond:

Additional, reduction, 878.05

Premium allowed as expense, 112.08

Compromises between claimants, 879.59

Condemnation, power to convey, 32.15

Corporate fiduciaries, regulation, 223.105

Corporation or limited liability company, power to form, 857.27

Death, resignation, removal, succession, 701.17