2017 Statutes Index

Distribution upon termination, 701.0817

Impossibility of trust purpose, cy pres doctrine, 701.0413

Mistakes, correction, 701.0415

Noncharitable irrevocable, by consent, 701.0411

Tax objectives, modification to achieve, 701.0416

Unanticipated circumstances or inability to administer, 701.0412

Uneconomic trust, 701.0414

Notice, methods and waiver, 701.0109

Perpetuities, rule against applies, 700.16

Principal and income act:

Adjustments;

Trustees power to make, 701.1104

Notice to beneficiaries, 701.1105

Apportionment:

Receipts and disbursements, when decedent dies or income interest begins, 701.1113

When income interest ends, 701.1114

Asset-backed securities, 701.1129

Capital gains, power to treat as part of distributions, 701.1108

Definitions, 701.1102

Deferred compensation, annuities, similar pay, 701.1123

Depreciation, transfers form income to principal for, 701.1133

Derivatives and options, 701.701.1128

Distributions from trust or estate, 701.1116

Fiduciary duties, general principles, 701.1103

Income:

Disbursements from, 701.1130

Payments and accumulations, 701.1136

When right to begins and ends, 701.1112

Insurance and similar contracts, 701.1121

Insubstantial obligations not required, 701.1122

Interest on obligations to pay money, 701.1120

Judicial review of discretionary power, 701.1109

Liquidating assets, 701.1124

Minerals, water, other resources, 701.1125

Net income, determination and distribution, 701.1110

Residuary and remainder beneficiary distributions, 701.1111

Principal:

Disbursements from, 701.1131:

Receipts, 701.1117

Property not productive of income, 701.1127

Receipts, character of, 701.1115

Reimbursing principal, transfers form income for, 701.1134

Rental property 701.1119

Scope of act, 701.1101

Taxes:

Adjustments between principal and interest because of, 701.1135

Income taxes, 701.1134

Timber, 701.1126

Unitrust:

Conversion to, 701.1106

Express, 701.1107

Private foundations, 701.1201

Representation of others:

Basic effect, 701.0301

Court appointment of representative, 701.0305

Fiduciaries, parents, persons appointed by trustees, 701.0303

Persons having substantially identical interests, 701.0304

Power of appointment holder, 701.0302

Revocable trusts:

Limitations on actions to contest validity, 701.0604

Revocation or amendment, 701.0602

Settlor:

Capacity, 701.0601

Powers, 701.0603

Scope of ch. 701, 701.0102

Default and mandatory rules, 701.0105

Uniform application and construction, 701.1203

Settlement agreements, nonjudicial, 701.0111

Spendthrift provisions, 701.0502

Exceptions, 701.0503

Suspension of power of alienation limited, 700.16

Termination, see Modification or termination under this subhead

Testamentary trusts, transfers to, 706.09

Title of ch. 701, 701.0101

Transfers to trusts, 701.0419

Transfers to minors, uniform act, 54.854 to 54.898

Trust property, titling, 701.0710

Trust protectors, powers, 701.0818

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

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