The New Wisconsin Trust Code: What It Means for You – Milwaukee Seminar

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The new Wisconsin Trust Code came into effect July 1, and Reinhart hosted a Trusts and Estates seminar, The New Wisconsin Trust Code – What It Means for You. This seminar, handout included, focused on the new law and explored how these changes could affect you and your family.

Major Topics Include:

  • Directing Parties and Trust Protectors – why appointing one may be appropriate for your trust.

  • Trust modification made easier – nonjudicial settlement agreements and decanting provisions are now available to allow you and your family to modify your irrevocable trust without going to court.

  • Disclosure of trust assets and other information – how the Wisconsin Trust Code changes the information your beneficiaries will receive – unless you direct otherwise.

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These materials provide general information which does not constitute legal or tax advice and should not be relied upon as such. Particular facts or future developments in the law may affect the topic(s) addressed within these materials. Always consult with a lawyer about your particular circumstances before acting on any information presented in these materials because it may not be applicable to you or your situation. Providing these materials to you does not create an attorney/client relationship. You should not provide confidential information to us until Reinhart agrees to represent you.