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The Life Cycle of a Revocable Trust: Rules of Trust Administration Under Wisconsin's New Trust Code

 
Gain an understanding of trust administration under Wisconsin’s new Trust Code.

Wisconsin’s new trust code has made significant changes to the rules regarding trusts and beneficiaries. It introduces new key players in trust administration, expands the rules regarding the powers and duties of a trustee, provides new trust notice requirements, and changes Wisconsin’s limitation period for a breach of trust. Failure to understand these new rules may expose your clients to liability. This topic explains how Wisconsin’s new trust rules impact trust administration throughout the lifecycle of a revocable trust, discussing what to consider at creation of the revocable trust, upon the settlor’s death, and upon termination and distribution of the trust. This topic addresses the top rules of trust administration that you need to know in order to keep you and your clients out of trouble.

Agenda

Faculty

Elizabeth A. Heiner

Elizabeth A. Heiner

Boardman & Clark LLP

  • Attorney with Boardman & Clark LLP
  • Practices in area of estate planning, probate and trust administration
  • Adjunct instructor at the University of Wisconsin Law School, teaching a course on Trust Drafting
  • Member of the Wisconsin Trust Code Trailer Bill Committee
  • Member of the Wisconsin Trust Code Committee and Wisconsin Probate Code Trailer Bill Committee
  • Co-wrote the State Bar of Wisconsin publication Eckhardt’s Workbook for Wisconsin Estate Planners
  • Frequent lecturer on estate planning and trust administration issues
  • J.D. degree, cum laude and Order of the Coif, University of Wisconsin Law School; M.A. degree, Northwestern University; B.A. degree, Phi Beta Kappa, Northwestern University
  • Can be contacted at 608-283-1702 or [email protected]

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