reglab/housing_qa huggingface dataset:
WI Stat § 700.25 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 700 - Interests in property.|700.25 - Applicability of chapter.

700.25  Applicability of chapter. This chapter applies to interests in property in existence on July 1, 1971, and to interests in property created after such date. If application of any provision of this chapter to an interest in property in existence on July 1, 1971, is unconstitutional, it shall not affect application of the provision to an interest in property created after July 1, 1971.
WI Stat § 700.26 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 700 - Interests in property.|700.26 - Applicability of general transfers at death provisions.

700.26  Applicability of general transfers at death provisions. Chapter 854 applies to a transfer at death under an instrument of transfer.History:  1997 a. 188.
WI Stat § 700.28 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 700 - Interests in property.|700.28 - Prohibiting unreasonable restrictions on alienation of property.

700.28  Prohibiting unreasonable restrictions on alienation of property. (1) In this section, “political subdivision" means a city, village, town, or county. (2) A political subdivision may not prohibit or unreasonably restrict a real property owner from alienating any interest in the real property. History:  2015 a. 391.
WI Stat § 700.35 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 700 - Interests in property.|700.35 - Renewable energy resource easements.

700.35  Renewable energy resource easements. In this section, “renewable energy resource easement" means an easement which limits the height or location, or both, of permissible development on the burdened land in terms of a structure or vegetation, or both, for the purpose of providing access for the benefited land to wind or sunlight passing over the burdened land. Every renewable energy resource easement shall be in writing and shall be subject to the same conveyancing and instrument recording requirements as other easements. Renewable energy resource easements shall run with the land benefited and burdened unless otherwise expressly stated therein.History:  1981 c. 354.
WI Stat § 701.0101 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0101 - Short title.

701.0101  Short title. This chapter may be cited as the Wisconsin Trust Code.History:  2013 a. 92.Estate Planning Metamorphosis: Wisconsin's New Trust Code. Schultz & Weinsch. Wis. Law. June 2014.
WI Stat § 701.0102 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0102 - Scope.

701.0102  Scope. This chapter applies to express, charitable or noncharitable, and testamentary or living trusts, and any trust created pursuant to a statute, judgment, or decree that requires the trust to be administered in the manner of an express trust. This chapter does not apply to any of the following: (1) A constructive or resulting trust. (2) A guardianship. (3) A conservatorship. (4) A custodial arrangement made pursuant to the Uniform Transfers to Minors Act under ss. 54.854 to 54.898 or the Uniform Custodial Trust Act under ss. 54.950 to 54.988. (5) A common trust or a collective investment fund. (6) A trust created by a depository agreement with a financial institution. (7) A trust made in connection with a business transaction, including a trust created under a bond indenture or collateral trust agreement or in connection with a structured finance transaction, a common law trust under s. 226.14, or a business trust. (8) A voting trust. (9) A fund maintained pursuant to court order in conjunction with a bankruptcy proceeding, business liquidation, or class action lawsuit. (10) A trust that is part of an employee benefit arrangement or an individual retirement account. (11) A trust established under a qualified tuition savings program or education savings account. (12) A trust account maintained on behalf of a client or customer by a licensed service professional, including a trust account maintained by an attorney or by a real estate broker. (13) Any other arrangement under which a person is a nominee or escrowee for another. History:  2013 a. 92.
WI Stat § 701.0104 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0104 - Knowledge.

701.0104  Knowledge. (1) Subject to sub. (2), a person has knowledge of a fact if any of the following applies:(a) The person has actual knowledge of the fact.(b) The person has received a notice or notification of the fact.(c) The person has reason to know the fact from all the facts and circumstances known to the person at the time in question. (2) An organization that conducts activities through employees has notice or knowledge of a fact involving a trust only from the time the information was received by an employee having responsibility to act for the trust, or would have been received by the employee if the organization had exercised reasonable diligence. An organization exercises reasonable diligence if it maintains reasonable routines for communicating significant information to the employee having responsibility to act for the trust and there is reasonable compliance with the routines. Reasonable diligence does not require an employee of the organization to communicate information unless the communication is part of the individual's regular duties or the individual knows a matter involving the trust would be materially affected by the information.History:  2013 a. 92.
WI Stat § 701.0105 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0105 - Default and mandatory rules.

701.0105  Default and mandatory rules. (1) Except as otherwise provided in the terms of the trust, this chapter governs the duties and powers of trustees, directing parties, and trust protectors; relations among trustees, directing parties, and trust protectors; and the rights and interests of beneficiaries. (2) The terms of a trust prevail over any provision of this chapter except for the following:(a) The requirements for creating a trust.(b) The duty of a trustee or a directing party to act in good faith and in accordance with the terms and purposes of a trust instrument and the interests of the beneficiaries.(c) The requirement that a trust and its terms be for the benefit of its beneficiaries, and that the trust have a purpose that is lawful.(d) The power of a court to modify or terminate a trust under ss. 701.0410 to 701.0416.(e) The effect of a spendthrift provision and the rights of certain creditors and assignees to reach a trust as provided in ss. 701.0501 to 701.0508.(f) The power of the court under s. 701.0702.(g) The power of the court under s. 701.0708 (2) to adjust a trustee's, directing party's, or trust protector's compensation specified in the terms of the trust.(h) The effect of an exculpatory term under s. 701.1008.(i) The rights under ss. 701.1010 to 701.1013 of a person other than a trustee or beneficiary.(j) Periods of limitation for commencing a judicial proceeding.(k) The power of the court to take such action and exercise such jurisdiction as may be necessary in the interests of justice.(L) The jurisdiction of the court and venue for commencing a proceeding as provided in ss. 701.0202, 701.0203, and 701.0204.(m) The jurisdiction of the court under ss. 701.0807 (4), 701.0808 (9), and 701.0818 (12).(n) The legal capacity under s. 701.0818 (2) (c) in which a trust protector who is also serving as a trustee or a directing party must exercise any power granted to the trust protector. History:  2013 a. 92; 2013 a. 151 s. 28.
WI Stat § 701.0106 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0106 - Common law of trusts; principles of equity.

701.0106  Common law of trusts; principles of equity. The common law of trusts and principles of equity supplement this chapter, except to the extent modified by this chapter or another statute of this state. History:  2013 a. 92.
WI Stat § 701.0107 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0107 - Governing law.

701.0107  Governing law. The meaning and effect of the terms of a trust are determined by one of the following: (1) The law of the jurisdiction designated in the trust instrument. (2) In the absence of a controlling designation in the terms of a trust, the law of the jurisdiction having the most significant relationship to the matter at issue.History:  2013 a. 92.
WI Stat § 701.0109 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0109 - Methods and waiver of notice.

701.0109  Methods and waiver of notice. (1) Notice to a person under this chapter or the sending of a document to a person under this chapter shall be accomplished in a manner reasonably suitable under the circumstances and likely to result in receipt of the notice or document. Permissible methods of notice or for sending a document include 1st class mail, personal delivery, delivery to the person's last known place of residence or place of business, or a properly directed electronic message. (2) Notice otherwise required under this chapter or a document otherwise required to be sent under this chapter does not need to be provided to a person whose identity or location is unknown to and not reasonably ascertainable by a trustee. (3) Notice under this chapter or the sending of a document under this chapter may be waived by the person to be notified or sent the document. (4) Notice of a judicial proceeding shall be given as provided in s. 701.0205. History:  2013 a. 92.
WI Stat § 701.0110 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0110 - Others treated as qualified beneficiaries.

701.0110  Others treated as qualified beneficiaries. (1) A charitable organization that is expressly designated to receive distributions under the terms of a charitable trust and that is not subject to a right of substitution by the settlor or by any other party prior to the charitable organization becoming a distributee or permissible distributee of trust income or principal has the rights of a qualified beneficiary under this chapter if the charitable organization, on the date on which the charitable organization's qualification is being determined, satisfies one of the following:(a) The charitable organization is a distributee or permissible distributee of trust income or principal.(b) The charitable organization would be a distributee or permissible distributee of trust income or principal upon the termination of the interests of other distributees or permissible distributees then receiving or eligible to receive distributions.(c) The charitable organization would be a distributee or permissible distributee of trust income or principal if the trust terminated on that date. (2) A person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in s. 701.0408 or 701.0409 has the rights of a qualified beneficiary under this chapter. (3) The attorney general of this state has the rights of a qualified beneficiary with respect to a charitable trust having its principal place of administration in this state only when the charitable interest to be represented would qualify under sub. (1) but no charitable organization has been expressly designated to receive distribution under the terms of a charitable trust. History:  2013 a. 92.
WI Stat § 701.0111 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0111 - Nonjudicial settlement agreements.

701.0111  Nonjudicial settlement agreements. (1) In this section, “interested person" means a person whose consent would be required in order to achieve a binding settlement were the settlement to be approved by the court. (2) An interested person may be represented under this section as provided in subch. III. (3) Except as provided in sub. (4), an interested person may enter into a binding nonjudicial settlement agreement with respect to any matter involving a trust. A binding nonjudicial settlement agreement is considered part of the trust instrument. (4) A nonjudicial settlement agreement is valid only to the extent it includes terms and conditions that could be properly approved by a court under this chapter or other applicable law. (5) Except as provided in sub. (4), matters that may be addressed by a nonjudicial settlement agreement include any of the following:(a) The interpretation or construction of the terms of the trust.(b) The approval of a trustee's report or accounting or waiver of the preparation of a trustee's report or accounting.(c) Direction to a trustee to perform or refrain from performing a particular act or the grant to a trustee of any necessary power.(d) The resignation or appointment of a trustee.(e) The determination of a trustee's compensation.(f) The transfer of a trust's principal place of administration.(g) The liability or release from liability of a trustee for an action relating to the trust.(h) The criteria for distribution to a beneficiary where the trustee is given discretion.(i) The resolution of disputes arising out of the administration or distribution of the trust.(j) An investment action.(k) The appointment of and powers granted to a directing party or a trust protector.(L) Direction to a directing party or to a trust protector to perform or refrain from performing a particular act or the grant of a power to a directing party or trust protector. (6) Any interested person may request a court to approve a nonjudicial settlement agreement, to determine whether the representation as provided in subch. III was adequate, or to determine whether the agreement contains terms and conditions the court could have properly approved. History:  2013 a. 92.
WI Stat § 701.0201 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0201 - Role of court in administration of trust.

701.0201  Role of court in administration of trust. (1) The court may intervene in the administration of a trust to the extent its jurisdiction is invoked by an interested person or as provided by law. (2) Unless ordered by the court upon a petition of a settlor, trustee, or qualified beneficiary requesting continuing judicial supervision, a trust is not subject to continuing judicial supervision. (3) A judicial proceeding involving a trust or the trust's administration may involve any of the following:(a) Determining the validity of all or any part of a trust.(b) Appointing or removing a trustee, directing party, or trust protector.(c) Appointing a representative or guardian ad litem, as provided in s. 701.0305, whether or not any other judicial proceeding concerning the trust is pending.(d) Reviewing and approving a fee of a trustee, directing party, or trust protector.(e) Approving interim or final accounts.(f) Ascertaining trust beneficiaries.(g) Determining the existence or nonexistence of any immunity, power, privilege, duty, or right.(h) Requesting trustee instructions.(i) Obtaining a declaratory judgment.(j) Seeking reformation or other equitable relief with respect to a trust.(k) Resolving a question arising in the administration of a trust, including a question of construction of a trust instrument.(L) Determining any other matter involving a trustee, directing party, trust protector, or beneficiary. History:  2013 a. 92.
WI Stat § 701.0202 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0202 - Personal jurisdiction.

701.0202  Personal jurisdiction. (1) A trustee, trust protector, or directing party submits personally to the jurisdiction of the courts of this state regarding any matter involving the trust by accepting an appointment as a trustee, trust protector, or directing party of a trust having its principal place of administration in this state or by continuing to serve as the trustee, trust protector, or directing party of a trust after the principal place of administration of the trust is moved to this state. (2) With respect to a beneficiary's interest in a trust, the beneficiary of a trust having its principal place of administration in this state is subject to the jurisdiction of the courts of this state regarding any matter involving the trust. By accepting a distribution from a trust having its principal place of administration in this state, a recipient submits personally to the jurisdiction of the courts of this state regarding any matter involving the trust. (3) Notwithstanding any contractual provision or other agreement between the trustee and the agent to the contrary, by accepting the delegation of a trust function pursuant to s. 701.0807 or 881.01 (10), or otherwise, from the trustee of a trust having a principal place of administration in this state, the agent submits personally to the jurisdiction of the courts of this state regarding any matter involving the trust. (4) This section does not preclude other methods of obtaining jurisdiction over a trustee, directing party, trust protector, beneficiary, or other person receiving property from the trust. History:  2013 a. 92.
WI Stat § 701.0203 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0203 - Subject matter jurisdiction.

701.0203  Subject matter jurisdiction. (1) The circuit court assigned to exercise probate jurisdiction has exclusive jurisdiction of proceedings in this state brought by a trustee, trust protector, directing party, or beneficiary concerning the administration of a trust. Except as otherwise provided in this chapter, and as applicable, the probate procedure described in ch. 879 applies to a proceeding brought by a trustee, trust protector, directing party, or beneficiary concerning the administration of a trust. (2) This section does not preclude judicial or nonjudicial alternative dispute resolution, including nonjudicial settlement agreements described in s. 701.0111. History:  2013 a. 92.
WI Stat § 701.0204 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0204 - Venue.

701.0204  Venue. (1) Except as provided in sub. (2), venue for a judicial proceeding involving a trust may be in the county of this state in which the trust's principal place of administration is or will be located or, if the trust is a testamentary trust and the decedent's estate is not yet closed, in the county of this state in which the decedent's estate is being administered. (2) If a trust has no trustee, venue for a judicial proceeding for the appointment of a trustee is in any of the following:(a) A county of this state in which a beneficiary resides.(b) A county of this state in which any trust property is located.(c) A county of this state in which the holder of trust property maintains an office.(d) If the trust is a testamentary trust and the decedent's estate is not yet closed, in the county of this state in which the decedent's estate is being administered. (3) Venue for a judicial proceeding involving a trust is also governed by ss. 801.50 to 801.62, as applicable, and the proceeding is regarded as a civil action for that purpose. History:  2013 a. 92.
WI Stat § 701.0205 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0205 - Notice.

701.0205  Notice. If notice of a judicial proceeding involving a trust to an interested person, to the person's representative or guardian ad litem, or to other persons, is required by law or deemed necessary by the court, the court shall order such notice to be given as prescribed in s. 879.05 except that service by publication may not be required unless ordered by the court. The court may order both personal service and service by publication on designated persons. Proof of service shall be made as provided in s. 879.07. Interested persons, on behalf of themselves, or their representatives or guardians ad litem, on behalf of the representative or guardian ad litem and the interested person the representative or guardian ad litem represents, may in writing waive service of notice and consent to the hearing of any matter without notice. Waiver of notice or an appearance by any interested person or the interested person's representative or guardian ad litem is equivalent to timely service of notice.History:  2013 a. 92 s. 194.
WI Stat § 701.0206 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0206 - Attorney for person in military service.

701.0206  Attorney for person in military service. At the time of filing a petition for a judicial proceeding involving a trust, the petitioner shall file an affidavit setting forth the name of any interested person who is actively engaged in the military service of the United States. Whenever it appears by the affidavit or otherwise that any person in the active military service of the United States is an interested person and is not represented by an attorney, or by an attorney-in-fact who is duly authorized to act on the interested person's behalf in the matter, the court shall appoint an attorney to represent the interested person and protect the person's interest.History:  2013 a. 92 s. 195.
WI Stat § 701.0301 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0301 - Representation: basic effect.

701.0301  Representation: basic effect. (1) Notice, information, an accounting, or a report given to a person who may represent and bind another person under this subchapter is a substitute for and has the same effect as notice, information, an accounting, or a report given directly to the other person. (2) The consent of a person who may represent and bind another person under this subchapter is binding on the person represented unless the person represented objects to the representation by notifying the trustee or the representative in writing before the consent would otherwise have become effective. (3) Except as provided in ss. 701.0411 and 701.0602, a person who under this subchapter may represent a settlor who lacks capacity may receive notice and may give a binding consent on the settlor's behalf. (4) A settlor may not represent and bind a beneficiary under this subchapter with respect to the termination or modification of a trust under s. 701.0411 (1). (5) A trustee is not liable for giving notice, information, an accounting, or a report to a beneficiary who is represented by another person under this subchapter and nothing in this subchapter prohibits the trustee from giving notice, information, an accounting, or a report to the person represented. History:  2013 a. 92.
WI Stat § 701.0302 (2021)
2021 Wisconsin Statutes & Annotations|Chapter 701 - Trusts.|701.0302 - Representation by holder of general power of appointment.

701.0302  Representation by holder of general power of appointment. To the extent there is no conflict of interest between a holder of a general power of appointment and a person represented with respect to the particular question or dispute, the holder may represent and bind the person whose interests, as a permissible appointee, a taker in default, or otherwise, are subject to the power. History:  2013 a. 92.