Wisconsin Statutes

Wis. Stat. § 701.0810 (2026)

Record keeping and identification of trust property

✓ current as of July 2026
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701.0810701.0810Record keeping and identification of trust property.
701.0810(1)(1)A trustee shall keep adequate records of the administration of the trust.
701.0810(2)(2)A trustee shall keep trust property separate from the trustee’s own property.
701.0810(3)(3)Except as otherwise provided in sub. (4), a trustee shall cause the trust property to be designated so that the interest of the trust, to the extent feasible, appears in records maintained by a party other than a trustee or beneficiary.
701.0810(4)(4)If the trustee maintains records clearly indicating the respective interests, a trustee may invest as a whole the property of 2 or more separate trusts.
701.0810 HistoryHistory: 2013 a. 92.
Notes of Decisions
Cited in 3 cases (3 in the last 5 years), 2023–2025 · leading case: Jenny Lou Johnson v. Michael Mewis (Wis. Ct. App. 2025).
Jenny Lou Johnson v. Michael Mewis (Wis. Ct. App. 2025). · cites it 14× “§ 701.0810(1); and (3) by failing, contrary to WIS.”
Daniel Noziska v. Robert Zimmerman (Wis. Ct. App. 2023). “§ 701.0810; (2) collect trust property pursuant to WIS.”
Greg Griswold v. Jonathan T. Miles (Wis. Ct. App. 2025). “§ 701.0810(2)-(3) (discussing the duty of a trustee to keep trust property separate from trustee property).”
— Wis. Stat. § 701.0810(1) — 1 case
Jenny Lou Johnson v. Michael Mewis (Wis. Ct. App. 2025). “§ 701.0810(1); and (3) by failing, contrary to WIS.”
— Wis. Stat. § 701.0810(2) — 1 case
Greg Griswold v. Jonathan T. Miles (Wis. Ct. App. 2025). “§ 701.0810(2)-(3) (discussing the duty of a trustee to keep trust property separate from trustee property).”
Annotations are extracted automatically from the opinions in the Syfert caselaw corpus and ranked by authority, recency, and treatment. Dots show Syfertize treatment of the citing case itself.