Wisconsin Statutes
Wis. Stat. § 701.0810 (2026)
Record keeping and identification of trust property
✓ current as of July 2026
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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.
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). “§ 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).”
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