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Wisconsin's Uniform Trust Decanting Act 2024

Product ID: CA3736W
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from Legal Issues of the Aging 2024.

Decanting developments

Effective March 23, 2024, the Wisconsin Uniform Trust Decanting Act (UTDA) introduced new rules for trust decanting, which are now incorporated into the Wisconsin Trust Code. The act provides clearer guidelines for modifying or transferring trust assets, modernizing and standardizing Wisconsin’s decanting rules in line with other jurisdictions that have adopted the UTDA.

Receive valuable insights and guidance on the ins and outs of the new law at Wisconsin’s Uniform Trust Decanting Act. Veteran practitioner Mark T. Johnson will provide clarity on key terminology under the new act, as well as general provisions for decanting relating to:

  • Protection of charitable interests
  • Fiduciary duties
  • Tax-related provisions
  • Limitations on decanting
Read More ↓

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Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Friday, November 01, 202412:00 PM - 12:55 PM CT

Add to Calendar 11/1/2024 12:00:00 PM 11/1/2024 12:55:00 PM America/Chicago Wisconsin's Uniform Trust Decanting Act 2024

This program is an excerpt from Legal Issues of the Aging 2024.

Decanting developments

Effective March 23, 2024, the Wisconsin Uniform Trust Decanting Act (UTDA) introduced new rules for trust decanting, which are now incorporated into the Wisconsin Trust Code. The act provides clearer guidelines for modifying or transferring trust assets, modernizing and standardizing Wisconsin’s decanting rules in line with other jurisdictions that have adopted the UTDA.

Receive valuable insights and guidance on the ins and outs of the new law at Wisconsin’s Uniform Trust Decanting Act. Veteran practitioner Mark T. Johnson will provide clarity on key terminology under the new act, as well as general provisions for decanting relating to:

  • Protection of charitable interests
  • Fiduciary duties
  • Tax-related provisions
  • Limitations on decanting
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This program is an excerpt from Legal Issues of the Aging 2024.

Decanting developments

Effective March 23, 2024, the Wisconsin Uniform Trust Decanting Act (UTDA) introduced new rules for trust decanting, which are now incorporated into the Wisconsin Trust Code. The act provides clearer guidelines for modifying or transferring trust assets, modernizing and standardizing Wisconsin’s decanting rules in line with other jurisdictions that have adopted the UTDA.

Receive valuable insights and guidance on the ins and outs of the new law at Wisconsin’s Uniform Trust Decanting Act. Veteran practitioner Mark T. Johnson will provide clarity on key terminology under the new act, as well as general provisions for decanting relating to:

  • Protection of charitable interests
  • Fiduciary duties
  • Tax-related provisions
  • Limitations on decanting
Read More ↓

Mark T. Johnson is a partner with Johnson Teigen, LLC in Fitchburg, Wisconsin, where he practices in the areas of estate planning, estate and trust administration, elder law, special needs planning, and real estate. Mr. Johnson is a Certified Elder Law Attorney (CELA), as designated by the National Elder Law Foundation and recognized by the American Bar Association for specialty certification. He graduated with honors from the University of Wisconsin Law School, has a Bachelor of Music degree from St. Olaf College, and a Master of Arts degree from the University of Notre Dame.

Mr. Johnson is a member of the Special Needs Alliance, the National Academy of Elder Law Attorneys (NAELA), the American Bar Association, the State Bar of Wisconsin (including its Elder Law and Special Needs and Real Property, Probate and Trust Law sections), and the Dane County Bar Association. He serves on the board of directors for NAELA and is a past president of the Wisconsin Chapter. He is a Fellow of the Wisconsin Law Foundation and a member of the Wisconsin Association of Charitable Gift Planners. Mr. Johnson has published articles in the Wisconsin Law Review, Wisconsin Lawyer, Elder Law and Special Needs Journal of Wisconsin, NAELA News, Journal of Legal Nurse Consulting, and has contributed to various publications of the State Bar of Wisconsin.

  • Get a comprehensive overview of the new Wisconsin Uniform Trust Decanting Act
  • Understand who’s who and what’s what under the new law’s terminology
  • Review general provisions for decanting parameters
  • Analyze various decanting scenarios, including options and limitations for each
  • Receive a “roadmap to decanting” and a chart comparing decanting with other trust modification methods
  • Estate planning practitioners
  • Elder law attorneys
  • Anyone seeking to understand the nuances of the Uniform Trust Decanting Act
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