Wisconsin 2023-2024 Regular Session

Wisconsin Senate Bill SB759

Introduced
12/8/23  
Refer
12/8/23  
Report Pass
2/6/24  
Engrossed
2/13/24  
Enrolled
2/20/24  
Chaptered
3/22/24  

Caption

Trust administration, the Uniform Powers of Appointment Act, the Uniform Trust Decanting Act, disclosure of certain digital property, and the classification of certain digital property as individual property for purposes of determining marital property. (FE)

Impact

The enactment of SB759 will alter existing statutes regarding how trusts are managed and how beneficiaries can interact with trust property, particularly focusing on the inclusion and treatment of digital assets. This reform is expected to facilitate easier management of assets in the digital age, ensuring that these assets are treated consistently with traditional forms of property. Furthermore, it allows for clearer guidelines on the powers of trustees and the rights of beneficiaries, which may lead to more efficient dispute resolutions regarding trust-related matters.

Summary

SB759, also known as Wisconsin Act 127, primarily addresses updates to trust administration, focusing on the Uniform Powers of Appointment Act and the Uniform Trust Decanting Act. The bill aims to streamline and clarify the administration of trusts by introducing specific provisions on powers of appointment and trust modifications. One significant aspect is the change in how digital property is classified, which includes provisions that explicitly classify digital property as individual property for marital property determinations.

Sentiment

The general sentiment surrounding SB759 appears to be positive, with advocates highlighting the importance of modernizing trust laws to reflect changes in technology and society's way of managing assets. Supporters argue that these updates are necessary for effective asset management in a world where digital assets play an increasingly vital role. However, some concerns were raised about potential complexities introduced by these changes and how they could affect existing trust arrangements.

Contention

While the bill has garnered overall support for its modernization efforts, notable points of contention arise around the implications for existing trust structures and whether the new regulations adequately protect the interests of beneficiaries. Some stakeholders worry that the amendments could lead to unanticipated consequences, particularly regarding how digital assets are classified and utilized within trusts, potentially complicating inheritance and ownership issues.

Companion Bills

No companion bills found.

Previously Filed As

WI AB803

Trust administration, the Uniform Powers of Appointment Act, the Uniform Trust Decanting Act, disclosure of certain digital property, and the classification of certain digital property as individual property for purposes of determining marital property. (FE)

WI HB1205

Uniform trust decanting act and trustee duties.

WI SB1340

Trusts; modifying the Uniform Testamentary Additions to Trust Act; authorizing devise of property by will to certain trusts. Effective date.

WI HB3767

Relating to homestead property transferred to a trustee of certain trusts.

WI B25-0224

Uniform Trust Decanting Act of 2023

WI SB909

Uniform Trust Decanting Act.

WI HB27

Estates and Trusts - Compensation of Guardians of Property and Trustees

WI SB19

Estates and Trusts - Compensation of Guardians of Property and Trustees

WI HB836

Uniform Statutory Rule Against Perpetuities; trusts, certain nonvested property interests.

WI SB470

Uniform Statutory Rule Against Perpetuities; trusts, certain nonvested property interests.

Similar Bills

WI AB803

Trust administration, the Uniform Powers of Appointment Act, the Uniform Trust Decanting Act, disclosure of certain digital property, and the classification of certain digital property as individual property for purposes of determining marital property. (FE)

DC B25-0224

Uniform Trust Decanting Act of 2023

DC B25-0219

Uniform Powers of Appointment Act of 2023

AR HB1749

To Adopt The Uniform Trust Decanting Act.

MA S1112

Establishing the Massachusetts Uniform Trust Decanting Act

VT H0279

An act relating to the Uniform Trust Decanting Act

MA H1856

Relative to the Massachusetts Uniform Trust Decanting Act

MA H1648

Relative to the Massachusetts Uniform Trust Decanting Act