Estates, Trusts and Fiduciaries


Applicable Laws and Rules

This document provides statements or interpretations of the following laws and regulations in effect as of January 31, 2020: Sections 71.03, 71.04, 71.09, 71.125, 71.13, 71.14, 71.17, 72.02 and 72.36, Wis. Stats.

Laws enacted and in effect after January 31, 2020, new administrative rules, and court decisions may change the interpretations in this document. Guidance issued prior to January 31, 2020, that is contrary to the information in this document is superseded by this document, pursuant to sec. 73.16(2)(a), Wis. Stats.

FOR QUESTIONS OR COMMENTS CONTACT:

MS 6-81
WISCONSIN DEPARTMENT OF REVENUE
Estate and Fiduciary Assistance
PO Box 8906
Madison, WI 53708-8906
Phone: (608) 264-4217
Fax: (608) 267-0834
Email additional questions to DOREstateandFiduciary@wisconsin.gov

Guidance Document Number: 100023

January 31, 2020