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Legal Updates Archive

Published Before November 18, 2015

The content in the following publications is based upon the state of the law at the time of its original publication. As legal developments change quickly, the content in these publications may not remain accurate as laws change over time. None of the information contained in these publications is intended as legal advice or opinion relative to specific matters, facts, situations, or issues. You should not act upon the information in these publications without discussing your specific situation with legal counsel.

Estate Recovery Program Changes Effective August 1, 2014

Authored by Mark D. Munson, Shanna N. Yonke, June 5, 2014
Last year, Wisconsin legislators approved major changes to Wisconsin's Estate Recovery Program (ERP), which seeks repayment of long-term care benefits provided to medical assistance recipients from their estates upon their deaths. Yesterday, the Wisconsin…

Is Life Insurance a Suitable Investment? Trustees No Longer Required to Monitor Suitability

Authored by Shanna N. Yonke, May 18, 2014
Under existing Wisconsin law, the trustee of an irrevocable trust that owns life insurance contracts is required to monitor the contracts to determine whether they are suitable investments for the trust and, if necessary, to take steps to prevent the…

E-Z Legal Form Results in Uneasy Post-Death Issues

Authored by Shanna N. Yonke, May 1, 2014
Have you ever seen fill-in-the-blank wills online or in a bookstore? They are inexpensive and can be completed relatively quickly. Unfortunately, those forms are not personalized to meet your estate planning needs and they may lack provisions that are…

New Implements of Husbandry Bill Now in Effect


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