{"data":{"id":"us-wi/wis.-stat.-701.0306","jurisdiction":"us-wi","citation":"Wis. Stat. § 701.0306","heading":"Designated representative.","body":"(1) If specifically nominated in the trust instrument, one or more persons may be designated to represent and bind a beneficiary and receive any notice, information, accounting, or report. The trust instrument may also authorize any one or more persons to designate one or more persons to represent and bind a beneficiary and receive any notice, information, accounting, or report.\n(2) Except as otherwise provided in this chapter, a person designated in sub. (1) may not represent and bind a beneficiary while that person is serving as trustee.\n(3) Except as otherwise provided in this chapter, a person designated in sub. (1) may not represent and bind another beneficiary if the person designated also is a beneficiary, unless one of the following applies:\n(a) That person was named by the settlor.\n(b) That person is one of the following:\n1. The beneficiary’s spouse.\n2. A grandparent or descendant of a grandparent of the beneficiary.\n3. A grandparent or descendant of a grandparent of the beneficiary’s spouse.","path":["Chs. 700-711, Property","Chapter 701 Trusts","SUBCHAPTER III REPRESENTATION"],"source_url":"https://docs.legis.wisconsin.gov/document/statutes/701.0306","current_through":"2023-24 Wisconsin Statutes updated through 2025 Wis. Act 247 (published 9-4-26)","vintage":"","retrieved_at":"2026-09-05T12:01:33Z","sha256":"a04100390c4c32c1e61076f03fbabfe78d263288cacb1373ea60eebd2ca4c74e","source_id":"us-wi","stale":false,"prev":"us-wi/wis.-stat.-701.0305","next":"us-wi/wis.-stat.-701.0307"},"notice":"GroundRules: Original legal text. Not legal advice."}