Your state’s pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Wisconsin T&E solo who knows Chapters 851–882 (Wisconsin’s own probate code, non-UPC) cold but still loses an afternoon a week hunting the current homestead number, the Wisconsin Medicaid / Family Care & IRIS slot posture, whether the latest State Bar of Wisconsin changes how you scope an engagement, or whether a recent Wisconsin Court of Appeals decision just moved the law on capacity, undue influence, or a trustee’s duties. What’s below is what mattered in Wisconsin lately — the week’s developments and the recent rulings from the bench.
For licensed attorneys. This pack is general legal information and professional commentary for practicing attorneys — it is not legal advice, does not apply to any specific matter, and creates no attorney-client relationship. Verify every authority against the cited primary source before relying on it with a client. Published by Mike Moss, a Utah-admitted attorney, as an AI-enablement information product; it is not an offer of legal services and is not a representation that the author is admitted to practice in your jurisdiction.
Three developments from the last seven days that I think actually matter to a Wisconsin T&E solo. Each one has a read that lands on your practice specifically — and each one comes with the citation so you can verify the detail yourself before you use it with a client.
Act 60 (2025 Senate Bill 193) renumbered and amended Wis. Stat. 705.15(3) and 806.22 to clarify how a recorded transfer-on-death designation is revoked — including that a multi-owner or survivorship-marital-property designation is revoked only by all living owners — and how to obtain evidence that a decedent’s property interests have terminated.
The TOD deed stays a probate-avoidance workhorse, but Act 60 means the revocation mechanics and the survivorship-marital-property interaction now have to be drafted and explained with the new text in hand. Read 705.15 as amended before the next TOD deed goes to the register of deeds.
2025 Wis. Act 60 (2025 SB 193) · Wis. Stat. 705.15 · DOCS.LEGIS.WISCONSIN.GOV · eff. Dec. 9, 2025
DHS operations memo DMS-OPS-2026-19 sets the 2026 community-spouse income-allowance minimum allocation, shelter base amount, and dependent-family-member allowance (institutionalized-spouse asset limit at $2,000); the current dollar figures are published in P-10063 (01/2026).
These numbers reset annually, so a spend-down plan or community-spouse allocation built on last year’s figures will be off. Pull the exact 2026 amounts from the DMS memo and P-10063 before you quote a community-spouse allowance — don’t restate prior-year numbers from memory.
Wis. DHS Operations Memo DMS-OPS-2026-19 · DHS.WISCONSIN.GOV · eff. July 1, 2026
The Bar has no standalone AI ethics opinion; it treats the current Rules of Professional Conduct (competence, confidentiality, communication, reasonable fees, supervision) as sufficient and continues programming the topic — e.g., the 2026 Annual Meeting & Conference session ‘AI in the Law Firm: Ethical Rules, Risk Management & Fees.’
Don’t wait for a bright-line Wisconsin AI rule — there isn’t one, and the Bar’s position is that the existing RPCs already govern your AI use. Map your competence, confidentiality, and fee practices onto the current rules now rather than assuming a future opinion will draw the line for you.
State Bar of Wisconsin, 2026 Annual Meeting & Conference · WISBAR.ORG
Decisions from the courts that bind a Wisconsin practitioner — the Wisconsin Supreme Court and the Wisconsin Court of Appeals, the U.S. District Courts for the Eastern and Western Districts of Wisconsin, and the Seventh Circuit — read for what actually changes how you draft, advise, and plan. Trusts and estates broadly, not Medicaid alone: wills and capacity, undue influence, fiduciary duty, trust construction, and estate recovery. One read, the holding, and the official cite.
Across the Wisconsin Supreme Court and the Wisconsin Court of Appeals, the U.S. District Courts for the Eastern and Western Districts of Wisconsin, and the Seventh Circuit, no qualifying trusts-and-estates or estate-recovery decision has been logged at a verified primary source in the trailing window. Per the lane’s no-invent rule, this row says so plainly rather than inflating a holding — CourtListener is used for discovery only, never cited as authority.
Nothing to re-paper from the bench this period; controlling Wisconsin T&E authority is unchanged. When a qualifying decision is verified against its official reporter, it lands here with the holding and the cite.
Awaiting verified weekly signal — official reporter / court source only, never courtlistener.com.
This slot holds the next significant trusts-and-estates or estate-recovery decision from Wisconsin’s courts or the federal courts covering Wisconsin. The lane reads each opinion before it lands here, and reads-and-discards Medicaid program/provider litigation as not T&E. When the trailing window has no new ruling, this row says so plainly rather than inventing one.
Nothing to re-paper from the bench this period; controlling authority unchanged.
Official reporter · court · date — never courtlistener.com.
This week in Wisconsin for the T&E solo with Wisconsin Medicaid clients: the developments from the State Bar of Wisconsin (Real Property, Probate and Trust Law Section) and the Wisconsin Department of Health Services that actually moved your practice this period — each one primary-source verified.
Bar and Medicaid changes land on different schedules and aren’t indexed by practice focus. Every item here was checked against its primary source, with the link, so you can verify before relying on it.