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
No qualifying new Wisconsin legislative, regulatory, or Medicaid development was verified for this edition. Wisconsin’s Medicaid estate-recovery framework under Wis. Stat. § 49.849 — which reaches probate and non-probate property, including revocable-trust assets — is longstanding and unchanged this period.
Nothing new to re-paper for Wisconsin from this axis; the controlling estate-recovery authority under § 49.849 is unchanged.
Wis. Stat. § 49.849 — controlling authority unchanged; no new verified signal this period.
Decisions that bind a Wisconsin practitioner — Wisconsin’s appellate courts and the federal courts covering Wisconsin, including the U.S. 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.
A disabled Medicaid recipient challenged county final billing notices for room-and-board contributions in a community support program. The court affirmed that final notices are not an “order to compel payment” under Wis. Stat. §46.10(4)(a), so no contested-case appeal lay — but held, as guidance, that a county-issued order to compel payment would be the functional equivalent of a Department order via the §46.10(16) delegation, opening administrative review.
When a county program bills your client, the appeal door hinges on the paper’s label — demand a formal order to compel payment before conceding no hearing right exists, and cite Stewart’s functional-equivalence guidance when the county claims its own orders are unreviewable.
Stewart v. Wisconsin DHS, No. 2025AP805, 2026 Wisc. App. LEXIS 697 (Wis. Ct. App. Dist. IV June 18, 2026) (published)
This lane reads each new opinion from Wisconsin’s appellate courts and the federal courts covering Wisconsin (Seventh Circuit) before anything lands here, and reads-and-discards matters that aren’t trusts-and-estates — criminal, family, commercial/LLC fiduciary, tax, and cases where an estate or trust is only a party. For this period’s trailing window, no new verified trusts-and-estates or estate-recovery decision from those courts was identified in the sources reviewed.
Nothing to re-paper from the bench this period; controlling authority is unchanged. When the next verified T&E ruling issues, it lands here with the holding and the official cite.
Controlling authority unchanged · Wisconsin appellate courts · U.S. Seventh Circuit.
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.