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Wis. Stat. & Ann.
2025 Wisconsin Statutes & Annotations
Chapter 702 - Uniform powers of appointment act.
702.304 - Substantial compliance with donor-imposed formal requirement.
Universal Citation:
WI Stat § 702.304 (2025)
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702.304 Substantial compliance with donor-imposed formal requirement. A powerholder’s substantial compliance with a formal requirement of appointment imposed by the donor, including a requirement that the instrument exercising the power of appointment make reference or specific reference to the power, is sufficient if all of the following apply:
(1) The powerholder knows of and intends to exercise the power of appointment.
(2) The powerholder’s manner of attempted exercise of the power of appointment does not impair a material purpose of the donor in imposing the requirement.
History: 2023 a. 127.
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