Wispact Trust II Third-Party

Unfunded Trust II Creation Documents

The following documents will be necessary if the Trust II will be submitted as “Unfunded”
(i.e. will not be funded within 12 months of submission of application materials)

Funded Trust II Creation Documents

The following documents will be necessary if the Trust II will be submitted as “Funded”
(i.e. will not be funded within 12 months of submission of application materials)

 

Documents required to establish a Wispact Trust are provided as a service to the Wisconsin legal community. Wispact Trust I and II Contribution Agreements have been approved by the State of Wisconsin, copyrighted and may not be altered. Establishing a Special Needs Trust is a complex and exacting process, and if executed improperly may carry penalties. Therefore, Wispact Trust documents must be completed and submitted only by a licensed Wisconsin attorney.

ATTORNEYS: You must read and agree to the Attorney Disclaimer before continuing to the next page.