Pet Trusts

SPEAKER RICHARD MAYBERRY


Pet Estate Planning

Last offered:
February 24, 2011




Program Description-Available Lawyers Nationwide

Helping Clients Secure Continued Care                           for Their Pets

To many people, pets are more than property - they are family. Ensuring proper and ongoing care for pets once the client passes away poses several challenges for the attorney. Let our knowledgeable faculty walk you through these unique issues and explain how to incorporate the safety and care of pets into your clients' estate plans - register today!

  • Hear the latest legislative updates in this rapidly advancing practice area.
  • Weigh various pet estate planning options.
  • Understand tax challenges to setting up a pet trust.

Agenda Covered
  1. LEGISLATIVE UPDATE
    1. In Absence of Statutory Provision
    2. Adoption by 40 States
  2. PLANNING FOR EMERGENCY AND INCAPACITY
    1. Powers of Attorney
    2. Emergency Cards
    3. Living Wills
  3. PLANNING FOR LONG-TERM CARE: PET TRUSTS
    1. Creating a Trust Immediately vs. in a Will
    2. Estimating the Cost of Care
    3. How to Select the Care Taker and Trustee?
    4. Tax Challenges

Who Attended: 40 lawyers from Hawaii to Florida

This unique course benefited lawyers in multiple states, nationwide.  It may also benefit personal representatives and trust officers, estate and financial planners, and paralegals.