$149.00
Learn more about estate planning tools and trusts to ensure that your client’s pets are cared for when they are no longer alive or able to care for them.Many clients have pets that are just as important and considered to be like children. Clients need planning to provide for pets during their incapacity and after the client’s death. This presentation will help you educate clients about planning and providing for their pets.
Date: 2023-03-30 Start Time: End Time:
Learning Objectives
Pets in America
• Costs of Pets
• Number of Pets
History of Estate Planning for Pets
• Common Law
• Statutory
Legal Issues Involved in Planning for Pets
• Short-Term
• Long-Term
Legal Documents
• Pet Trusts
• Durable Power of Attorney Provisions
• Will Provisions
Issues Beyond the Documents
• Caretaker for the Pet
• Trustee for Pet
• Care Plans
CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Donna J. Jackson, CPA, J.D., LL.M.-Donna J. Jackson, Attorney at Law, PC