Current Issues in Estate Planning for Pets

$149.00

SKU: 410341

Description

Learn more about estate planning tools and trusts to ensure that your clients 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 clients death. This presentation will help you educate clients about planning and providing for their pets.

Date: 2023-03-30 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to discuss the legal issues for providing for pets.

* You will be able to describe provisions that should be in a clients estate planning documents.

* You will be able to explain pet trusts.

* You will be able to review clients current estate planning and suggest changes to the plan.

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) ,CPE ,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