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Don’t Get Caught in the Doghouse: Estate Planning for Clients with Pets

General Credits:
Date:

$129.00

Course Description

This course will cover alternatives for providing for the care of your pets after your incapacity and death. It will address the creation of Pet Trusts and provide an analysis of statutory provisions relating to the creation of such trusts. Sample language for such trusts will be reviewed and discussed including how to draft the trust to avoid common pitfalls.

Syllabus

  1. Why Include Pets in the Estate Plan
  2. History of Treatment of Pets in Estate Planning Documents
  3. Alternatives to Trust Documents
  4. Pet Trusts; Statutory Analysis and Drafting
  5. Tax and Administration Issues

Credit Details

Date

Time

Course Type

Course Instructor

Veronica Koneski Cerruti, Esq.
Original Date Of Course

General Credits

1
Veronica Koneski Cerruti, Esq.
Veronica Koneski Cerruti, Esq.
Veronica Koneski Cerruti, Esq. practices in trust, estate, and transfer tax planning, with particular expertise in family wealth transfers, business succession planning, and sophisticated tax savings techniques for large estates. She handles a range of matters including estate and trust administration, tax return preparation, asset protection planning, and trust litigation, and regularly speaks on estate planning topics for educational programs.
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