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Estate Planning for Pets

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Ultimate pass accepted
Telephone seminar

Friday, November 13, 2009
12:00 - 1:00 P.M. CT
Telephone Seminar

The last day to preregister online was November 13, 2009.

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Tuition:

Nonmember: $95.00
Member: $75.00
Ultimate Passholder: $37.50

Credits:

1.0 CLE Credit

Instructions for accessing the seminar and links to materials will arrive via email one business day prior to the start of this teleseminar. You must have a valid email on file. Update your profile at myStateBar.

This course will be submitted to the Wisconsin Board of Bar Examiners for the credits listed above. Credit approval may not be received prior to event date.

Description

Pets can be a substantial source of comfort and affection for elderly clients. Providing for their safety and care once the client dies can be a source of great urgency for the client and raises several unique challenges for the attorney.  This program is a practical guide to the special challenges of creating and administering trusts for the safety and care of pets and the integration of the trust into the a client’s larger estate plan.  Among other topics, the program will cover the types of pet trusts and where they are available – some are universally available, others are the creature of statute, the special challenge of selecting trustees and caretakers for pet trusts, establishing administration standards, funding pet trusts, and a guide to challenges by other beneficiaries. 

  • Types of pet trusts and where they are available – universally available versus special statutorily created trusts
  • Issues in selecting trustees and caretakers
  • Establishing effective standards of administration
  • Funding pet trusts
  • Potential legal challenges

About the Speaker . . .

Gerry W. Beyer is the Governor Preston E. Smith Regents Professor of Law at Texas Tech University School of Law, where he specializes in estate planning and teaches classes in wills and estates, trusts, and estate planning.  He is widely recognized as a leading national authority on estate and trust planning for pets.  He is a frequent contributor to both scholarly and practice-orientated publications and has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law and a casebook on estate planning published by the West.  Professor Beyer is a Academic Fellow of the American College of Trust and Estate Counsel.  He received his B.A., summa cum laude, from Eastern Michigan University, his J.D., summa cum laude, from Ohio State University College of Law, and his LL.M. and J.S.D. from the University of   Illinois College of Law.

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The last day to preregister online was November 13, 2009.

NOTICE TO ALL REGISTRANTS, INSTRUCTORS, EXHIBITORS, GUESTS: By attending this State Bar event, you understand and agree that you may be photographed and/or electronically recorded during the event and you hereby grant to the State Bar the right to use and distribute your name and likeness for promotional or educational purposes without monetary compensation. The State Bar assumes no liability for such use.

Estate Planning for Pets


Tuition for Nonmember (Members log in for member pricing)
Tuition $95.00
 

Session information
1.0 CLE Credit