On Demand
Audio
Planning for Your Pets: The Fundamentals of Pet Trusts
Produced on October 30, 2017
Course Information
Course Description
This program, presented by trusts and estates attorney Lenore S. Davis, will discuss many of the common obstacles found in pet planning, with a focus on pet trusts. The program will explain the differences between wills and trusts, in relation to pets. It will also cover how to fund pet trusts, and explore the unique provisions of pet trusts, including the important tax provisions most commonly encountered in pet planning.
Learning Objectives:
- Identify the differences between wills and pet trusts, and understand why wills will not suffice for pet care
- Discuss best practices for funding pet trusts
- Review the various tax provisions related to pet planning
Credit Information
Faculty
Lenore Davis
The Law Offices of Lenore S. Davis, P.C.
Lenore S. Davis, Esq. is an attorney admitted to the bars of the State of New York and New Jersey. She has been practicing law for over twenty-five years. Ms. Davis has her L.L.M. in Tax.
Ms. Davis received her BA in Business from Stern College for Women of Yeshiva University in 1986. She received her Juris Doctor from The Benjamin Cardozo School of Law in 1989 and her L.L.M. in Tax from New York Law School's Graduate Tax Program.
She lectures for the New York State Bar Association on topics relating to Trust and Estates and Elder Law.
Ms. Davis is a former Series 7 General Securities Representative. She worked on Wall Street for seven years. Her Wall Street experience includes commodities clerk and regulator, Mid-cap merger analyst and Vice President in Mortgage Backed securities.
Reviews
This was really good. I did not know there were so many issues and complications around the effort to provide for your pet. This was enlightening. The presenter was obviously fully knowledgeable of this area of practice. I thought she was the perfect presenter for this material. Her compassion and understanding of how much pets mean to us was apparent. I would recommend this to colleagues.
Really eye-opening!
very interesting summary of the legal issues associated with this relevant topic
I cried at the end
What a totally relevant subject and close to my heart and that of many of my friends and clients
good subject matter
A good roadmap for taking care of our beloved family members.
Excellent Presentation.
Informative. I was looking for provisions to include in a pet trust.
Excellent presentation by attorney Davis
Good course!
Good course. Better than I thought it would be.
Excellent
great quote from Capers Estate!
Information in this CLE was important and will definitely be used when consulting with clients.
I found it really interesting and effective
Very helpful. Thank you.
i would recommend Lawline on this class alone as i have seen nothing similar offered elsewhere and will incorporate this into every will and trust i do in the future. very useful.
Pretty good overview
Interesting. Covered aspects--as well tax issues comprehensively.
outstanding!
Very interesting
Very good topic...well presented
Well presented.
Nice to see a fellow attorney who really cares about her craft.
Very interesting and sensitive. Beautiful reading at the end.
Excellent presentation. Fascinating