Planning for Your Pets: The Fundamentals of Pet Trusts

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:

1. Identify the differences between wills and pet trusts, and understand why wills will not suffice for pet care
2. Discuss best practices for funding pet trusts
3. Review the various tax provisions related to pet planning