“Boning Up” on Pet Trusts
Estate Planning for Your Clients’ Pets
California's new pet trust law has the promise of providing peace of mind for pet owners who want to ensure their dogs, cats, horses, etc. are properly cared for after the owner's death or incapacity. But the law also could have unintended consequences, regardless of the amount clients want to leave in their estate plans to provide for their pets. The law gives third parties - complete strangers to a pet trust - rights to accountings and information, to petition a court concerning the trust, and to inspect both the pet and the premises in which the pet is kept.
Our panel of estate planning experts (and animal care lovers) will address these concerns, and will focus on the pet trust law's practical issues confronting lawyers, clients, trustees and animal caregivers. They will help you navigate through the applicable law and prepare you to competently advise your clients about their available options after they are no longer able to care for their pets. This is truly a "don't miss program"!
Call for more information or to enroll:
818-990-3260 (Ext. 2) or 1-800-747-3161 (Ext. 2)
Highlights
Why Should Lawyers Care?
NEW California Pet Trust Legislation (Prob.C. §15212)
Pet Trust Creation and Administration
Accountings
Enforcement
Termination
Planning Issues
Making the Choice: Pet Trust or Bequest to Nonprofit Animal Care Organization to Assume Responsibility for Pet?
Subtrust vs. Stand-Alone Trust
Incapacity and Death of Trustor
Emergency vs. Long-Term Care for Pets
Identifying the Animals
Transfer of Animals to Trust/Trustee
Pet Trust Enforcement Methods
Role of Animal Care Organizations and Other Third Parties
Third Party Rights to Accountings and to Inspect Trust Books and Records
Funding Issues
Trustee Appointment, Compensation and Removal
Caregiver Issues
Appointment, Compensation, Monitoring and Removal
Pet Care Instructions
Remainder Beneficiaries
Tax Issues
Apportionment and Payment of Estate Taxes
Tax Treatment of Expenses
Presenters
JUDGE ISABELLA HORTON GRANT (Ret.)
San Francisco Superior Court
MODERATOR
San Francisco location only
JUDGE ARNOLD GOLD (Ret.)
Los Angeles Superior Court
MODERATOR
Los Angeles location only
VERONICA K. CERRUTI
Manatt Phelps & Phillips
San Francisco
San Francisco location only
MADELINE BERNSTEIN
President – spcaLA
Los Angeles
Los Angeles location only
KENNETH KOSSOFF
Panitz & Kossoff, LLP
Westlake Village
Both locations
JERYLL S. COHEN
Hoffman Sabban & Watenmaker APC
Los Angeles
Both locations
Dates / Times / Locations
Registration: 5:30 PM · Program: 6:00 - 9:15 PM
LIVE PROGRAM:
SAN FRANCISCO
TUESDAY, MARCH 16
Hotel Nikko San Francisco
222 Mason Street
(415) 394-1111
LOS ANGELES
TUESDAY, MARCH 23
Los Angeles Marriott Downtown
333 S. Figueroa Street
(213) 617-1133
VIDEO REPLAYS:
COSTA MESA
TUESDAY, APRIL 6
Westin South Coast Plaza
686 Anton Boulevard
(714) 540-2500
SAN DIEGO
WEDNESDAY, APRIL 7
Westin Gaslamp Quarter San Diego
910 Broadway Circle
(619) 239-2200
SHERMAN OAKS
THURSDAY, APRIL 8
Courtyard by Marriott
15433 Ventura Boulevard
(818) 981-5400
MCLE Credit
3 HOURS MCLE CREDIT (Including 0.5 Hour Legal Ethics)
The Rutter Group certifies that this activity has been approved for MCLE credit by The State Bar of California in the amount of 3 hours, of which 0.5 hour applies toward Legal Ethics. Application has been submitted for 3 hours of Probate, Estate Planning & Trusts Law Specialization credit by the Board of Legal Specialization.
Tuition
TRG Seminar PASSholders (admission only) - FREE
TUITION - $160
SPECIAL OFFER ON PRACTICE GUIDE FOR ENROLLEES:
California Practice Guide: Probate - $200 plus applicable sales tax (Regularly $395)
For more information, please call (800) 747-3161, Ext. 2
To order Rutter Group publications via the internet, click here.
The Rutter Group • A Division of West, a Thomson Reuters business • 15760 Ventura Boulevard, Suite 630 • Encino, CA 91436 • (818) 990-3260 or (800) 747-3161
© 2010 The Rutter Group. All rights reserved. | West Home
| 
