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Overview
Give Animal Lovers Peace of Mind Through Skilled Planning
Most Americans view pets as part of the family. So, what happens to the furry and feathered family members in the event of your client's death or disability? This legal course outlines critical tools for including animals in estate plans and proxy documents. Review standards for caretakers, explore critical elements to include, and identify key problems and mistakes to avoid. Register today!
- Stay current on critical animal laws and estate planning statutes.
- Discover the pros and cons of pet trusts.
- Examine best practices for funding pet care in estate plans.
- Draft better proxy and estate planning documents with tips from the pros.
- Uncover practical guidance for handling top problem areas.
Abbreviated Agenda
- Laws Governing Animal Ownership and Bequests
- The Law Regarding Service and Emotional Support Animals
- Choice-of-Guardian Decisions
- Planning for Pet Owners' Disability: Proxy Documents and Care Instructions
- Pet Care Provisions in Wills
- Stand-Alone Pet Trust Drafting and Funding
- Common Mistakes and Problems in Planning for Pets
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1.5 Total | 03-27-2028 |
| Alabama CLE |
|
1.5 Total | 12-31-2026 |
| Arkansas CLE |
|
1.5 Total | 06-30-2026 |
| Arizona CLE |
|
1.5 Total | 03-27-2028 |
| California CLE |
|
1.5 Total | 03-27-2028 |
| Colorado CLE |
|
2 Total | 12-31-2028 |
| Connecticut CLE |
|
1.5 Total | 03-27-2028 |
| Delaware CLE |
|
1.5 Total | 03-27-2028 |
| Florida CLE |
|
2 Total | 09-30-2027 |
| Georgia CLE |
|
1.5 Total | 12-31-2027 |
| Hawaii CLE |
|
1.5 Total | 03-27-2028 |
| Iowa CLE |
|
1.5 Total | 03-27-2027 |
| Illinois CLE |
|
1.5 Total | 03-25-2028 |
| Indiana CLE |
|
1.5 Total | 03-27-2027 |
| Kansas CLE |
|
1.5 Total | 03-26-2027 |
| Kentucky CLE |
|
1.5 Total | 06-30-2026 |
| Maine CLE |
|
1.5 Total | 03-25-2028 |
| Minnesota CLE |
|
1.5 Total | 03-27-2028 |
| Missouri CLE |
|
1.8 Total | 03-27-2028 |
| Northern Mariana Islands CLE |
|
1.5 Total | 03-27-2028 |
| Mississippi CLE |
|
1.5 Total | 07-31-2026 |
| Montana CLE |
|
1.5 Total | 03-27-2029 |
| North Carolina CLE |
|
1.5 Total | 02-28-2027 |
| North Dakota CLE |
|
1.5 Total | 03-27-2029 |
| Nebraska CLE |
|
1.5 Total | 03-27-2028 |
| New Hampshire CLE |
|
1.5 Total | 03-27-2029 |
| New Jersey CLE |
|
1.8 Total | 01-15-2027 |
| New Mexico CLE |
|
1.5 Total | 03-27-2028 |
| Nevada CLE |
|
1.5 Total | 03-27-2029 |
| New York CLE |
|
1.5 Total | 03-27-2029 |
| Ohio CLE |
|
1.5 Total | 12-31-2026 |
| Oklahoma CLE |
|
2 Total | 03-27-2028 |
| Oregon CLE |
|
1.5 Total | 03-27-2029 |
| Pennsylvania CLE |
|
1.5 Total | 03-27-2028 |
| Rhode Island CLE |
|
1.5 Total | 06-30-2026 |
| South Carolina CLE |
|
1.5 Total | 12-31-2026 |
| Tennessee CLE |
|
1.5 Total | 03-26-2028 |
| Texas CLE |
|
1.5 Total | 02-28-2027 |
| Utah CLE |
|
1.5 Total | 12-31-2026 |
| Virginia CLE |
|
1.5 Total | 10-31-2026 |
| Vermont CLE |
|
1.5 Total | 03-27-2028 |
| Washington CLE |
|
1.5 Total | 03-26-2031 |
| Wisconsin CLE |
|
1.5 Total | 12-31-2027 |
| West Virginia CLE |
|
1.8 Total | 03-27-2028 |
| Wyoming CLE |
|
1.5 Total | 01-09-2027 |
Select Jurisdiction
CLE
Agenda
-
Estate Planning for Pets: Trusts, Fiduciaries, and Common Problems
- Laws Governing Animal Ownership and Bequests
- The Law Regarding Service and Emotional Support Animals
- Choice-of-Guardian Decisions
- Planning for Pet Owners' Disability: Proxy Documents and Care Instructions
- Pet Care Provisions in Wills
- Stand-Alone Pet Trust Drafting and Funding
- Common Mistakes and Problems in Planning for Pets
Who Should Attend
This legal course is designed for attorneys. Accountants, fiduciaries, executors, and paralegals will also benefit.
Speakers
Speaker bio
Veronica K. Cerruti
is a partner in the San Francisco office of Manatt, Phelps & Phillips, LLP. She focuses her practice on trust, estate and transfer tax planning, with an emphasis on family wealth transfers for large estates, business succession planning, sophisticated estate, gift and generation-skipping transfer tax savings techniques, and complex probate and trust administrations. Ms. Cerruti is a frequent speaker for educational programs on a variety of estate planning topics and techniques, including seminars for individuals who are interested in providing for their pets in the event of the individual's incapacity or death. She earned her B.M. degree from the University of the Pacific and her J.D. degree from the University of California College of the Law, San Francisco. Ms. Cerruti is a Certified Specialist, Trust and Estate Planning, The State Bar of California Board of Legal Specialization. She is a member of the Francisco Estate Planning Council, Bar Association of San Francisco and California Bar Association.
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