Shockingly, over 500,000 loved pets are euthanized annually because their pet parent became disabled or died and didn't have a plan. Many pet parents believe their family or friends will take care of their pets if something unexpected happens - disability or death. Unfortunately, wishful thinking is not a plan. Learn how to create and fund a pet trust that is acceptable in all 50 states, as a part of your client’s estate plan.
Attendees will learn:
- What is a Pet Trust.
- Why they should have a Pet Trust - Especially if I already have an estate plan!
- How to fund a Pet trust.
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.