Skip to main content
01.11.2023 - Pet Trusts

Attendees Rating:

Excellent (85%)
Average (15%)
Below Average (0%)

Missy Davis

Thu, 01/12/2023 - 14:52

Comments
A few comments from listeners:
Great subject to reach out to your clients about or to include in your reviews
- Chris L.

I've seen several clients include instructions in their Wills, so this was helpful.
- Emily F.

The idea of having a trust in place for this purpose is a new idea to me, thanks.
- Douglas V.

Tom this was a great one ! I never knew anyone ever did this. I'm watching the replay again for anything I missed !!
- Allan M.

Very helpful webinar that others probably would not think to offer. Thank you
- Tim L.
The Hot Estate Planning Tool: Pet Trusts
Presented by Jodi Clock,
Jodi Clock

Listen to this webinar replay to 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. 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.

Attendees Comments:

A few comments from listeners:
Great subject to reach out to your clients about or to include in your reviews
- Chris L.

I've seen several clients include instructions in their Wills, so this was helpful.
- Emily F.

The idea of having a trust in place for this purpose is a new idea to me, thanks.
- Douglas V.

Tom this was a great one ! I never knew anyone ever did this. I'm watching the replay again for anything I missed !!
- Allan M.

Very helpful webinar that others probably would not think to offer. Thank you
- Tim L.