Seminar Description Page

Seminar:   Estate Planning for Non-Human Family Members
Start Date:   07/01/2010   End Date:   07/31/2010   Course No.   901182542
 


Total Credit Hours:        1.00
Ethics Credit Included:        0.00
Registration Fee:        $25.00
Type of Materials:        textaudio
Instructor(s):        Beyer, Gerry
     
Additional Description:  

CLEonline.com is pleased to present Professor Gerry W. Beyer of Texas Tech University School of Law for a novel online CLE seminar on a topic that has become more and more prevalent in the area of estate planning. Pets have become important family members for many of us, and it stands to reason that more and more clients want to consider care for their pets after their death. This seminar will provide a discussion of various techniques that estate planning attorneys can use to assist their client pet owners in carrying out their wishes for their pets.

This seminar features an audio presentation by the instructor/moderator for this seminar in which he discusses the issues outlined below. This is a streaming audio presentation that you can access on demand at any time during the course of the seminar session. The audio presentation lasts for approximately 1 hour. This seminar is entitled:

Estate Planning for Non-Human Family Members

** (available at any time of the day and in time increments convenient to you during the above referenced dates) **

Subjects to be discussed during this CLEonline.com seminar include:



  1. HISTORY
    1. Common Law
    2. Uniform Probate Code
    3. Uniform Trust Code
    4. Other Approaches

  2. SHORT-TERM PLANNING STEPS
    1. Animal Card
    2. Animal Document
    3. Door Sign
    4. Power of Attorney

  3. TRADITIONAL TRUST
    1. Determine Whether to Create Inter Vivos or Testamentary Trust
    2. Designate Trust Beneficiary/Animal Caregiver
    3. Nominate Trustee
    4. Bequeath Animal to Trustee, in Trust
    5. Determine Amount of Other Property to Transfer to Trust
    6. Describe Desired Standard of Living
    7. Specify Distribution Method
    8. Establish Additional Distributions for Caregiver
    9. Limit Duration of Trust
    10. Designate Remainder Beneficiary
    11. Identify Animal to Prevent Fraud
    12. Require Trustee to Inspect Animal on Regular Basis
    13. Provide Instructions for Final Disposition of Animal
    14. Sample Provisions

  4. "STATUTORY" PET TRUST
    1. Authorization
    2. Termination
    3. Enforcement
    4. Use of Property
    5. Rule Against Perpetuities

  5. CONSIDER OUTRIGHT CONDITIONAL GIFT

  6. CONSIDER OUTRIGHT GIFT TO VETERINARIAN OR ANIMAL SHELTER

  7. CONSIDER GIFT TO LIFE CARE CENTER

  8. "CLIENT FRIENDLY" FREQUENTLY ASKED QUESTIONS


The instructor/moderator for this CLEonline.com seminar will be:

Professor Gerry W. Beyer of Texas Tech University School of Law in Lubbock. Professor Beyer received his J.D., summa cum laude, from the Ohio State University and his LL.M. and J.S.D. degrees from the University of Illinois.  Both his master's thesis and doctoral dissertation topics involved estate planning issues.  Professor Beyer joined the faculty of the Texas Tech University School of Law in June 2005 as the Governor Preston E. Smith Regents Professor of Law.  Previously, Prof. Beyer taught at the St. Mary's University School of Law from 1981 to May 2005 and has served as a visiting professor at several other law schools including Boston College, Southern Methodist University, the University of New Mexico, and Santa Clara University.  A member of the Order of the Coif and the recipient of many outstanding and distinguished faculty awards, Professor Beyer specializes in estate planning and teaches courses such as Wills and Estates, Trusts, and Estate Planning.

Prof. Beyer is a frequent contributor to both scholarly and practice-orientated publications and has authored and co-authored numerous books and articles focusing on various aspects of estate planning, including a two volume treatise on Texas wills law and a nationally marketed estate planning casebook published by the West, a Thomson business.  In 1993, he received the Probate & Property Excellence in Writing Award for Best Cutting Edge Article for Probate and Trust as well as the 2001 Probate & Property Excellence in Writing Award for Best Overall Article in Probate and Trust.  He has been the Keeping Current Probate editor for Probate & Property magazine since 1992.  Professor Beyer is an Academic Fellow of the American College of Trust and Estate Counsel and maintains membership in the American Bar Foundation, the Texas Bar Foundation, and the College of the State Bar of Texas.

The seminar registration fee for this CLEonline.com seminar is only $25.

This seminar is accredited for 1.0 hour of participatory CLE credit (no ethics) by the MCLE Committees of the State Bar of Texas and the State Bar of California. In addition, regular CLE credits for this seminar are also available in a number of other states. CLEonline.com is a State Bar of California approved MCLE provider pursuant to Sec. 9 of the California MCLE Rules and Regulations. (These are not self-study credits, but rather 'participatory' credits as you would receive for attending a traditional, live CLE seminar.)

PLEASE REMEMBER-- All of our online CLE seminars are covered by our 'Full Satisfaction' guarantee. If for any reason you are dissatisfied with this or any other CLEonline.com seminar, we will gladly issue you a prompt refund. Thus, you have nothing to lose in trying one of our convenient online CLE seminars. If you have never participated in an online seminar before, we think you'll be pleasantly surprised!