by Francis Burton Doyle, Esq., WealthPLAN
Give Your Clients the Security of Knowing that Their Furry Friends are Secure!
Most attorneys know that there are four significant trends right now in America!
- The aging of the U.S. population,
- The increase in pet ownership,
- The growing importance of pets in their owners lives (increased health, longevity and mental acuity)
- An increase in the amount of money spent on a pets care and well-being
As attorneys involved in the estate planning and asset protection process, we are encouraging you to alert your clients to consider what would happen to their beloved companion pet(s) if the owner became incapacitated or died.
- We have created an air tight pet trust entitled the “Pet Protection Trust” for you to immediately offer this service to your clients. Help your clients to have peace-of-mind as ‘pet parents’ by planning for life’s ‘what if’s’.
- What if the client doesn’t outlive the pet?
- What if the client becomes disabled and unable to care properly for the pet one day?
Our new book is designed to help you add the drafting of “Pet Trusts” to your menu of estate planning services. The “Pet Protection Legal Care Plan: Financial & Legal Planning to Protect Your Companion Pet” gives pet owners get a chance to learn about pet trusts, complete the forms and then connect with their Family Estate Planning Attorney for counsel.
About the Author:
Francis Burton Doyle, Esq., is the founder of WealthPLAN, with over 30 years of experience in Tax, Estate-Planning Probate, Trust Administration and Litigation. He is Certified Legal Specialist inTaxation Law and Probate, Estate Planning and Trust Law (California State Bar). Frank is the Past President of both the Santa Clara County Estate Planning Council & the Silicon Valley Planned Giving Committee. Frank is also the Past Chair of the Annual Jerry A. Kasner Symposium, Planning Committee, Santa Clara University, School of Law. Mr. Doyle provides all the course development and instruction for the Advanced Legal Training Institute.
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