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Keeping the Pooch Out of Probate 2024

Product ID: CA3595D
Presented By: State Bar of Wisconsin PINNACLE

Plans for pets

According to the Pew Research Center, 97% of pet owners consider their pets to be a part of the family.1 But not everyone thinks about what will happen to their pets if they die or become unable to care for them. And the consequences of failing to plan can be stark. Pets can end up in shelters where the standard of care is not what their owners would prefer, and many are euthanized.2 But a Wisconsin estate plan can include instructions on caring for four-legged friends.

Get sound guidance on planning for pets at Keeping the Pooch Out of Probate. Carol J. Wessels will outline the process of pet planning, highlighting:

  • Why a plan is important
  • Wisconsin laws related to pet planning
  • Ways to ensure a pet’s needs are met during the owner’s lifetime
  • Planning options for a pet owner’s incapacity or death
  • Drafting provisions to protect your clients’ wishes for their pets
Read More ↓

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Webcast seminar
OnDemand seminar

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

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Maximum quantity must be less than or equal to 1.

Plans for pets

According to the Pew Research Center, 97% of pet owners consider their pets to be a part of the family.1 But not everyone thinks about what will happen to their pets if they die or become unable to care for them. And the consequences of failing to plan can be stark. Pets can end up in shelters where the standard of care is not what their owners would prefer, and many are euthanized.2 But a Wisconsin estate plan can include instructions on caring for four-legged friends.

Get sound guidance on planning for pets at Keeping the Pooch Out of Probate. Carol J. Wessels will outline the process of pet planning, highlighting:

  • Why a plan is important
  • Wisconsin laws related to pet planning
  • Ways to ensure a pet’s needs are met during the owner’s lifetime
  • Planning options for a pet owner’s incapacity or death
  • Drafting provisions to protect your clients’ wishes for their pets
Read More ↓

Carol J. Wessels is an owner of Wessels & Liebau LLC in Mequon, Wisconsin and a 1988 graduate of the Wisconsin Law School. She practices elder and special needs law, as well as estate planning, probate, trust administration, and consults with personal injury and other civil attorneys who have clients on public benefits. Carol is a Fellow of the National Academy of Elder Law Attorneys, which is the highest honor a member can receive. 

The most critical career-shaping experience for Carol was as a caregiver for her parents when they moved in with her unexpectedly in 2007. Her father Russell’s cancer had progressed without treatment while he was caring for her mother, Velma, who had Alzheimer’s. Russell died in 2008 and Velma died in 2015. Velma was a cancer survivor but could not survive Alzheimer’s. Russell never had Alzheimer’s, but it caused his death as much as the cancer. That’s why outside of her practice, Ms. Wessels spends her time as a warrior in the fight to end Alzheimer’s through her work on the Board of Directors of the Alzheimer’s Association of Wisconsin, where she currently serves on the Public Policy Committee and acts as an Ambassador to Senator Tammy Baldwin. 

Carol has recently founded Summer’s Home, Inc., a nonprofit dedicated to providing temporary foster care for dogs whose senior owner has a medical event requiring hospitalization. You can follow her blog or visit her website.

  • Add planning for your clients’ pets to your estate planning practice
  • Give clients peace of mind knowing their pets will be well cared for in their absence 
  • Prevent potential disputes about who should take care of clients’ pets and how they should be cared for
  • Ensure clients’ wishes for their pets are legally documented and enforceable
  • Estate planning practitioners
  • Probate professionals
  • Elder law attorneys 
  • General practitioners
  • New lawyers
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