Free Estate Planning Forms

Pennyborn.com

Estate Planning

Financial Decisions

Title to Property

Social Security Benefits

Domestic Partners

For Women

State Laws

Newsworthy Cases

Estate Plan Tips & FAQs

Glossary of Terms A-G

Glossary of Terms H-N

Glossary of Terms O-Z

Unequal Shares

Dying Without a Will

Wills & Trusts

Types of Wills

Living Trusts

Other Types of Trusts

Trust Law

Fatal Errors in Execution

Codicils/Amendments

Inheritances

Will & Trust Disputes

Disinheriting an Heir

Community Property

Change My Will

Specific Bequests

Making Specific Bequests

Medical Decisions

Living Wills

Health Care POA

Medical Decision Laws

Terminal Illness

Right to Die

DNR Orders

Advance Directives

Children

Guardianship

Single Parents

Blended Families

Special Needs Trusts

College Funds

Medicaid for Children

Gifts to Minors UTMA

Adopted Children

NonMarital Children

Dependent Adult Child

Child Guardian Letter

Lump Sum Inheritance

Estate Taxes

Gifts and Gifting

Charitable Giving

The Marital Deduction

Find a Tax Professional

Generation Skipping Tax

Inheritance Tax

Estate Tax Info

Pets

Pet Trusts

Pet Retirement Homes

The Law on Pet Trusts

Funding Pet Trusts

Letter to Pet Guardian

Pet Owners Estate Plan

Pet Trust Info

Memorial Preferences

Funerals & Services

Cremation

Burial Options

Funeral/Burial Expenses

Organ Donation

Disposition of Remains

Funeral PrePaying

Write an Epitaph

List of Epitaphs

Burial Assistance

Write Last Wishes Letter

Life Insurance

Types of Policies

Viatical Settlements

Insurance Companies

Life Insurance Trusts

On Adult Children

Financial Planning

IRA's & Your Estate Plan

401K's & Your Estate Plan

Annuities & Your Estate

Find a Financial Planner

Long-Term Care Insurance

LTC Policy Fine Print

Inherited IRA's

Charitable Gift Annuities

Small Business

Types of Entities

Shareholders Agreements

Business Succession Plans

Selling the Business

Need for Liquidity

Estate Plan Checklists

POA Checklist

Probate

Probate of Small Estates

Probate an Estate

Probate Questions

Probate Lawyer

Executor Bonds

Free Probate Guide

Estate Administration

For Executors

Executor Checklist

Executor Powers

Creditor Claims

Estate Property Form

Tax Returns Due

Safe Deposit Boxes

File Will of Deceased

Death Certificate

Conservatorships

State-Specific Info

Issues facing Seniors

Tips for Seniors

Info for BabyBoomers

Long Term Care

Assisted Living

Medicaid Planning

Dementia & Wills

Funerals and Medicaid

Need More Help?

Finding An Attorney

Legal Aid

Prepaid Legal Services

Trust Companies

Funeral Planning Help

About Us

Contact Us

Advertise With PennyBorn

Terms of Use

Privacy Policy

Promote Your Book

Books & Software

Estate Planning Books

Software

Will & Trust Books

Books About Probate

Funeral Planning Books

Medicaid Planning Books

Books for Trustees

Living Will Books

IRA 401k & Annuity Books

Estate Tax Books

Long Term Care Books

Last Wishes Planners

Free Estate Planning

Free Estate Plan Forms

Last Wishes

Estate Plan Coversheet

Estate Planning Worksheet

Pet Guardian Form

Contesting a Will

Holographic Wills

Undue Influence

Proving Undue Influence

More About Trusts

QTIP Trusts

CharitableRemainderTrusts

PowerofAppointment Trusts

Spendthrift Trusts

Dynasty Trusts

Minor's Trust

Crummey Trusts

Irrevocable Trusts

Terminate a Trust

Guide to Living Trusts

Benefits of Living Trusts

Living Trust Checklist

Living Trust Property

Revoke Living Trust

Forms for Trustees

For Successor Trustees

No-Contest Clauses

CA No-Contest Clauses

Trust Administration

For Trustees

Trustee Checklist

Living Trust Accounting

Trust Accounting

Open Trust Account

Administer a Trust

How to End a Trust

Trust Law Sources

Estate Planning Blog

Estate Planning Forum

Blog Archives

November 2009

December 2009

January 2010

February 2010

March 2010

April 2010

June 2010

July 2010

August 2010

December 2011

Farms & Land

Conservation Easements

Celebrity Estates

Disinherited

Celebrity Epitaphs

Elizabeth Taylors Estate

Spouses & Partners

Spousal Share

Partner's Share

Joint Wills

Required to File Will

Disinherit-a-Spouse

Title-Property-Disinherit

Legacy Planning

Unwanted Pets

Animal Charities

Make an Estate Plan

Parent's Estate Plan

Estate Planning Tips

Estate Plan Letter

Guardianship Letter

Estate Plan Letters

Letter to Guardian

Letter to Child Guardian

Parents Second Marriage

California Estate Plans

California Living Will

CA Estate Planning Books

Interesting Stuff

Quotes on Death and Dying

Quotes on Inheritance

Memorable Epitaphs

Unique Last Wishes

Popular Last Wishes

Non-Probate Transfers

Pay on Death Accounts

Transfer on Death

Debts of Deceased

Parents Debts

Parents Nursing Home

Debt Collectors

Form Letter to Collector

Deceased Spouses Debts

Funeral Planning Guide

Best Funeral Songs

Last Wishes Letter

How to Plan Your Funeral

Estate Planning Deeds

Trust Transfer Deeds

Tenants in Common

Medicaid Estate Recovery

Joint Tenants

Tenants by the Entirety

Greedy Heirs

Adult Child's Inheritance

Protecting Parents From

Greedy Siblings

Estate Planning Questions

Safe Deposit Box

Leave Stock in Your Will

Questions-About-POAs

Stepparents Estate Plan

Medicaid Annuity

Medicaid Annuities

Medicaid Planning Annuity

Protect Your Family

Preparing for 2012

Heirs and Beneficiaries

Debts Owed to Deceased

 
State Laws on Pet Trusts

California

Pet trusts are now enforceable in California pursuant to California Probate Code Section 15212 which became effective January 1, 2009, following passage of California SB 685. In California, you can now make a pet trust to provide for the care of your domestic animals and pets upon your death or incapacity. Under the new law, the trustee of the pet trust is required to carry out the provisions of the trust. If the pet trust does not name a trustee, or if the trustee or successor trustee named in the pet trust is unable or unwilling to serve, the court will appoint a trustee. Unless expressly provided otherwise in the trust, a California pet trust terminates when no animal living on the date of the settlor's death remains alive. Your pet trust should name a beneficiary to receive any property remaining in the pet trust after your pets have passed.

California’s animal trust statute gives pet owners greater assurance their estate plans to provide for their animal companions will be carried out. California Probate Code Section 15212 allows certain individuals and entities to petition the court to enforce the pet trust. Like most pet owners, you may be concerned about how someone else will care for your pet in your absence. You can include provisions in your California pet trust to have someone check the condition of your pet to ensure your animal is receiving adequate care. Under this law, any beneficiary of the pet trust, any person designated by the trust document or the court to enforce the trust, or any nonprofit charitable corporation that has as its principal activity the care of animals, may inspect your pet, the premises where your animal is kept, or the books and records of the pet trust.
Florida

Florida law allows for the creation of a pet trust to care for an animal that was alive during the lifetime of the settlor, the person who created the trust. Pursuant to Florida Trust Code Section 736.048, a pet trust in Florida terminates on the death of the last surviving animal that was alive during the settlor’s lifetime.

Under Florida law, the pet trust may be enforced by a person appointed in the trust and if no such person is named, a person may be appointed by the court to enforce the trust.
New York

Pet trusts are enforceable in the State of New York pursuant to New York Estates, Powers and Trusts Law. The amount placed in trust to provide for the care and maintenance of pets covered by the trust should not be excessive. Under New York law, if a court determines the amount of property placed in trust for a domestic or pet animal substantially exceeds the amount required for the intended use, the court may reduce the amount of property in the pet trust. NY E.P.T.L. Section 7-8.1.

 

Home    Copyright © 2009-2012 Pennyborn Planning.  All Rights Reserved.  Pennyborn and Pennyborn.com are trademarks of Pennyborn Planning and may not be used without written authorization of the company. No part of the content displayed on this site may be reproduced, copied or distributed without prior written permission of Pennyborn Planning.  INFORMATION CONTAINED ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, IS NOT LEGAL ADVICE.  All content on Pennyborn.com is for educational, informational purposes only. Your use of this site does not create an attorney client relationship.  If you send us an email, that does not create an attorney client relationship.  We make no representations or warranties regarding the accuracy or completeness of any content or forms displayed on this site.  Do not rely on this site as a substitute for professional advice.  When taking any action regarding any matter discussed on Pennyborn.com, consult a licensed attorney, tax professional or financial planner familiar with the laws of your state and your personal circumstances to obtain current and complete guidance.