[WSBAPT] Pet Question

[Laura Latta]

Hello List Mates,

Happy Friday Afternoon, here's an interesting question for anyone still
glued to their computer this evening:

If a client wants to make a person (not the Personal Representative)
responsible for finding a suitable home for his or her pets, and then leave
a specific gift of funds to the person who undertakes to place the pets in
a home, how would you structure these gifts?

It's not a pet trust (I don't think). The funds are NOT intended for the
care of the animal. They are intended to compensate the person who
undertakes to find the animals a home. And yet, the role the appointee is
being asked to serve is much like that of a trustee of a pet trust.

Would you structure it as a specific gift of the pets and then a specific
gift of funds conditioned on first finding the pets a home? Or would you
try to draft it as a pet trust? Talk the client out of this plan? Other
approaches?

Open to your thoughts, ideas, and considerable experience.

Warmly,
Laura


-- 


*Laura LattaLaw Office of Laura Latta PLLC*

she/her

Phone (206) 841-2344

www.LauraLatta.com

PO Box 82356

Kenmore, WA 98028



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