[WSBAPT] Pet Question

[Philip N. Jones]

I would make it precatory, and authorize the PR to hire the person, and specify the amount (or range) of the compensation.  That gives the PR lots of discretion and lots of wiggle room.  Especially if the pet is a snake.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com
(503) 853-1482 cell

On Dec 18, 2020, at 5:57 PM, Laura Latta <laura at lauralatta.com> wrote:


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 Latta
Law Office of Laura Latta PLLC
she/her

Phone (206) 841-2344
www.LauraLatta.com<http://www.LauraLatta.com>

PO Box 82356

Kenmore, WA 98028

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