Estate Planning for Pets
F. Bentley Mooney, Jr.
Attempts to make gifts in favor of household
pets historically fail, in part because they are found to violate
the Rule Against Perpetuities. This rule, which existed
throughout the 800 years trusts have existed, limits the term
of the trust to a period measured by a human life.
A number of states have abolished the rule.
Moreover, the National Conference of Commissioners on Uniform
State Laws added a section to the Uniform Probate Code
aimed at validating "a trust for the care of a designated
domestic or pet animal and the animal's offspring." California
has adopted the new Uniform Probate Code, and this provision
is found at Section 15212. It permits, but does not require, a
trustee to carry out a trust for a designated domestic or pet
animal.
As a precaution, if you wish to provide
for the care of pets, be sure to attach a note to your trust instrument
disclosing the necessary information. For example, the name, location
and special care instructions, along with information necessary
for the trustee to gain access to the pet.
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