WEBINAR: Pet Power: Understanding Estate Planning for Pets



Pets are an integral part of American life! For many, the great joy, love, affection, and satisfaction derived from the experience of pet ownership is one of life’s great experiences. Join BWFA and Steve Elville, Esq. for an interactive discussion on estate planning for pets.
Wednesday, March 22, 2023 from 11:45 AM to 1:00 PM EDT
Millions of pet owners across the country make huge sacrifices for the care and maintenance of their pets and consider them part of their family, and many owners consider their pets even more important than human companions. Pet ownership also provides many ancillary benefits to people, including improved health. Yet pets have not always been considered “people” for estate planning purposes. Fortunately, that is all a thing of the past. In this one-hour workshop, Stephen R. Elville, lead attorney and managing partner of Elville and Associates, P.C., will lead a discussion about how individuals may develop pet-related provisions in their estate plan for the care, maintenance, security, and long-term well-being of the pet(s), thereby creating an empowering situation for the owner, the trustee of a trust for the benefit of a pet, the caretaker or custodian of the pet, and for the pet itself.
  • Why clients should consider the use of pet care provisions in Wills and Trusts
  • Why pet care provisions in power of attorney documents are equally important
  • Understanding Maryland law relating to pet trusts
  • Utilizing a stand-alone pet trust versus other alternatives
  • Understanding practical pet care provisions outside of formal pet trusts
  • Utilizing Letters of Wishes for pet care
  • The structure of pet trusts – how does it all work
  • The funding and alignment of assets in pet trusts and pet care-related provisions
Managing Director, Wealth Management
& Executive Manager, BWFA
Managing Principal,
Elville and Associates
We hope you can join us!

Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please contact us using emailus@bwfa.com.
View and signup for Upcoming Webinars at the link below.