Susan B Geffen's                   
       e-Newsletter Magazine  
  
  • Estate Planning Attorney
  • Gerontologist, Master's USC  
  • Elder Law Attorney
  • Former Elder Law Professor  
  • Book Author  
IN THIS ISSUE:

Featured Article & Video:
Pet Trusts 
Who will care for your pet(s) after you are gone or if you are too ill to care for them?

New! TELEPHONE CONSULTATION SERVICE
If you have elder care or elder law questions, Susan can consult with you over the phone. Minimum 15 minutes. Call 1 (310) 406-0608.

AMAZING - My Watchdog Video: You won't want to miss this incredible video of Susan interviewing her 97 year old aunt and hearing what she got in the mail on her birthday!

Susan's Upcoming Symposium: Saturday, June 23, Woodland Hills, at the Warner Center Marriott "Raising UP Your Parents" FREE Admission. Limited seating.
 
My WatchdogWatchdog

A weekly update that alerts you to the latest scams, elder abuse, and things that are just plain WRONG! 

  

This video falls into the category of things that are JUST PLAIN WRONG!

 

Watch this funny, outrageous video of Susan's interviewing her Aunt Janet shortly after her 97th birthday. (Turn the volume UP on your computer as this was recorded by my video phone)  

 

97 year old woman strikes bargain with crematory on her birthday

 
Susan & Marion

Upcoming Event:

 

 Raising Up Your Parents   

Saturday, June 23, 2012

9:00 AM to 1:00 PM PST

Elder Care Seminar

Marriott Warner Center  

21850 Oxnard Street, Woodland Hills, CA  

 

FREE. Limited Seating.  

 

You must be registered to attend. (Click Here)

Or Call 1 (800) 301-1326 

 

 
 
 
Contact Information:

SAGE Consulting, Inc.
1732 Aviation Blvd, #228
Redondo Beach, California 90278
 
susanbgeffen@gmail.com
Office: (310) 406-0608
Fax:    (310) 773-9263
Susan's Featured Article & Video

Who will care for your beloved pets when you are gone? 

Susan B Geffen interviews Steve about the  
Susan interviews her client Steve about the pet trust she created for him  

As many of you know, as an elder law attorney, I prepare many estate plans and I am dedicated to making sure that people make a plan for their potential incapacity and if they have minor children, for their care.  

 

Last month, a dear geriatric care client asked me to amend his trust to include a provision for his sweet dog.  

 

This pet was the fifth adopted by him and his wife over the course of their long happy marriage. (See Dexter Foundation link below)   

His wife passed this February and my client found himself alone in the world. Except he had Maddi (not Maddie or Mattie).       

 

I must be sure to spell her name correctly or I am told she will growl at me in our next encounter. I will see this client often now, because as his geriatric care manager, I am his person and Maddi is his baby.   

 

As a responsible parent, my client wanted to make sure that if he passed before Maddi, she would be cared for.  

 

California law allows an individual to "create a trust for the care of a designated domestic or pet animal for the life of the animal." (CA PROBATE § 15212).   

 

The duration of such a trust can only be for the life of the pet. In this situation, my client chose his nephew to come to California, pick her up and care for her as he has cared for her.

 

This has provided my client with immense peace of mind. It also ensures that Maddi, like so many wonderful pets, won't end up in the pound.    

 

It should also be noted that a trust that goes into effect while the pet owner is still alive can provide instructions for the care of the animals in the event that the pet owner becomes gravely sick or injured.  

 

Since pet owners know the particular habits of their animals better than anyone else, they can describe the kind of care their pets should have and provide a list of person(s) willing to provide that care.   

 

If you would like to finally get your estate plan done, you can call me anytime. And don't forget to laugh a lot and often.      

 

If you would like to make a donation to an animal rescue organization, you can follow anyone of the following links:

 

ASPCA Donate

 

Rover Rescue (this is where we got our Dixie from last month)  

 

Dexter Foundation (where Maddi came from)