Learn more about estate planning tools and trusts to ensure that your client's pets are cared for when they are no longer alive or able to care for them.
Many clients have pets that are just as important and considered to be like children. Clients need planning to provide for pets during their incapacity and after the client's death. This presentation will help you educate clients about planning and providing for their pets.
Agenda
Faculty
Donna J. Jackson, CPA, J.D., LL.M.
Donna J. Jackson, Attorney at Law, PC
- President of Donna J. Jackson and Associates, PLLC
- Practice focuses on estate planning, elder law, probate, special needs planning, and taxes
- Speaker in Oklahoma and nationally on areas of estate planning, elder law, and probate
- Co-author of Getting Started with Advance Directives, American Bar Association; Planning for the Long Term, Senior Lawyers, May 2019; and The Opioid Crisis and the Elderly, Bench and Bar, December 2018
- Recipient of many awards for her service and leadership in the legal community, including the Earl Sneed Award for her contributions to continuing legal education and Elder Law, Lawyers of Distinction
- Member of the Oklahoma Bar Association, American Bar Association, National Academy of Elder Law Attorneys, and Oklahoma Society of CPAs
- Certified public accountant
- LL.M. degree, Stetson University College of Law; J.D. degree, Oklahoma City University School of Law; M.S., B.S. degrees in accounting, Oklahoma State University
- Can be contacted at [email protected] or 405-840-1874
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