A pet trust allows you to provide for the ongoing care and financial needs of a beloved animal after you can no longer care for them. At the Law Offices of Robert P. Bergman, we assist residents of Antelope and greater Sacramento County in creating clear, enforceable plans that name caregivers, allocate funds, and set conditions for care. A thoughtfully drafted pet trust helps prevent uncertainty and family disagreements, and it gives you peace of mind that your pet will be looked after according to your wishes. To discuss how a pet trust fits into your estate plan, call 408-528-2827 to schedule a consultation.
Every pet and family situation is unique, and a pet trust should reflect the practical realities of daily care, medical needs, and long-term support. Our approach is to listen carefully to your goals for your pet, evaluate the best legal mechanisms to provide funding and oversight, and draft documents that work within California law. Whether you need a standalone pet trust or want to include provisions in a living trust, we help you structure arrangements that name successors, appoint caretakers, and designate funds while minimizing administrative friction. Antelope residents can rely on clear communication and straightforward guidance throughout the planning process.
A pet trust offers legal structure to ensure ongoing care and financial support for an animal when an owner can no longer provide it. This legal arrangement names a caregiver, identifies how funds will be used, and can establish oversight to make sure the trustee follows the grantor’s directions. Advantages include preventing disputes among family members, ensuring continuity of care, and clarifying medical and daily care preferences. For many pet owners, a pet trust turns informal promises into enforceable obligations and provides extra assurance that the pet’s routine, medical needs, and special considerations will be honored after the owner’s incapacity or death.
The Law Offices of Robert P. Bergman serves California families with practical estate planning solutions that include trusts, wills, and pet trust arrangements. Our team focuses on clear communication and careful drafting to align legal documents with client priorities. We work with clients to identify suitable caretakers, determine appropriate funding levels, and set realistic terms for trust administration. Our goal is to deliver documents that are easy to follow, enforceable under California rules, and tailored to each household’s circumstances. Clients in Antelope and beyond benefit from responsive support and straightforward explanations at every step of the planning process.
A pet trust is a legal device that combines a trustee, funding, and caregiver designations to ensure a pet’s well-being after an owner’s death or incapacity. The trust document names a trustee to manage funds and disburse amounts for veterinary care, food, grooming, and other expenses. It also names a caregiver who accepts physical custody and daily care responsibilities. The trust can include instructions on medical treatment, exercise routines, and end-of-life decisions, and can appoint a person to oversee compliance with the grantor’s wishes. A properly drafted pet trust avoids ambiguity and fosters predictable care arrangements for the animal.
When creating a pet trust, key choices include the size and source of funding, the frequency of disbursements, and safeguards to prevent misuse of funds. Funding may come from a revocable living trust, a will that pours over assets into trust, or a specific designation of funds. The trustee’s role is administrative: paying bills and managing assets, while the caregiver provides the day-to-day care. Additional measures such as successor caregivers, appointment of a trust protector, or a scheduled review can help ensure the arrangement adapts if circumstances change. These provisions help maintain continuity of care for the pet over many years.
A pet trust is a legally binding instruction that sets aside resources for an animal’s care and names individuals to carry out those instructions. It differs from informal notes or verbal promises because it creates enforceable duties for the trustee and caregiver under California law. The trust can specify living arrangements, veterinary preferences, daily routines, and spending limits. It can also provide contingency plans such as alternate caregivers and successor trustees. By making choices in writing, owners reduce the risk of disputes and ensure that routine and emergency care decisions are guided by the owner’s documented preferences.
Drafting a pet trust involves several core elements: selecting a trustee to manage funds, naming a caregiver for day-to-day care, determining funding sources and amounts, and setting clear instructions for care and medical treatment. The process begins with an initial consultation to gather pet information and owner intentions, followed by drafting and client review of the trust document. After execution, it is important to coordinate with other estate planning documents so the pet trust is funded appropriately at the owner’s death or incapacity. Finally, ongoing communication with trustees and caregivers helps ensure the arrangement functions as intended.
Understanding the vocabulary used in pet trust planning helps owners make informed decisions. Important terms include trustee, caregiver, funding, successor caregiver, and trust protector. Learning what each role does clarifies responsibility and how resources will be used. Familiarity with these terms also helps when coordinating a pet trust with other estate planning documents such as wills, living trusts, and powers of attorney. Clear definitions reduce confusion and support consistent administration over time, which is especially helpful for pets with long care horizons or specific medical needs.
A trustee is the person or entity responsible for managing the funds placed in a pet trust, making payments for veterinary care, food, and other authorized expenses, and maintaining records of trust activity. The trustee acts according to the terms of the trust document and must balance the financial needs of the pet with the available funds. Often, a trustee is someone with financial management skills or a professional fiduciary who can reliably handle bookkeeping and bill-paying. Clear guidance in the trust helps the trustee allocate funds appropriately and coordinate with the caregiver for the pet’s daily needs.
The caregiver is the person who provides hands-on day-to-day care for the pet, following the owner’s expressed preferences in the trust documents. Responsibilities may include feeding, exercise, grooming, transportation to veterinary appointments, and following medical treatment plans. Some caregivers accept a stipend or reimbursement for expenses, which the trustee manages. Trust documents can specify a caregiver’s duties, expectations for reporting, and procedures for transferring custody if the caregiver becomes unable to continue. A reliable caregiver ensures that the pet’s daily routines and emotional needs are met in accordance with the grantor’s wishes.
Funding refers to the assets designated to pay for the pet’s care, which may include liquid cash, a portion of a trust, or other assets earmarked in a will or living trust. Determining an appropriate funding level involves estimating ongoing costs like food and routine care, as well as potential veterinary emergencies and longer-term needs. The trust should set a reasonable disbursement schedule and give the trustee authority to make payments. Contingency plans for excess funds, such as distribution to a named charity or family member after the pet’s death, should also be addressed to avoid ambiguity.
A successor caregiver is a named individual who will take over care if the primary caregiver cannot continue. Contingency planning includes instructions for alternate caregivers, guidance on relocating the pet, and steps to follow if an appointed caregiver declines. Including multiple successors and clear acceptance procedures helps avoid sudden gaps in care. The trust can also specify what should occur if no caregiver is available, such as directing remaining funds to an animal welfare organization or a trusted individual. Well-crafted contingency provisions minimize disruption and reduce the likelihood of court involvement.
When planning for a pet’s future, owners can choose between formal legal arrangements like pet trusts and informal understandings with family or friends. Informal promises may work in the short term but can create uncertainty, lack of enforceability, and potential disputes when the time comes. A pet trust adds legal teeth by assigning funds and duties to specific parties, establishing oversight, and clarifying how resources are to be spent. While a formal arrangement typically requires more planning and drafting, it reduces ambiguity and provides a clearer path for consistent care over the life of the animal.
A limited approach to pet planning can be appropriate when anticipated care needs are modest and funding requirements are minimal. If a friend or family member has agreed to take responsibility and the pet has low medical needs, a written letter of instruction and designated caregiver in a will may provide adequate guidance. However, owners should still consider naming alternates and providing some financial provision to cover routine expenses, as relying solely on informal promises could lead to difficulties if circumstances change unexpectedly. Clear communication and documentation help reduce the risk of future disputes.
If there is a trustworthy family member or friend willing to assume long-term responsibility and both the owner and caregiver have a clear understanding of expectations, a limited plan may make sense. In such cases, simple written instructions and a small monetary gift or designated bank account can supplement the caregiver’s commitment. Even when relying on close relationships, it is helpful to document the arrangement in estate planning documents so intentions are known and easy to follow. Documented plans reduce uncertainty and help ensure that the caregiver’s willingness is preserved over time.
A comprehensive pet trust provides long-term stability by creating enforceable obligations for trustees and clear directives for caregivers. When pets have significant medical needs, advanced age, or when ownership involves multiple animals, a thorough plan ensures consistent funding and oversight. It reduces the chance of family disputes by documenting the owner’s precise wishes and appointing individuals to carry them out. Comprehensive plans also include contingencies for successive caregivers and instructions for disposition of remaining trust assets, which together provide a predictable structure that protects the pet’s welfare over time.
When a pet requires ongoing medical attention, medication management, or specialized care, a comprehensive legal arrangement is often necessary. A pet trust can allocate funds for recurring treatments, set aside emergency reserves, and instruct the trustee to cover transportation to veterinary specialists. Additionally, for owners who wish to leave substantial funds, a detailed plan helps prevent misuse by establishing reporting requirements and oversight mechanisms. These provisions keep the caregiver and trustee accountable while ensuring that the pet receives consistent, quality care aligned with the owner’s instructions.
A comprehensive pet trust reduces ambiguity by documenting who will care for the pet, how funds are to be used, and what to do in unusual circumstances. This clarity helps avoid disagreements among heirs and ensures that the owner’s preferences guide decisions. The trust can also include procedures for regular check-ins, reporting from the caregiver, and requirements for veterinary care, which collectively help keep the animal’s quality of life consistent. Finally, the presence of a trustee managing funds relieves the caregiver of financial administration tasks and focuses them on daily care.
Comprehensive planning often results in greater predictability and continuity for pets, particularly when owners have multiple animals or significant assets dedicated to animal care. By establishing contingency plans and successor arrangements, the trust minimizes disruptions in housing, medical treatment, and routine care. The added structure also reassures caregivers that funds will be available when needed. For Antelope residents who want long-term assurance for their animals, a full pet trust integrated into an estate plan provides durable protection and clear steps for implementation when the owner becomes incapacitated or passes away.
A comprehensive pet trust helps preserve routines and veterinary relationships by clearly outlining daily care preferences and medical directives. Caregivers receive explicit instruction on diet, exercise, medications, and preferred veterinarians, and trustees manage payments that support those needs. This alignment between caregiver actions and trustee funding reduces the chance of interrupted care or financial disputes. For pets with special diets or chronic conditions, documented instructions ensure that caregivers and veterinary providers follow the owner’s established regimen, maintaining health and stability across life transitions.
Legal assurance arises when a pet trust creates enforceable duties for trustees to use funds according to the owner’s directions. Trustees handle bill payment, maintain records, and disburse funds on an agreed schedule, so caregivers can focus on daily care rather than bookkeeping. Financial management provisions protect the trust assets from misuse and allow for clear accounting. This structure benefits everyone involved by providing transparency, rules for decision-making, and a framework for resolving disagreements, which is especially important when substantial funds are designated for an animal’s long-term care.
Selecting a caregiver and successor caregivers is one of the most important decisions in pet trust planning. Look for individuals who understand the pet’s temperament and needs, and discuss expectations clearly so there are no surprises later. Confirm their willingness to commit and identify alternates in case circumstances change. Consider proximity, lifestyle, and the ability to provide consistent daily routines. Naming at least one successor caregiver ensures continuity if the primary caregiver becomes unavailable, and written acceptance provisions help prevent disputes and reduce the risk of temporary homelessness for the pet.
Include thorough medical histories, medication schedules, and behavioral notes within the trust or a supporting memorandum so caregivers and veterinarians have immediate access to important information. Clear documentation helps new caregivers understand the pet’s routines and reduces stress during transitions. List preferred veterinarians, emergency contacts, and any training or socialization programs that should continue. Having a concise packet of information along with the trust speeds intake at veterinary clinics and helps caregivers provide consistent care. This documentation is especially valuable for pets with chronic conditions or special dietary or mobility needs.
Pet trusts offer owners peace of mind by documenting both the financial support and caregiving arrangements needed for an animal’s future care. They reduce the chance of disputes among family members by establishing clear roles and instructions, and they provide trustees with the authority to manage funds and make payments on behalf of the pet. Owners with multiple animals, pets that require specialized medical attention, or those who want to ensure a particular caregiver arrangement will benefit from planting these decisions into formal legal documents to protect the animal’s welfare long term.
Another reason to consider a pet trust is its flexibility: trusts can be tailored to include detailed care instructions, contingency plans, and distribution directions for remaining funds after the pet’s passing. This flexibility allows owners to address practical matters such as who will assume care, how funds should be disbursed, and whether residual assets should go to a charity or family member. By integrating a pet trust into an overall estate plan, Antelope residents can ensure their wishes for both people and animals are coordinated and legally effective at the time they are needed.
Pet trusts are often used when owners anticipate an inability to care for a pet due to aging, illness, or death, or when pets have significant medical needs that require ongoing funding. They are also useful when owners want to leave clear instructions about daily care preferences, or when there is concern that family members may disagree about the pet’s future. Owners who travel frequently, have complex household arrangements, or wish to provide for multiple animals often find trust planning provides clarity and continuity that informal agreements cannot reliably deliver.
When an owner faces serious illness or disability, a pet trust can ensure the pet’s care continues uninterrupted by naming temporary caregivers, specifying funds for care, and directing how medical decisions should be handled. The trust can include instructions about transportation to appointments and cover the caregiver’s expenses so that the pet’s routine and health needs remain stable during the owner’s recovery or treatment. This planning helps reduce stress for both the owner and the animal, and ensures that necessary care is available without delays or disputes.
For households with multiple pets or animals that have complex medical or behavioral needs, a pet trust can allocate resources fairly and set priorities for care. The trust can outline how funds should be divided, specify care schedules, and designate caregivers for each animal if appropriate. This level of detail helps prevent neglect or favoritism and ensures each animal receives the attention and resources necessary for a healthy life. Detailed instructions and funding provisions reduce the risk that any animal will lose essential care during transitions in ownership.
Owners who travel frequently or who do not have family nearby may use a pet trust to make sure their animals are cared for according to their wishes. Trust provisions can designate long-term caregivers, cover expenses for boarding during travel, and establish emergency procedures if the primary caregiver cannot be reached. For those who expect extended absences or potential relocation, a trust provides a durable plan that ensures continuity of care, including funding for transportation, temporary housing, and medical treatment, while minimizing the risk of last-minute disruptions.
We assist Antelope residents with practical, legally compliant pet trust solutions that reflect each owner’s priorities. Our services include drafting trust language, coordinating with wills and living trusts to ensure funding, and advising on caregiver and trustee selection. We aim to make the process straightforward by explaining options in clear terms, helping you estimate funding needs, and preparing documents that are enforceable in California. Whether you need a simple provision or a full pet trust, our office is available to answer questions and guide you through implementing a plan that protects your pet’s future.
Our firm focuses on estate planning solutions that reflect the practical needs of families and their animals. We prioritize clear drafting, thoughtful funding strategies, and careful coordination with existing estate documents so your pet trust functions smoothly when called upon. We take time to outline caregiver responsibilities, trustee duties, and reporting mechanisms so that everyone involved understands their roles. Clients appreciate that we aim to reduce administrative burdens for caregivers and to create durable, easy-to-follow instructions that protect the pet’s welfare and align with the owner’s wishes.
We serve clients throughout California with attention to detail and responsive communication. Our process begins with a conversation about your pet’s needs and your goals, proceeds to drafting tailored documents, and includes follow-up to ensure funding and coordination with other estate planning instruments. We help identify realistic funding plans and recommend practical caregiver arrangements. This comprehensive approach reduces the likelihood of confusion or interruption in care and helps ensure the transition of responsibilities is as seamless as possible for your pet and those who will care for them.
For Antelope residents, establishing a pet trust can be part of a broader estate plan that also addresses wills, living trusts, powers of attorney, and healthcare directives. We help integrate pet provisions with these other documents so everything operates cohesively. Our goal is to make implementation straightforward at the time of need, minimizing stress for loved ones and providing continuous care for the animal. Call 408-528-2827 to discuss how a pet trust could be incorporated into your existing plan or created as a focused provision for your pet.
Our process for pet trusts begins with a detailed intake to understand the pet’s routine, medical needs, and the owner’s intentions. We review existing estate planning documents to coordinate funding and avoid conflicts. After drafting a trust tailored to those requirements, we review it with the owner and make revisions as needed. We also provide guidance on funding mechanisms and help execute supporting documents, such as pour-over wills or designations within a living trust. Finally, we offer guidance for communicating the plan to chosen caregivers and trustees so the arrangement can be smoothly activated when necessary.
The first step is an initial consultation to collect information about the pet, the desired caregiver, and the owner’s intentions for funding and medical care. We ask about the pet’s medical history, daily routine, and any special behavioral or training requirements. We also discuss potential trustees and successors and review the owner’s current estate documents to determine the best funding source. This meeting allows us to align the trust’s terms with realistic caregiving arrangements and to identify contingencies that should be included in the final document.
During the information gathering phase, we collect critical details such as the pet’s age, medical conditions, diet, medication schedules, preferred veterinarians, and existing care arrangements. We also learn about the owner’s wishes for daily routines, acceptable medical interventions, and desired end-of-life care decisions. This comprehensive picture helps craft instructions that reduce ambiguity for caregivers and trustees. We encourage owners to provide written records and contacts to streamline transitions and to include any special requests that reflect the pet’s comfort and quality of life.
We review the client’s existing estate plan, trust documents, and beneficiary designations to ensure the pet trust integrates smoothly with the overall plan. Coordinating funding sources prevents gaps that could leave the pet without intended financial support. If necessary, we prepare pour-over wills or amend living trusts to route assets into the pet trust at the appropriate time. This step minimizes the risk of competing provisions and ensures that the pet trust will receive the resources intended for caretaking and medical needs when the owner is no longer able to provide support.
After gathering necessary information and confirming funding strategies, we draft the pet trust to reflect the owner’s goals and legal requirements. The draft covers caregiver and trustee appointments, funding details, disbursement schedules, medical directives, and contingency plans. We provide a thorough review with the client to explain each provision and make adjustments as needed. Clear, plain-language drafting helps caregivers and trustees understand responsibilities, reduces interpretive disputes, and creates a reliable framework for long-term animal care.
The trust document includes explicit instructions on daily care, veterinary treatment preferences, acceptable expenses, and reporting requirements. We also recommend naming successor caregivers and trustees to assure continuity. Funding mechanisms and disbursement procedures are set out to allow trustees to make timely payments. Wherever possible, language is crafted to be practical and flexible enough to accommodate unforeseen circumstances while honoring the owner’s fundamental preferences. This balanced approach helps caregivers and trustees act decisively in the pet’s best interest.
Once the draft is complete, we review it line by line with the client, explaining the implications of each clause and suggesting adjustments that reflect realistic caregiving situations. Clients have the opportunity to revise caregiver duties, funding levels, and emergency protocols. We ensure the language is clear and that contingencies are included for common scenarios. After the client approves the final document, we assist with proper execution and advise on storing and sharing copies with designated parties so the plan can be quickly located and implemented when needed.
Completing a pet trust requires confirming funding sources and communicating the plan to caregivers, trustees, and family members. We help with necessary follow-through such as updating account titling or coordinating a pour-over will to move assets into the trust. We also advise on keeping a current packet of medical records and care instructions for the caregiver. Periodic review is recommended to adjust funding levels or appoint new caregivers as circumstances change. Ongoing maintenance helps preserve the trust’s effectiveness and ensures long-term care remains aligned with the owner’s wishes.
We guide clients through the steps needed to ensure the trust is properly funded, which may include retitling accounts, designating trust beneficiaries, or creating a pour-over will to route assets into the trust at death. Proper funding prevents gaps that could leave the pet without the intended financial support. We also advise on setting aside an emergency reserve and establishing practical disbursement schedules so trustees can handle expenses without delay. Clear funding arrangements reduce the administrative burden on caregivers and promote consistent care for the animal.
After execution, it is important to share the plan with caregivers, trustees, and key family members so everyone understands their roles and responsibilities. We recommend providing caregivers with a written packet containing medical records, veterinarian contacts, and copies of the trust provisions related to daily care. Periodic reviews of the trust help ensure funding remains adequate and that designated caregivers continue to be willing and able to serve. Regular updates reduce surprises and keep the plan effective throughout the pet’s life.
A pet trust is a legal arrangement that sets aside funds and appoints people to ensure ongoing care for a pet if the owner becomes incapacitated or dies. The trust names a trustee to manage the financial assets and a caregiver to provide daily care, and it includes instructions about how funds should be spent for veterinary care, food, grooming, and other needs. The trustee administers payments according to the trust terms while the caregiver focuses on the pet’s routine and well-being. California recognizes pet trusts as enforceable, so a well-drafted trust creates clear duties for both trustees and caregivers and can include contingencies such as successor caregivers and distribution of any remaining funds after the pet’s death. Integrating the pet trust with your overall estate plan is advisable to ensure proper funding and ease of administration.
Determining the right amount for a pet trust depends on the animal’s expected lifetime costs, including food, routine veterinary care, preventive medications, grooming, and possible emergency treatment. Start by estimating annual expenses and then multiply by the anticipated remaining years of life, factoring in an emergency reserve for unexpected medical needs. For animals with chronic conditions or special diets, budget higher to account for ongoing treatments and specialists. It can also be useful to include flexible language permitting the trustee to adjust disbursements based on actual needs and to require periodic reporting. This approach helps ensure that funds are spent reasonably and that caregivers are reimbursed for legitimate expenses without excessive administrative hurdles.
Choose a caregiver who understands your pet’s personality, daily needs, and medical requirements, and confirm their willingness to accept long-term responsibility. The caregiver should be someone you trust to provide consistent daily care, transport to veterinary appointments, and adherence to any medical or behavioral routines. Naming one or more successor caregivers is also important in case the primary caregiver becomes unable to serve. For trustee selection, consider a person or entity comfortable handling finances and recordkeeping, such as a trusted relative or a professional fiduciary. The trustee should be willing to follow the trust’s terms, make timely payments, and provide accountability. Separating the caregiver and trustee roles can reduce conflicts and help each person focus on their specific duties.
Yes, you can include veterinary directives and medication instructions in a pet trust or an accompanying memorandum. Detailed medical instructions help caregivers and veterinarians make informed decisions that align with the owner’s wishes, and they provide continuity in treatment plans. Include information such as current medications, dosages, veterinary contacts, known allergies, and preferences for treatment intensity or comfort care. It is important to keep medical information up to date and to share copies with the named caregiver and regular veterinarian. Clear directives reduce decision-making delays and stress during emergencies, and they support consistent treatment that reflects the owner’s priorities for the pet’s quality of life.
A pet trust should specify what should happen to any remaining funds after the pet’s death. Common options include directing the residual funds to a named family member, a designated animal welfare organization, or another charitable beneficiary. Some owners prefer to leave a modest remainder to the caregiver as a thank-you, while others direct all remaining funds to charity. Clear instructions help prevent disputes and ensure the owner’s final wishes are followed. Including a remainder clause also helps trustees administer the trust efficiently by providing a predetermined destination for leftover assets. Without such direction, disputes among heirs or caregivers can arise, potentially requiring court involvement to resolve distribution questions.
A pet trust works alongside other estate planning documents; often it is funded by a pour-over will or as a separate provision within a living trust. Ensuring the pet trust receives the intended assets requires coordination so that funds are properly retitled or designated to move into the trust at the appropriate time. This coordination prevents gaps that could leave the pet without the intended financial support. When integrating a pet trust into a broader plan, it is important to review beneficiary designations and account titles to confirm that assets will pass to the pet trust or its funding vehicle. Routine reviews of the overall estate plan help maintain alignment as circumstances and asset compositions change over time.
Pet trusts can cover a wide range of expenses, including boarding, training, grooming, and transportation to veterinary appointments, provided the trust document explicitly permits those uses. Including language that lists acceptable expense categories helps trustees and caregivers know what is reimbursable and reduces disagreement over expenditures. For animals that require recurring professional services, setting aside funds for these items ensures continuity of care. It is helpful to create reasonable spending limits or a schedule for reimbursements, together with documentation requirements, so the trustee can verify legitimate costs. This approach provides caregivers with financial support for necessary services while maintaining accountability for trust disbursements.
To help ensure funds are used properly, include clear disbursement rules and reporting requirements in the pet trust. The trustee should be required to maintain records, provide receipts or periodic accounting to a designated oversight person, and limit disbursements to specified expense categories. Naming a trust overseer or protector who can review accounts adds another level of accountability without burdening the caregiver. Choosing a trustee with good recordkeeping practices and defining acceptable documentation for reimbursements reduces the likelihood of misuse. Regular communication among the trustee, caregiver, and any oversight person fosters transparency and ensures funds remain dedicated to the pet’s needs.
Yes, California recognizes pet trusts and provides a legal framework that makes them enforceable when properly drafted. State law permits owners to create trusts for the benefit of a pet and sets out rules for trustees’ duties and permissible uses of funds. A well-drafted trust that complies with state requirements will generally be upheld by California courts, giving the owner’s instructions legal force. Because laws and interpretations can change, it is important to follow current drafting standards and to review the trust periodically. Proper execution, clear funding arrangements, and coordination with the rest of the estate plan all contribute to a pet trust’s enforceability.
Begin by gathering information about your pet’s health, daily routine, and preferred caregivers, and then schedule a consultation to discuss whether a pet trust fits your situation. Review your existing estate planning documents so we can coordinate funding and avoid conflicts. Make a list of potential trustees and caregivers and discuss expectations with them to confirm their willingness to serve. Next, work with legal counsel to draft the trust, specify funding mechanisms, and include contingency plans for successor caregivers and disposition of remaining funds. Finally, provide caregivers and trustees with copies of the trust and a packet of medical records and contact information so the plan can be implemented smoothly when needed.
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