Page 7 - Jupiter West - November '20
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Jupiter West, Page 7
      Three Famous Pet Trust Cases



      And The Lessons We Can Learn From Them



      Submitted by Anné                                    Lesson learned: You can be creative in your approach   a  fortune  worth  $70  million  to  her  chimpanzee,  Kalu
      Desormier-Cartwright, J.D.                         to making sure your pets receive proper care after you’re   and other pets, in her will – or so she thought. It was
        Things don’t always                              gone. Let’s chat about your goals and wishes when it   discovered in 2010 that the heiress herself was virtually
      go according to plan. On                           comes to your pets.                               broke, thanks to the shady dealings of a dishonest
      the other hand, sometimes                          Maria Assunta And Tommaso                         financial advisor. This story provides perhaps the most
      pet owners can get a bit                             In a four-legged and furry version of the classic rags-  famous example of a pet trust gone dry while the owner
      creative when providing for                        to-riches story, wealthy Italian widow Maria Assunta   is still living.
      their pets. Let’s take a look                      rescued a stray cat from the streets of Rome and gave     Lessons learned: You can only give away what you
      now at three famous cases                          him a proper home and name: Tommaso. As Assunta’s   have. If caring for your pets after your death is important
      involving pet trusts and                           health failed, she tried for several years to find an animal   to you, make sure your financial plan is in line with your
      distill important lessons                          organization to entrust  Tommaso.  When no suitable   estate plan and that you’ve taken appropriate steps to
      from them.                                         organization was found, Assunta left the estate valued at   oversee your advisors.
      David Harper And Red                               $13 million directly to the cat in her will and named her     Establishing a pet trust is the best way to ensure that
        David Harper, a wealthy, reclusive bachelor in Ottawa,   own nurse as caretaker. She passed away in 2011 at the   your beloved pets receive the care they deserve after you
      Canada, wasn’t exactly famous during his life. In his   ripe old age of 94, knowing her beloved Tommaso would   pass on. To learn more about your options, give us a call
      death, however, he made headlines by reportedly leaving   be well taken care of.                     today.
      his entire $1.1 million dollar estate to his tabby cat, Red.     Lesson learned: The best way to ensure the care of     If you have questions about this or your estate plan
      Just to make sure his wishes were carried out, Harper   your pet is in writing, with a proper estate plan.   and what documents are necessary, schedule a free
      actually bequeathed the fortune to the United Church of   Patricia O’Neill And Kalu                  consultation today by calling our office at (561) 694-
      Canada under the stipulation that they take care of Red     Patricia O’Neill,  daughter  of  British  nobility  and   7827, Anné Desormier-Cartwright, Esq., Elder and Estate
      for him! The ploy worked.                          ex-spouse of Olympian Frank O’Neill, had designated   Planning Attorneys PA, 480 Maplewood Drive, Suite 3,
          One-on-one help with your                                                                        Jupiter, FL 33458.
                                     One-on-one help with your
                                                                                                             The content of this article is general and should not be
          One-on-one help with your                                                                        relied upon without review of your specific circumstances
          Medicare questions.
                                     Medicare questions.
                                                                                                           by competent legal counsel. Reliance on the information
          Medicare questions.                                                                              herein is at your own risk, as it expresses no opinion by
                                                                                                           the firm on your specific circumstances or legal needs.
                                  Kathy Olejniczak           Kathy Olejniczak                              An attorney client relationship is not created through the
                                                                                                           information provided herein.
                                  Licensed Sales Agent
                                 Kathy Olejniczak            Licensed Sales Agent                            To comply with the U.S. Treasury regulations, we must
                                                                                                           inform you that (i) any U.S. federal tax advice contained
                                  561-212-7640, TTY 711
                                 Licensed Sales Agent561-212-7640, TTY 711                                 in this newsletter was not intended or written to be used,
                                 561-212-7640, TTY 711                                                     and cannot be used, by any person for the purpose of
                                                                                                           avoiding U.S. federal tax penalties that may be imposed
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                                                                                                           from their tax advisor based on the taxpayer’s particular
                                                                                                           circumstances.


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          Y0066_21SPRJ55188_C
                      Pet Matters


                        by Pat Deshong, President of Furry Friends   and not the 45 to 50 they should. We gave them soft beds
                        Adoption, Clinic & Ranch, November 2020  to rest on as their entire body looked skeletal with a thin
                                                         layer of fur covering their protruding bones. We offered
          “ For the Love  of                             them their first meal in weeks to months.
        Animals” features real                             Their new names are Hope and Truman. Truman means
        stories happening at Furry                       “loyal and faithful man” and he certainly was that, never
        Friends in Jupiter. We are                       leaving his sister’s side. Pat Deshong commented that, “The
        The Humane  Society of                           good news is that we got them in time, I can’t imagine, in
        Greater Jupiter/Tequesta                         another week or two they would have probably been dead.
        and the only no-kill shelter                     They’re with Furry Friends, they’re getting the medical help
        open to the public in northern                   they need, they’re safe, they’re getting fed and they will be   Nizza came to us after a nice couple  Bubba is one of our most handsome dogs
        Palm Beach County.  We’ve                        up for adoption in the near future.” Hope and Truman have   found her in a car engine. She was  and will make a wonderful companion
        been rescuing, rehabilitating,                   a long road ahead of them, but they will receive the love   just filthy.  Once we examined  for the right person. Bubba must be the
        and re-homing the homeless                       and care they crave and deserve.                  her, we learned that her paw was  only animal in the home as he has a
        animals in our community                           When considering adding a furry family member to   injured and she had a broken toe.  strong prey drive. He can be strong on
                                                                                                           Her injuries are healed and is now  the leash when his instincts kick in so he
        for more than 30 years.                          your family, please visit our Palm City Ranch at 4841 SW   looking for her forever family. She  is not suited for neighborhood walks in
        Our not for profit 501c3                         Zarrella Street or our new Jupiter Adoption Center at 100   is a petite girl that has a fun and  a busy community with other pets going
        organization consists of our Jupiter based adoption center,   Capital Street in the Jupiter Commerce Park. PLEASE   sassy personality.  by. Therefore, this big fella would love
        veterinary clinic (open to the public), thrift store, and Palm   CALL 561-747-5311 PRIOR TO VISITING EITHER               a home with a fenced yard with lots of
                                                                                                                                  space to run and enjoy. Then after a
        City Ranch.                                      LOCATION DUE TO COVID19.                                                 good stretch outside he is happy to assist
                                                           Blessings to you for your support and faith in us… all                 you in watching your favorite show or
                                                         for the LOVE of animals!                                                 reading your new book.

                                                                                                           Ways to donate (tax ID #59-2111273):
                                                                   Patricia Deshong, President           1. Mail a check made payable to Furry Friends to 100 Capital
                                                                                                         Street, Jupiter, FL  33458.
                                                                                                         2. Visit  www.furryfriendsadoption.org
                                                         Proud Nonprofits First 2020 Hats Off            3. Call us with your credit card information at 561.747.5311
                                                         “Nonprofit Executive Of The Year” and           ext. 3
                                                          “Nonprofit of the Year” Nominee                “Your donation creates the possibilities to make miracles
          At Furry Friends, they never know what the day will                                            happen for our Furry Friends”
        bring, or what will come through the doors, but they are
        always ready to help. One day in mid-October, President
        Pat Deshong received a text she would not soon forget. As
        she opened her messages, she was horrified at the images
        of two emaciated dogs and immediately agreed to help. She
        learned that an employee at a WalMart in St. Lucie County
        had witnessed two sweet and incredibly neglected puppies
        being abandoned near the dumpster. They immediately
        called the local Animal Control, who in turn reached out
        to one of our amazing rescue partners. After seeing the
        extensive medical care the pair would need, she called Furry
        Friends who transported them to our Jupiter facility. They
        were too weak to stand and walk on their own, so we carried
        them inside. The dark, brindled male laid his head on the
        shoulder of one of our animal caretakers as if to show his
        gratitude for being saved. They weighed 20 and 21 pounds         Paid Advertisement
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