Pitfalls of Pay on Death: Pay Me Now or Pay Me Later

Starting with an overview of Payable on Death (POD) accounts and apportionment rules in Illinois, this program guides you through three case studies that help illustrate the pros and cons of POD accounts as well as a set of best practices to employ when dealing with clients with these accounts.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-23R-10B

$60.00 or 1.00 credits

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Faculty:

Natalie M. Perry, Harrison & Held, LLP, Chicago &

Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago

Expires: 6/1/2025

Overview
Specifications

Faculty:

Natalie M. Perry, Harrison & Held, LLP, Chicago &

Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago

Expires: 6/1/2025

Products specifications

Program Date	5/22 - 5/23/2023
Category	Estate Planning & Probate
Category	Elder Law

Products specifications

Program Date	5/22 - 5/23/2023
Category	Estate Planning & Probate
Category	Elder Law

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