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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

Faculty:

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

Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago 

Expires: 6/1/2025

Products specifications
Program Date5/22 - 5/23/2023
CategoryEstate Planning & Probate
CategoryElder Law
Products specifications
Program Date5/22 - 5/23/2023
CategoryEstate Planning & Probate
CategoryElder Law
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