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Credit available for all 50 states. For state specific information, click the button below.

Topics Covered: FinTech

Fields: General

Delivery Type: Live Webinar

Credit Hours: 1.0

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Meet Leah

Founder & CEO, Trustate

Leah Del Percio is the President, CEO, and co-founder of Trustate, a leading estate administration platform established in 2020. Overseeing all facets of the company's evolution and expansion, she has propelled Trustate to prominence within the LegalTech sector. The platform offers B2B solutions to various stakeholders in estate administration, including law firms, wealth managers, banks, and accountants. Leah's expertise stems from her tenure as a senior Trust and Estate attorney at DLA Piper, where she specialized in crisis and succession planning, wealth preservation, and complex tax strategies. Recognized as a Super Lawyers "Rising Star," she has garnered national acclaim through features in Law.com and Business Insider. Committed to community service, she provides pro-bono counsel for organizations like the Boys and Girls Club, advocating for equality and civil rights. 

Education
-University of Miami Bachelor’s Degree

-Cardozo School of Law, J.D.
-Georgetown University Law Center, Master of Laws

Founder & CEO, Trustate

Leah Del Percio is the President, CEO, and co-founder of Trustate, a leading estate administration platform established in 2020. Overseeing all facets of the company's evolution and expansion, she has propelled Trustate to prominence within the LegalTech sector. The platform offers B2B solutions to various stakeholders in estate administration, including law firms, wealth managers, banks, and accountants. Leah's expertise stems from her tenure as a senior Trust and Estate attorney at DLA Piper, where she specialized in crisis and succession planning, wealth preservation, and complex tax strategies. Recognized as a Super Lawyers "Rising Star," she has garnered national acclaim through features in Law.com and Business Insider. Committed to community service, she provides pro-bono counsel for organizations like the Boys and Girls Club, advocating for equality and civil rights. 

Education
-University of Miami Bachelor’s Degree

-Cardozo School of Law, J.D.
-Georgetown University Law Center, Master of Laws


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Wondering if this course is for you?

Learning Objectives

Initiate Estate Opening

Discover Assets, Liabilities

Address Tax Obligations

Execute Preliminary Distributions

Optimize Beneficiary Communication

Navigate Estate Legalities

Streamline Trust Procedures

By the end of this session, participants will possess the skills to initiate estate openings, discover assets and liabilities, manage tax obligations, and execute distributions. You'll learn to optimize communication with beneficiaries, navigate estate legalities, streamline trust procedures, and ensure overall client satisfaction through efficient administration.

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Why attendees love this course

I had the privilege of attending the "Decrypting the Future" presentation, and it exceeded all my expectations! The speaker seamlessly blended complex topics, making them accessible to both seasoned professionals and newcomers like myself.

I had the privilege of attending the "Decrypting the Future" presentation, and it exceeded all my expectations! The speaker seamlessly blended complex topics, making them accessible to both seasoned professionals and newcomers like myself.

The speakers' ability to distill complex information into digestible insights was commendable.

The speakers' ability to distill complex information into digestible insights was commendable.

Overall, "Decrypting the Future" is a must-attend

Overall, "Decrypting the Future" is a must-attend

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Copyright SproutEd 2023 

State Accreditation

State Accreditation

Credit available for all 50 states. For state specific information, click the button below.

  • Alaska

    Credit Type: General
    General: 1.0
    Status On-demand: Reciprocal credit
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Arizona

    Credit Type: General
    General: 1.0
    Status On-demand: Reciprocal credit
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Arkansas

    Credit Type: General
    General: 1.0
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • California

    Credit Type: General
    General: 1.0
    Status On-demand: Approved
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Colorado

    Credit Type: General
    General: 1.2
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Connecticut

    Credit Type: General
    General: 1.0
    Status On-demand: Reciprocal credit
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Florida

    Credit Type: General
    General: 1.2
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Georgia

    Credit Type: General
    General: 1.0
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Hawaii

    Credit Type: General
    General: 1.0
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Maine

    Credit Type: General
    General: 1.0
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Montana

    Credit Type: General
    General: 1.0
    Status On-demand: Reciprocal credit
    Training Type: On-demand (On-demand)
    Expires: N/A

  • New Jersey

    Credit Type: General
    General: 1.2
    Status On-demand: Reciprocal credit
    Training Type: On-demand (On-demand)
    Expires: N/A

  • New York

    Credit Type: General
    General: 1.0
    Status On-demand: Approved
    Training Type: On-demand (On-demand)
    Expires: N/A

  • North Dakota

    Credit Type: General
    General: 1.0
    Status On-demand: Self apply
    Training Type: On-demand (On-demand)
    Expires: N/A

  • West Virginia

    Credit Type: General
    General: 1.2
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

  • Wisconsin

    Credit Type: General
    General: 1.2
    Status On-demand: Pending
    Training Type: On-demand (On-demand)
    Expires: N/A

State Credit Info

State Accreditation 

State Credit Info

Maximize Client Satisfaction

Continuing Education for the Next Generation -TM 

Decrypting the Future: Navigating the Dynamic
Intersection of Crypto and Law

Position yourself as a legal tech trailblazer by exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance. Enroll today to stay ahead in the dynamic world of legal technology! 

Position yourself as a legal tech trailblazer by exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance. Enroll today to stay ahead in the dynamic world of legal technology! 

Save the Date

Decrypting the Future: Navigating the Dynamic
Intersection of Crypto and Law

Position yourself as a legal tech trailblazer by exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance. Enroll today to stay ahead in the dynamic world of legal technology! 

Position yourself as a legal tech trailblazer by exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance. Enroll today to stay ahead in the dynamic world of legal technology! 


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Credits

Details 

January 1, 2024
4:00 pm EST

Topics Covered: FinTech
Fields: General
Credit Hours: 1.0
Delivery Type: Live Webinar

60 Minutes
1.0 General CLE
$49

Join Leah Del Percio for an in-depth exploration into the complexities of estate and trust administration.  This webcast will empower you with effective tools to navigate from initial estate openings to final distributions, ensuring a streamlined process that minimizes hurdles and enhances client satisfaction. 

REGISTER NOW - $39

Join Leah Del Percio for an in-depth exploration into mastering the complexities of estate and trust administration. This webcast will empower you with effective strategies and tools to navigate every phase, from initial estate opening to final distributions, ensuring a streamlined process that enhances client satisfaction and minimizes legal hurdles.

Live CLE Webcast - June 10, 2024
1 CLE Credit

Navigating the Dynamic Intersection of Crypto and Law 

Join Lindsay Sain Jones, financial regulation, and tech expert, on a journey exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance.

Navigating the Dynamic
Intersection of 
Crypto and
Law

REGISTER NOW

Join Lindsay Sain Jones, financial regulation, and tech expert, on a journey exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance.

Live CLE Webinar

Seize the Future: Enroll Today!

Navigating the Dynamic
Intersection of Crypto and Law 

Join Lindsay Sain Jones, financial regulation, and tech expert, on a journey exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance.

Save the Date

Navigating the Dynamic
Intersection of 
Crypto and
Law

REGISTER NOW

Credits

Details

January 1, 2024
4:00 pm EST

Topics Covered: FinTech
Fields: General
Credit Hours: 1.0
Delivery Type: Live Webinar

60 Minutes
1.0 General CLE
$49

Join Lindsay Sain Jones, financial regulation, and tech expert, on a journey exploring blockchain innovations, regulatory landscapes, and the evolving intersection reshaping law and finance.

Live CLE Webinar

Seize the Future: Enroll Today!

A Framework for Efficient Estate and Trust Administration

Contact
leah@trustate.com

618.437.8283



Contact
leah@trustate.com

618.437.8283

Organization
Trustate
Tampa, FL

www.trustate.com

Organization
Trustate
Tampa, FL

www.trustate.com



Save the Date

Date: June 10, 2024
Time: 12:00 pm EST
Duration: 60 Minutes

CLE Credits 

Credits: 1
Participation: Live Webcast
Credit Type: General

Details 

Price: $39
Topic: Trusts | Estate Planning
Presenter: Leah Del Percio

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