Credit available for all 50 states. For state specific information, click the button below.
Meet Leah
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
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
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.
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
Copyright SproutEd 2023
Credit available for all 50 states. For state specific information, click the button below.
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Approved
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.2
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Approved
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.0
Status On-demand: Self apply
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
Continuing Education for the Next Generation -TM
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
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!
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.
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
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.
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!
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
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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