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Live CLE Webcast - June 10, 2024
1 CLE Credit

A Framework for Efficient and

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.

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CLE Credits

Details

State Accreditation

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

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

Organization

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Learning Objectives

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.

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast
Status: Pending, Submitted for Accreditation Expires: May 14, 2024

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