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.
On-Demand
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.
On-Demand - 1 CLE Credit
A Framework for Efficient and
Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: General (See State Credit Info below)
- Topic: Trusts | Estate Planning
Details
- Price: $39
- Presenter: Leah Del Percio
State Accreditation
For state specific information, click the button below.
Meet Leah
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
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
- Maximize Client Satisfaction
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.
More Pages
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page
- Demo Page