Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: General (See State Credit Info above)
- Topic: Estate Administration
Details
- Price: $39
- Presenter: Leah Del Percio
On-Demand
1 CLE Credit
1 CLE Credit
Adding to Your Practice
Leah Del Percio provides attorneys with the tools to successfully incorporate estate administration into their practice. Learn to navigate the six phases of estate administration, collaborate with executors, manage family dynamics, and minimize risks while adding value to estate planning services and expanding your practice's offerings.
State Accreditation
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Course Details
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
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Learning Objectives
- Understand Estate Administration Phases
- Guide Clients Through Probate
- Manage Executors and Stakeholders
- Differentiate Probate and Non-Probate Assets
- Apply Best Practices in Estate Administration
- Mitigate Risks in Estate Administration
- Integrate Estate Admin into Practice
- Enhance Estate Planning Services
By the end of this Continuing Legal Education course, participants will earn 1.0 MCLE credits and possess a comprehensive understanding of the six phases of estate administration, including how to guide clients through probate, manage executors, and address complex family dynamics. They will also learn strategies to minimize risks, improve estate planning services, and integrate estate administration into their practice.
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