SproutEd

On-Demand
1 CLE Credit

for High Net Worth

Leah Del Percio offers expert guidance on navigating the complexities of estate planning for high net worth clients. Learn essential strategies for drafting precise, effective documents that address unique needs, minimize risk, and ensure long-term security for clients. Gain practical tips and insights from an experienced professional in the field.

Course Details

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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.​

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Learning Objectives

By the end of this Continuing Legal Education course, participants will earn 1.0 MCLE credit and possess the knowledge to effectively draft estate plans for high-net-worth clients. They will understand key tools, tax considerations, asset distribution strategies, and how to navigate complex family dynamics while ensuring legal compliance.

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