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
-University of Miami Bachelor’s Degree
-Cardozo School of Law, J.D.
-Georgetown University Law Center, Master of Laws
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
By the end of this session, participants will possess the skills to identify and navigate ethical conflicts in estate administration and planning. They will understand confidentiality rules, manage conflicts of interest, and implement strategies for drafting clear engagement letters, ensuring they uphold fiduciary duties and maintain professional integrity throughout their practice.
Why attendees love this course
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
State Accreditation
State Accreditation
For state specific info, click the button below.
-
Alaska
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A -
Arizona
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A -
Arkansas
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A -
California
Credit Type: General
General: 1.0
Status On-demand: Approved
Training Type: On-demand (On-demand)
Expires: N/A
-
Colorado
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A -
Connecticut
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A -
Florida
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A -
Georgia
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A -
Hawaii
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A -
Maine
Credit Type: General
General: 1.0
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
-
Montana
Credit Type: General
General: 1.0
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A -
New Jersey
Credit Type: General
General: 1.2
Status On-demand: Reciprocal credit
Training Type: On-demand (On-demand)
Expires: N/A -
New York
Credit Type: General
General: 1.0
Status On-demand: Approved
Training Type: On-demand (On-demand)
Expires: N/A -
North Dakota
Credit Type: General
General: 1.0
Status On-demand: Self apply
Training Type: On-demand (On-demand)
Expires: N/A -
West Virginia
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A -
Wisconsin
Credit Type: General
General: 1.2
Status On-demand: Pending
Training Type: On-demand (On-demand)
Expires: N/A
State Accreditation
Continuing Education for the Next Generation -TM
Decrypting the Future: Navigating the Dynamic
Intersection of Crypto and Law
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
Decrypting the Future: Navigating the Dynamic
Intersection of Crypto and Law
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
Leah Del Percio guides attorneys through the intricate ethical dilemmas in estate administration and planning, where family dynamics and conflicting interests often collide. This session offers practical strategies for navigating confidentiality, managing conflicts of interest, and fulfilling fiduciary duties.
Leah Del Percio guides attorneys through the intricate ethical dilemmas in estate administration and planning, where family dynamics and conflicting interests often collide. This session offers practical strategies for navigating confidentiality, managing conflicts of interest, and fulfilling fiduciary duties.
On-Demand
1 CLE Credit
Navigating the Dynamic Intersection of Crypto and Law
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.
Navigating the Dynamic
Intersection of Crypto and
Law
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!
Navigating the Dynamic
Intersection of Crypto and Law
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
Navigating the Dynamic
Intersection of Crypto and
Law
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!
Ethical Conflicts in Estate Administration and Planning
Contact
[email protected]
618.437.8283
Contact
[email protected]
618.437.8283
Organization
Trustate
Tampa, FL
www.trustate.com
Organization
Trustate
Tampa, FL
www.trustate.com
Watch Anytime
Participation: On-Demand
Duration: 60 Minutes
CLE Credits
Credits: 1
Credit Type: Ethics / General (See State Credit Info below)
Topic: Estate Planning | Ethics
Details
Price: $39
Presenter: Leah Del Percio
We are curating a network of the most successful and dynamic professionals who share our goal of promoting excellence in the legal industry.
On-Demand CLE, 1 Credit
Leah Del Percio
