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
in and Planning
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.
Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: Ethics / General (See State Credit Info below)
- Topic: Trusts | Estate Planning
Details
- Price: $39
- Presenter: Leah Del Percio
State Accreditation
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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.
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
- Identify Ethical Conflicts
- Navigate Confidentiality Rules
- Manage Conflicts Of Interest
- Assess Fiduciary Duties
- Address Disputes Ethically
- Draft Clear Engagement Letters
- Define Representation Scope
- Implement Withdrawal Procedures
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.
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