Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: General (See State Credit Info above)
- Topic: Trusts and Estates
Details
- Price: $39
- Presenter: Leah Del Percio
On-Demand
1 CLE Credit
1 CLE Credit
Mastering : and Spousal Planning
Marital trust planning is one of the most powerful tools in estate planning, but its complexities can overwhelm even experienced practitioners. Leah Del Percio simplifies the tax concepts and trust structures that preserve wealth, protect spouses, and help attorneys craft sophisticated plans tailored to generations of family goals.
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
- Structure Marital Trust Plans
- Apply Estate Tax Exemptions
- Compare Credit Shelter Trusts
- Evaluate QTIP Trust Strategies
- Analyze Portability Elections
- Implement Disclaimer Planning
- Protect Multigenerational Wealth
- Address Blended Family Issues
By the end of this Continuing Legal Education course, participants will earn 1.0 MCLE credit and possess a practical understanding of the trust structures and tax strategies that underpin modern marital planning. Attorneys will be equipped to balance wealth preservation, spousal protection, and family objectives while navigating complex issues involving exemptions, portability, and multigenerational transfers.
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