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
Mitigating in
Avoid the landmines that can turn estate administration into a liability nightmare. With expert guidance from Leah Del Percio, you'll learn how to manage fiduciary risks, prevent disputes, and guide clients through high-stakes decisions with confidence.
State Accreditation
For state-specific CLE accreditation details, click the button below.
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
- Identify Fiduciary Duty Risks
- Navigate Probate Court Requirements
- Address Creditor Claim Challenges
- Manage Tax Filing Obligations
- Prevent Beneficiary Disputes Early
- Avoid Common Administration Errors
- Communicate With Beneficiaries Effectively
- Recognize Ethical Pitfall Triggers
By the end of this Continuing Legal Education course, participants will earn 1.0 MCLE credit and possess a deeper understanding of how to proactively manage risk in estate administration. Attorneys will gain practical tools for fulfilling fiduciary duties, handling tax and creditor issues, and minimizing disputes while maintaining ethical and legal compliance.
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