Leah Del Percio delves into the complexities of estate planning for unconventional assets, from cryptocurrency and NFTs to luxury collections and mineral rights. Discover strategies to navigate valuation challenges, IRS compliance, and tax implications, equipping you to build effective estate plans that safeguard and maximize your clients’ diverse assets.
On-Demand
1 CLE Credit
Planes, Trains & Cryptocurrency –
Leah Del Percio delves into the complexities of estate planning for unconventional assets, from cryptocurrency and NFTs to luxury collections and mineral rights. Discover strategies to navigate valuation challenges, IRS compliance, and tax implications, equipping you to build effective estate plans that safeguard and maximize your clients’ diverse assets.
On-Demand - 1 CLE Credit
Planes, Trains & Cryptocurrency –
Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: 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
- Manage Cryptocurrency Estate Assets
- Navigate NFT Ownership Issues
- Value Luxury Tangible Collections
- Comply With IRS Standards
- Address Intellectual Property Rights
- Handle Livestock Estate Transfers
- Secure Digital Asset Portfolios
- Apply Taxation Best Practices
By the end of this session, participants will possess the tools needed to manage atypical assets such as cryptocurrency, NFTs, and luxury collections in estate planning. They'll understand IRS compliance requirements, navigate tax implications, and develop effective strategies for securing, valuing, and administering unconventional estate assets.
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