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
Taxes play a pivotal role in estate planning and administration. Join Leah Del Percio as she guides you through exemptions, basis rules, trust taxation, and fiduciary reporting. Learn to navigate federal tax issues and make informed decisions that protect clients, beneficiaries, and fiduciaries.
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.
