Watch Anytime
- Participation: On-Demand
- Duration: 60 Minutes
CLE Credits
- Credits: 1
- Credit Type: General (See State Credit Info above)
- Topic: Estate Planning
Details
- Price: $39
- Presenter: Leah Del Percio
On-Demand
1 CLE Credit
1 CLE Credit
The Best Laid Often Go Awry
Join Leah Del Percio in a course designed to help attorneys avoid common pitfalls in drafting estate plans. Learn to convey complex concepts clearly, ensure document accuracy, and confidently handle estate administration. Enhance your practice with modern tools and meticulous drafting techniques for successful estate planning and administration.
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
Wondering if this course is for you?
Learning Objectives
- Improve Client Communication
- Avoid Drafting Pitfalls
- Ensure Document Accuracy
- Utilize Modern Legal Tools
- Handle Estate Administration
- Recognize Drafting Risks
- Enhance Estate Planning
- Identify Common Mistakes
By the end of this Continuing Legal Education course, participants will earn 1.0 MCLE credits and possess enhanced skills to communicate effectively with clients, avoid common pitfalls in estate planning, and ensure the accuracy of legal documents. They will be equipped to utilize modern tools, manage estate administration, and recognize and address drafting risks and mistakes confidently.
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