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
Transferring Real Property to
Estate planning attorney Leah Del Percio breaks down the legal, tax, and procedural essentials of transferring real property into trusts. She highlights deed selection, tax exemptions, and drafting techniques to ensure your clients’ assets move smoothly and securely into trust ownership without costly mistakes or delays.
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
- Differentiate Common Deed Types
- Define Nominal Consideration Rules
- Draft Valid Trust Deeds
- Identify Transferor and Transferee
- Apply Execution Requirements Correctly
- Analyze Tax Implications Legally
- Navigate State Transfer Exemptions
- Avoid Probate Through Trusts
By the end of this Continuing Legal Education course, participants will earn 1.0 MCLE credit and possess a clear understanding of how to legally transfer real property into trusts. They will be equipped to draft and execute deeds properly, address tax and consideration issues, and comply with both state and federal requirements.
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