Trustate CLE Courses
- Free single-use CLE credit w/ code: TRYTRUSTATE
- All courses accredited in all 50 states*
- CLE credits & attendance reported for you*
New courses added monthly
Choose an option below to claim your free CLE credit with code TRYTRUSTATE:
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Trusts and Estates
Credits: 1.0 General
Transform trust funding from an afterthought into a strategic advantage by learning how to integrate funding into your practice and strengthen client relationships.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Estate Planning
Credits: 1.0 General
Taxes play a pivotal role in estate planning and administration. to navigate federal tax issues and make informed decisions that protect clients, beneficiaries, and fiduciaries.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Estate Planning
Credits: 1.0 General
Learn about deed selection, tax exemptions, and drafting techniques to ensure your clients’ assets move smoothly and securely into trust ownership without costly mistakes or delays.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Ethics | Estate Planning
Credits: 1.0 Ethics | General
Leah Del Percio guides attorneys through the intricate ethical dilemmas in estate administration and planning, where family dynamics and conflicting interests often collide.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Trusts | Estate Planning
Credits: 1.0 General
Learn to convey complex concepts clearly, ensure document accuracy, and confidently handle estate administration. Enhance your practice with modern tools and meticulous drafting techniques.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Trusts | Estate Planning
Credits: 1.0 General
Explore the complexities of estate and trust administration, empowering you with tools to navigate from initial openings to final distributions, streamlining processes and enhancing client satisfaction
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Trusts | Estate Planning
Credits: 1.0 General
Master clear, client-friendly communication in Leah’s targeted training on estate planning dialogue. Enhance your client interactions and provide superior representation with effective communication strategies.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Estate Planning
Credits: 1.0 General
Dive into the complexities of estate planning for unconventional assets, from cryptocurrency and NFTs to luxury collections and mineral rights. Learn to navigate valuation challenges, IRS compliance, and tax implications.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Estate Planning
Credits: 1.0 General
Learn to navigate the six phases of estate administration, collaborate with executors, manage family dynamics, and minimize risks while adding value to estate planning services and expanding your practice’s offerings.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Estate Planning
Credits: 1.0 General
Avoid the landmines that can turn estate administration into a liability nightmare. how to manage fiduciary risks, prevent disputes, and guide clients through high-stakes decisions with confidence.
Presenter: Leah Del Percio
Course Type: On-Demand
Categories: Estate Planning
Credits: 1.0 General
Learn essential strategies for drafting precise, effective documents that address unique needs, minimize risk, and ensure long-term security for clients.
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