Credit Available - See Credits tab below.
Total Credits: 1 AL General, 1.0 AK General, 1.0 AZ General, 1 AR General, 1 CA General, 1.0 CO General, 1.0 CT General, 1.0 FL General, 1.0 GA General, 1.0 HI General, 1.0 ID General, 1 IL General, 1 IA General, 1.0 ME General, 1.0 MD General, 1.0 MA General, 1.0 MI General, 1.0 MN General, 1.2 MO General, 1.0 MT General, 1.0 NE General, 1.0 NV General, 1.0 NH General, 1.2 NJ General, 1.0 NM General, 1 NY General, 1.0 NC General, 1.0 ND General, 1 OH General, 1.0 OR General, 1.0 PA General, 1 RI General, 1 SC General, 1.0 SD General, 1 UT General, 1.0 VA General, 1.0 WA Law & Legal Procedure, 1.2 WV General, 1.0 WI General
This course equips legal professionals with the tools and strategies needed to navigate the intricacies of estate and trust administration efficiently and effectively. Over the course of this program, participants will delve into the six phases of estate administration, from initial estate opening to final distributions, while addressing common delays and legal hurdles along the way. Attendees will gain a deep understanding of key concepts such as asset and liability discovery, tax obligations, and preliminary distributions. Moreover, they will learn how to manage communication effectively with clients, beneficiaries, and third parties, ensuring a smooth and streamlined administration process.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
CLE programs which take place outside of Alaska or are webcast from outside of Alaska are not required to be accredited by the Alaska Bar Association. Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/09/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2029
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/11/2027
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/11/2026
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/09/2026
Status: Approved
Provider Number:
Maryland attorneys do not have MCLE requirements.
Massachusetts attorneys do not have MCLE requirements.
Michigan attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may quality for 60 minutes toward the annual NHMCLE requirement. New Hampshire attendees must self-determine whether a program is eligible for credit, and self-report their attendance.
Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 05/16/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2029
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Expires: 06/30/2026
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number:
South Dakota attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration:
Status: Not Approved
Credit Type:
Law & Legal Procedure
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/09/2029
Status: Approved
Provider Number:
Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
| A Framework for Efficient Estate and Trust Administration (2.3 MB) | Available after Purchase | ||
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. With a background in the JPMorgan Private Bank, Leah holds a B.A. from the University of Miami, a J.D. from Benjamin Cardozo School of Law, and an LL.M. in taxation from Georgetown University Law Center. Committed to community service, she provides pro-bono counsel for organizations like the Boys and Girls Club, advocating for equality and civil rights.
