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On Demand

A Framework for Efficient Estate and Trust Administration


Credit Available - See Credits tab below.

Categories:
Estate Planning
Faculty:
Leah Del Percio
Program Credits:
1-1.2
Credit Type:
General
Program Type:
On Demand


Description

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.

Credits


Alabama

AL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Alaska

AK General

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.  


Arizona

AZ General

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.


Arkansas

AR General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 


California

CA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/09/2026
Status: Approved
Provider Number:


Colorado

CO General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: 


Connecticut

CT General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved


Florida

FL General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 


Georgia

GA General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 


Hawaii

HI General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved


Idaho

ID General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2029
Status: Approved


Illinois

IL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/11/2027
Status: Approved
Provider Number:


Iowa

IA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/11/2026
Status: Approved


Maine

ME General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/09/2026
Status: Approved
Provider Number: 


Maryland

MD General

Maryland attorneys do not have MCLE requirements.


Massachusetts

MA General

Massachusetts attorneys do not have MCLE requirements.


Michigan

MI General

Michigan attorneys do not have MCLE requirements.


Minnesota

MN General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Provider Number:


Missouri

MO General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Provider Number:


Montana

MT General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved
Provider Number:


Nebraska

NE General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved


Nevada

NV General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: 


New Hampshire

NH General

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.


New Jersey

NJ General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 05/16/2026
Status: Approved
Provider Number: 


New Mexico

NM General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2029
Status: Approved


New York

NY General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved


North Carolina

NC General

Credit Type: General
Credit Amount: 1.0
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number: 


North Dakota

ND General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved


Ohio

OH General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 


Oklahoma

OK General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Provider Number: 2839


Oregon

OR General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved


Pennsylvania

PA General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/10/2026
Status: Approved
Provider Number: 


Rhode Island

RI General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Expires: 06/30/2026
Status: Approved
Provider Number: 


South Carolina

SC General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number:


South Dakota

SD General

South Dakota attorneys do not have MCLE requirements.


Utah

UT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Virginia

VA General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration:
Status: Not Approved


Washington

WA Law & Legal Procedure

Credit Type: Law & Legal Procedure
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/09/2029
Status: Approved
Provider Number:


West Virginia

WV General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 06/10/2027
Status: Approved


Wisconsin

WI General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved



Materials

Faculty

Leah Del Percio's Profile

Leah Del Percio Related Seminars and Products

President, CEO and Co-Founder

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. 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.