Credit Available - See Credits tab below.
Total Credits: 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.2 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.2 General, 1.0 General, 1 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1.0 General, 1 General, 1.0 Law & Legal Procedure, 1.2 General, 1.0 General, 1.0 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.
By the end of the course, attendees will possess the confidence and skills to provide the highest level of service to fiduciary clients, including executors, administrators, personal representatives, and trustees. By mastering the techniques outlined in this program, participants will be better equipped to handle estate and trust administration with speed, accuracy, and care, ultimately minimizing errors and maximizing client satisfaction.
Learning Objectives:
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
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: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
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: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 3333
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 20536
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: SPROUT
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 1052222
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 8722
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: SPR0001
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 111648
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 7925
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 9640
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 4354
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 2593
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: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 0012487
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 150036
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 5420
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 55391
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
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: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 3332
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Expiration: Live Webcast Rebroadcast
Expires: 05/30/2025
Status: Approved
Provider Number: 9370
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 19607
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 4528
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 12497
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Expires: 05/30/2025
Status: Pending, Submitted for Accreditation
Provider Number: 00959
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: SPROU
South Dakota attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: A17672
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration:
Status: Not Approved
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: Live Webcast Rebroadcast
Course Expiration:
Status: Not Approved
Credit Type:
Law & Legal Procedure
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Approved
Provider Number: 9903940
Credit Type: General
Credit Amount: 1.2
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.0
Course Type: Live Webcast Rebroadcast
Course Expiration: 05/30/2025
Status: Pending, Submitted for Accreditation
| 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.
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Fri, May 30, 2025 - 01:00pm to 02:00pm EDT
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