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On Demand

Drafting Tips for High Net Worth Estate Clients


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

High-net-worth (HNW) estate planning requires a deep understanding of trust structures, tax strategies, and long-term asset protection. This CLE program, led by estate planning expert Leah Del Percio, provides essential drafting techniques to ensure flexibility, minimize tax burdens, and maintain accountability in trust administration. Attendees will learn how to craft estate plans that withstand legal, financial, and familial complexities over time.

Learning Objectives:

  1. Understand the Importance of Flexibility – Identify why broad flexibility is critical in dynasty and HNW trust planning.
  2. Draft Effective Trust Provisions – Implement drafting techniques that allow for asset diversification, tax shifting, and strategic wealth transfers.
  3. Navigate Tax Planning for HNW Clients – Differentiate between estate tax exemptions, exclusions, and the impact of tax basis on estate administration.
  4. Implement Trustee Accountability Mechanisms – Use trust protectors, investment committees, and other tools to balance power and oversight.
  5. Correct & Improve Existing Trusts – Explore options such as decanting, trust mergers, and non-judicial settlement agreements (NJSAs) to fix problematic trusts.

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
Course Type: On Demand
Course Expiration: 03/15/2028
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
Course Type: On Demand
Course Expiration: 03/15/2028
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.


California

CA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/14/2027
Status: Approved
Provider Number:


Colorado

CO General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: 


Connecticut

CT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2028
Status: Approved


Delaware

DE General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved


Florida

FL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 09/30/2026
Status: Approved
Provider Number: 


Georgia

GA General

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


Hawaii

HI General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2028
Status: Approved


Idaho

ID General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2030
Status: Approved


Illinois

IL General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/14/2027
Status: Approved
Provider Number:


Indiana

IN General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved
Provider Number: 


Iowa

IA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved


Kansas

KS General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved
Provider Number: 


Louisiana

LA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/14/2026
Status: Approved
Provider Number: 


Maine

ME General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/14/2027
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
Course Type: On Demand
Course Expiration: 03/15/2027
Status: Approved
Provider Number:


Mississippi

MS General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved


Missouri

MO General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 03/15/2028
Status: Approved
Provider Number:


Montana

MT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2028
Status: Approved
Provider Number:


Nebraska

NE General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/17/2027
Status: Approved


Nevada

NV General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2028
Status: Approved
Provider Number: 


New Hampshire

NH General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2028
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: 02/11/2026
Status: Approved
Provider Number: 


New Mexico

NM General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2030
Status: Approved


New York

NY General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2028
Status: Approved


North Carolina

NC General

Credit Type: General
Credit Amount: 1
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number: 


North Dakota

ND General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2028
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: 03/15/2026
Status: Approved
Provider Number: 


Oregon

OR General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved


Pennsylvania

PA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2027
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.


Tennessee

TN General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/14/2026
Status: Approved


Texas

TX General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
Status: Approved
Provider Number:


Utah

UT General

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


Vermont

VT General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Approved


Virginia

VA General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 10/31/2025
Status: Approved


Washington

WA Law & Legal Procedure

Credit Type: Law & Legal Procedure
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/14/2030
Status: Approved
Provider Number:


West Virginia

WV General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration:
Status: Approved


Wisconsin

WI General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Not Approved


Wyoming

WY General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 03/15/2026
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.