Credit Available - See Credits tab below.
Total Credits: 1 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Advanced Ethics, 1.0 Ethics, 1 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Professional Responsibility - Legal Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.2 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.2 Ethics, 1.0 Ethics, 1 Ethics, 1.0 Ethics, 1.0 Ethics, 1 Attorney Professional Conduct, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1 Ethics, 1.0 Ethics, 1.0 Dual (Ethics), 1.0 Ethics, 1 Ethics, 1.0 Ethics, 1 General, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics, 1.0 Ethics
This Continuing Legal Education (CLE) course delves into the ethical challenges and conflicts attorneys may face in estate administration and planning. With estate and trust matters often involving multiple family members and potentially conflicting interests, legal professionals must navigate ethical dilemmas surrounding confidentiality, conflicts of interest, fiduciary duties, and the representation of multiple parties. Participants will explore common ethical pitfalls, strategies for conflict avoidance and resolution, and the importance of clear engagement letters in managing client expectations. Through case studies and practical examples, attendees will gain insights into ethical best practices in estate and trust administration.
Learning Objectives:
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/30/2025
Status: Approved
Provider Number: 3333
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/20/2026
Status: Approved
Provider Number: 20536
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: SPROUT
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Advanced Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 05/31/2026
Status: Approved
Provider Number: 1052222
Credit Type: Ethics
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 8722
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2029
Status: Approved
Credit Type: Professional Responsibility - Legal Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/20/2026
Status: Approved
Provider Number: SPR0001
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Provider Number: 111648
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Provider Number: 7925
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/30/2025
Status: Approved
Provider Number: 9640
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Provider Number: 4354
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/20/2026
Status: Approved
Provider Number: 2593
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration:
Status: Approved
Provider Number: 0012487
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Provider Number: 150036
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/21/2027
Status: Approved
Provider Number: 5420
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2026
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: 55391
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.2
Course Type: On Demand
Expires: 11/07/2025
Status: Approved
Provider Number: 3332
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 02/28/2026
Status: Approved
Provider Number: 9370
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2027
Status: Approved
Credit Type: Attorney Professional Conduct
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 19607
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/01/2025
Status: Approved
Provider Number: 4528
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 10/29/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 10/15/2026
Status: Approved
Provider Number: 12497
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/30/2025
Status: Approved
Provider Number: 00959
Credit Type: Ethics
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: SPROU
Credit Type: Dual (Ethics)
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 10/31/2025
Status: Approved
Provider Number: A17672
Credit Type: Ethics
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 10/31/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/20/2029
Status: Approved
Provider Number: 9903940
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
Credit Type: Ethics
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 11/21/2025
Status: Approved
| Ethical Conflicts in Estate Administration (698.2 KB) | 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.
