Credit Available - See Credits tab below.
Total Credits: 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1.2 General, 1 General, 1 General, 1 General, 1 General, 1.2 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 General, 1 Law & Legal Procedure, 1 General, 1 General, 1 General
This CLE course dives into the often-overlooked but essential practice of trust funding. Attendees will gain practical insights on how to seamlessly integrate estate administration work into their legal practice, strengthen client relationships, and avoid the common mistakes that can derail even the most carefully drafted estate plans. From understanding different trust types to mastering titling strategies and avoiding pitfalls with qualified accounts, this session equips attorneys with the tools they need to turn trust funding into a powerful practice-growth strategy — their “secret weapon.”
Learning Objectives:
1. Explain the purpose and process of trust funding, including the difference between ownership transfers and beneficiary designations.
2. Identify key trust types and describe when and how to use them effectively.
3. Recognize and avoid common mistakes in trust drafting, titling, and administration.
4. Incorporate estate administration services into their legal practice to enhance client service and drive repeat business.
5. Apply best practices for using Crummey provisions, GRATs, and “see-through” trusts in complex funding scenarios.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/30/2025
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
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.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
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.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 20536
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: SPROUT
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 01/31/2027
Status: Approved
Provider Number: 1052222
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 8722
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/14/2027
Status: Approved
Provider Number: SPR0001
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/06/2026
Status: Approved
Provider Number: 111648
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2026
Status: Approved
Provider Number: 7925
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Approved
Provider Number: 9640
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/14/2026
Status: Approved
Provider Number: 4354
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/05/2026
Status: Approved
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
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 0012487
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 150036
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
Status: Approved
Provider Number: 5420
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2028
Status: Approved
Provider Number: 55391
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
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.
Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 06/11/2026
Status: Approved
Provider Number: 3332
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2030
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
Status: Approved
Credit Type: General
Credit Amount: 1
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number: 9370
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2028
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 19607
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 4528
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/15/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 12497
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Expires: 06/20/2026
Status: Approved
Provider Number: 00959
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: SPROU
South Dakota attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/14/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: A17672
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Not Approved
Credit Type:
Law & Legal Procedure
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/14/2030
Status: Approved
Provider Number: 9903940
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Not Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
| Trusts Secret Weapon (780.4 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.
