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On Demand

The Best Laid Estate Plans Often Go Awry


Credit Available - See Credits tab below.

Categories:
Trusts and Estates
Faculty:
Leah Del Percio
Program Credits:
1-1.2
Credit Type:
General
Program Type:
On Demand


Description

This Continuing Legal Education (CLE) course is designed to help estate planning attorneys improve their communication skills and avoid common pitfalls in drafting estate plans. Attendees will learn how to effectively convey complex legal concepts to clients, ensure the accuracy and comprehensiveness of their documents, and handle estate administration with confidence. This session emphasizes the importance of careful drafting, the use of modern resources, and the dual role of an attorney in both planning and administration.

Learning Objectives:

  1. Recognize the critical importance of meticulous drafting in estate planning.
  2. Understand the risks and responsibilities associated with drafting estate documents.
  3. Apply modern resources and tools to enhance the estate planning process.
  4. Navigate the complexities of estate administration to become more effective estate planners.
  5. Identify common mistakes in estate planning and learn how to avoid them.

Credits


Alabama

General

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


Alaska

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2027
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

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2027
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

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 07/01/2025
Status: Approved
Provider Number: 3333


California

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: 20536


Colorado

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: SPROUT


Connecticut

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2027
Status: Approved


Delaware

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Florida

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 02/28/2026
Status: Approved
Provider Number: 1052222


Georgia

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 8722


Hawaii

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Idaho

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/11/2025
Status: Approved


Illinois

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/11/2026
Status: Approved
Provider Number: SPR0001


Indiana

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved
Provider Number: 111648


Iowa

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Kansas

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved
Provider Number: 7925


Kentucky

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2025
Status: Approved
Provider Number: 9640


Louisiana

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/11/2025
Status: Approved
Provider Number: 4354


Maine

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 2593


Maryland

General

Maryland attorneys do not have MCLE requirements.


Massachusetts

General

Massachusetts attorneys do not have MCLE requirements.


Michigan

General

Michigan attorneys do not have MCLE requirements.


Minnesota

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved
Provider Number: 0012487


Mississippi

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Missouri

General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 08/12/2027
Status: Approved
Provider Number: 150036


Montana

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2027
Status: Approved
Provider Number: 5420


Nebraska

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/11/2026
Status: Approved


Nevada

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: 55391


New Hampshire

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2027
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

General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 08/12/2027
Status: Approved
Provider Number: 3332


New Mexico

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


New York

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/15/2025
Status: Approved


North Carolina

General

Credit Type: General
Credit Amount: 1
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number: 9370


North Dakota

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/15/2027
Status: Approved


Ohio

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 19607


Oklahoma

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved
Provider Number: 4528


Oregon

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Pennsylvania

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 12497


Rhode Island

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Expires: 06/30/2025
Status: Approved
Provider Number: 00959


South Carolina

General

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


South Dakota

General

South Dakota attorneys do not have MCLE requirements.


Tennessee

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/11/2025
Status: Approved


Texas

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved
Provider Number: A17672


Utah

General

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


Vermont

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Virginia

General

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


Washington

Law & Legal Procedure

Credit Type: Law & Legal Procedure
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/11/2029
Status: Approved
Provider Number: 9903940


West Virginia

General

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


Wisconsin

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/12/2025
Status: Approved


Wyoming

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 05/31/2025
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.