Credit Available - See Credits tab below.
Total Credits: 1 AL General, 1 AK General, 1 AZ General, 1 AR General, 1 CA General, 1 CO General, 1 CT General, 1 DE General, 1 FL General, 1 GA General, 1 HI General, 1 ID General, 1 IL General, 1 IN General, 1 IA General, 1 KS General, 1 KY General, 1 LA General, 1 ME General, 1 MD General, 1 MA General, 1 MI General, 1 MN General, 1 MS General, 1.2 MO General, 1 MT General, 1 NE General, 1 NV General, 1 NH General, 1.2 NJ General, 1 NM General, 1 NY General, 1 NC General, 1 ND General, 1 OH General, 1 OK General, 1 OR General, 1 PA General, 1 RI General, 1 SC General, 1 SD General, 1 TN General, 1 TX General, 1 UT General, 1 VT General, 1 VA General, 1 WA Law & Legal Procedure, 1 WV General, 1 WI General, 1 WY General
This CLE course provides a comprehensive overview of how to properly transfer real property into trusts, including the legal, practical, and tax-related considerations attorneys must understand. Led by estate planning expert Leah Del Percio, the session explores the types of deeds used in trust transfers, the implications of nominal consideration, and the varying state-specific requirements for transfer tax exemptions. Attendees will gain valuable insight into drafting deeds, identifying transferor and transferee roles, and ensuring compliance with execution and documentation requirements. Ideal for estate planners, real estate attorneys, and anyone involved in trust administration, this program equips legal professionals with the tools to avoid probate pitfalls and ensure smooth property transitions.
Learning Objectives:
1. Identify and differentiate the types of deeds commonly used in trust transfers, including warranty, quitclaim, and special warranty deeds.
2. Explain the concept of nominal consideration and its relevance in property transfers to trusts.
3. Recognize key elements and formalities required for valid deed execution.
4. Analyze federal and state-level tax implications of property transfers to revocable and irrevocable trusts.
5. Navigate state-specific rules and transfer tax exemptions for trust conveyances.
6. Apply best practices in drafting and filing deeds for intra-family and trust-based property transfers.
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: 09/01/2028
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: 09/01/2028
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: 06/30/2026
Status: Approved
Provider Number: 3333
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Approved
Provider Number: 13825
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: N/A
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: 08/04/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 02/28/2027
Status: Approved
Provider Number: 236059
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 5105
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: 08/04/2030
Status: Pending, Submitted for Accreditation
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/03/2027
Status: Approved
Provider Number: ATT0001
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2026
Status: Approved
Provider Number: 111648
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/03/2026
Status: Approved
Provider Number: 5809
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 6888
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/03/2026
Status: Approved
Provider Number: 7486
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/03/2027
Status: Approved
Provider Number: 1873
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: 08/04/2027
Status: Approved
Provider Number: 10280
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: 08/04/2027
Status: Approved
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2028
Status: Approved
Provider Number: 4760
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2027
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2028
Status: Approved
Provider Number: 50550
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2028
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: 08/21/2026
Status: Approved
Provider Number: 3332
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2030
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2028
Status: Approved
Credit Type: General
Credit Amount: 1
Course Expiration: On Demand
Expires:
Status: Pending, Submitted for Accreditation
Provider Number: 6460
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2028
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 14474
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2026
Status: Approved
Provider Number: 2839
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2027
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2027
Status: Approved
Provider Number: N/A
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Expires: 06/30/2026
Status: Approved
Provider Number: SPON00593
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: N/A
South Dakota attorneys do not have MCLE requirements.
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/04/2026
Status: Approved
Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 12507
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: 10/31/2025
Status: Approved
Credit Type:
Law & Legal Procedure
Credit Amount: 1
Course Type: On Demand
Course Expiration: 08/03/2030
Status: Approved
Provider Number: 9124293
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: Approved
| Real Property to Trusts (996.1 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.
