WealthCounsel, in conjunction with Trusts & Estates magazine and Informa Engage, surveyed estate planning professionals in the second quarter of 2024.
The survey addressed preferred methods of drafting trusts, the sunset of the current estate tax exemption amount, and attitudes toward emerging technologies such as generative artificial intelligence (AI). It also discussed attorneys’ job satisfaction and referral sources (incoming and outgoing). 172 survey respondents reported working for a law practice involved in trusts and estates. The analyses in the following pages are based on those 172 respondents.
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