Trusts & Estates

read
Trusts & Estates

2024 Estate Planning Industry Trends Report

Discover the Latest Estate Planning Trends

Are you curious about the latest trends in estate planning? WealthCounsel, in partnership with Trusts & Estates magazine and Informa Engage, surveyed estate planning professionals to discover what is hot and what is not in the industry

What To Expect

This year's Industry Trends survey delves into a variety of exciting topics, including the following:

  • Estate tax exemption. Gain insights about how many clients will have concerns if the current estate tax exemption amount sunsets in 2025.
  • Corporate Transparency Act. Learn how other attorneys expect their clients to meet reporting requirements.
  • Generative artificial intelligence. Explore attitudes towards cutting-edge technologies and their impact on estate planning.

Stay Informed, Stay Ahead

Don’t miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page and be well-prepared for current opportunities and challenges.



Complete the Form to Access the Full Report

Related Resources

Quarterly24 V18 4 teaser Issue4 Trust Estates
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset

Learn More
EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More
Quarterly24 V18 3 teaser Issue3 1000x395
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations

This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.

Learn More

Get the Premier Magazine for Industry Thought Leaders