Trends in Trust and Estate Planning 2024

What is currently driving clients to seek guidance about estate planning?

To find out, Trusts & Estates recently conducted an in-depth survey of the financial advisor and estate-planning attorney communities. This webinar will present the findings of that research and discuss what clients are concerned about now and what financial advisors and estate-planning attorneys are doing — and should be doing — to meet their clients’ needs. Specifically, the webinar will cover:

• Why has interest in estate planning grown over the past year?
• Why are clients increasingly worried about taxes?
• Which age groups are most likely to seek estate-planning guidance?
• When do advisors and estate-planning attorneys think it’s useful to have a corporate fiduciary?
• How can estate planning help in succession issues involving family businesses?

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Produced by

Sponsored by

Susan Lipp – Moderator

Editor in Chief

Trusts & Estates

Kristin Letourneau, PhD – Speaker

Vice President, Research

Informa Engage

Katie Carlson – Speaker

Head of Wealth Strategy

Bank of America

Colin Korzec – Speaker

Head of Trust and Estate Settlement Services

Bank of America