What new challenges and opportunities are changing the estate planning landscape?
As tax laws evolve and client priorities shift, estate planning professionals adapt their strategies to meet changing needs. Trusts & Estates conducted extensive research with leading financial advisors and estate planning attorneys to uncover the latest trends driving client decisions and professional recommendations.
Join us: discover:
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How frequently do clients update their estate plans and what drives these changes?
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Which trust provisions are becoming more important and why is there increased interest in spendthrift clauses?
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How do professionals who address family conflict and foster next-generation relationships?
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What role does market volatility play in accelerating estate planning decisions?
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How are trust-friendly jurisdictions used and what factors influence situs selection?
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What trends are emerging in family business succession planning and why are concerns about incompetence growing?
CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied and are pending.
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