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Trends in Trust and Estate Planning 2024

DATE:
Wednesday
November 20, 2024

TIME:
1:00 PM ET
10:00 AM PT

DURATION:
60min

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?

Many of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you TODAY at 1 PM ET!

❌ Not available, but send me the recorded version!

EARN CE CREDIT

CFP (live event only), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been approved for (1) credit hour.

Featured Speakers

David Armstrong - Moderator

Executive Director, Content, WealthManagement.com

Informa Connect

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

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

SPONSORED BY

POWERED BY

WealthManagement.com Real Estate

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