WealthCounsel™ and Trusts & Estates Magazine Jointly Sponsor the Third Annual Industry Trends Survey
New York, Sept. 23, 2009 – WealthCounsel, LLC and the publishers of Trusts & Estates magazine today announced the launch of the 3rd Annual Industry Trends Survey. All practicing estate planning attorneys are invited to participate in the survey which is open through Nov. 2, 2009.
“The Annual Industry Trends Survey is the estate planning industry’s only source for collaborative insight on emerging trends, and we are pleased to co-sponsor this year’s survey with our partners at Trusts & Estates magazine,” said Matt McClintock, Executive Director of WealthCounsel.
The Web-based assessment was initially launched by WealthCounsel in 2007 to monitor and report on developing trends in the industry. Key findings from the 2009 survey will be published in the January 2010 issue of Trusts & Estate magazine, which will have bonus distribution at the 44th Annual Heckerling Institute on Estate Planning in Orlando, FL, January 25-29, 2010.
“By joining together in launching the 3rd Industry Trends Survey, we are able to reach a broader audience and thus capture data that is fully representative of such a diverse industry,” said Rich Santos, Group Publisher for Trusts & Estates magazine in New York. “We’re excited to be working with WealthCounsel on this initiative and we look forward to releasing the findings in a joint announcement in January 2010.
Attorneys may participate at: http://www.wealthcounsel.com/2009_industry_trends_survey.aspx
About WealthCounsel™
WealthCounsel™ is a registered trademark of WealthCounsel, LLC, a membership-based organization of nearly 2000 attorneys located in all 50 states. WealthCounsel is best known for the WealthDocx™ drafting system designed to help attorneys practice with greater confidence, efficiency, and profitability. WealthCounsel shares ownership in ElderCounsel, LLC, and
The Advisors Forum, LLC.
About Trusts & Estates Magazine (Penton Media, Inc.)
Trusts & Estates is the monthly journal for estate planning and wealth management professionals. Published since 1904, Trusts & Estates continues a long tradition of editorial excellence and credibility in the high-net-worth arena. Monthly issues focus on new tax legislation, ethics, investment strategies, financial planning, elder law, charitable giving and financial services.
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Media Contacts:
Marlene Frith, WealthCounsel, 888-659-4069, X817, marlene.frith@wealthcounsel.com
Rich Santos, Trusts & Estates, 212-204-4227, rich.santos@penton.com