Trusts & Estates

read
Trusts & Estates

A Unique Opportunity Exists in 2010 and 2011 to Begin Your Customized Maintenance Program … Don’t Miss It!

The “sunset” of EGTRRA in 2011 presents many challenges as well as opportunities for the estate planning attorney. In 2010, the suspension of both the estate tax and the carry over basis rules will require many attorneys to review and amend client plans. Two unique opportunities will present themselves over the second half of 2010 and first half of 2011 that will open a third opportunity that can transform the manner in which estate planning is done and dramatically increase the value of an estate planning practice.

To learn more about these opportunities and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Industry Trends2022 Thumbnail
read
Trusts & Estates

2022 Estate Planning Industry Trends Report

The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.

Learn More
EPAW 2023 No CTA
read
Trusts & Estates

2023 Estate Planning Awareness Week - Free Marketing Package

Get free access to an “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
EPAW No CTA
read
Trusts & Estates

2022 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering free access to an “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

Get the Premier Magazine for Industry Thought Leaders