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Trusts & Estates

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Trusts & Estates

2011 Annual Industry Trends Survey

This year’s survey had a broader focus, inviting participation from all professionals involved in estate planning and wealth management. More importantly, the survey probed into the mindset of clients as seen through the eyes of their professional advisors. Highlights include: the 2010 Tax Act, the ripple effect of declining real estate markets, client generation tactics, and social media usage.

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