Trusts & Estates

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Trusts & Estates

2012 Annual Industry Trends Survey

Results from the 6th Annual Industry Trends Survey drew nearly 1,500 respondents comprised primarily of practicing attorneys (61%) and financial planners (27%). Remaining respondents included bank trust officers, CPAs, and insurance professionals. Highlights include: use of the gift tax exemption, impact of real estate values, client demographics and motivation, business growth, and technology platforms and software application usage.

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