Trusts & Estates

read
Trusts & Estates

2022 Estate Planning Industry Trends Report

WealthCounsel, in conjunction with Trusts & Estates magazine and Informa Engage, surveyed over five hundred estate planning professionals at the beginning of the second quarter of 2022. The survey addressed the challenges and opportunities facing respondents and their clients, their clients’ interest in and use of nonfungible tokens (NFTs) and cryptocurrency, and the use of various strategies and clauses when drafting trusts. The survey also discussed clients’ tax exemption and gift strategies, as well as how respondents are adapting to post-pandemic work practices.

This year’s 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.


2022 Estate Planning Industry Trends Report

Related Resources

Quarterly teaser Issue No Teal Bar
read
Trusts & Estates

WealthCounsel Quarterly, Volume 19, No. 2—Spring 2025 Issue

This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.

Learn More
250403 National Small Business Month landing page eb
read
Business Law

National Small Business Month 2025 - Free Marketing Package

May is National Small Business Month, and it is the perfect time to engage with small business owners to provide valuable guidance on essential legal topics.

Learn More
250407 National Elder Law Awareness Month landing page eb 1
read
Trusts & Estates

National Elder Law Month 2025 - Free Marketing Package

May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.

Learn More

Get the Premier Magazine for Industry Thought Leaders