Trusts & Estates

read
Trusts & Estates

2024 Estate Planning Industry Trends Report

Discover the Latest Estate Planning Trends

Are you curious about the latest trends in estate planning? WealthCounsel, in partnership with Trusts & Estates magazine and Informa Engage, surveyed estate planning professionals to discover what is hot and what is not in the industry

What To Expect

This year's Industry Trends survey delves into a variety of exciting topics, including the following:

  • Estate tax exemption. Gain insights about how many clients will have concerns if the current estate tax exemption amount sunsets in 2025.
  • Corporate Transparency Act. Learn how other attorneys expect their clients to meet reporting requirements.
  • Generative artificial intelligence. Explore attitudes towards cutting-edge technologies and their impact on estate planning.

Stay Informed, Stay Ahead

Don’t miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page and be well-prepared for current opportunities and challenges.



Complete the Form to Access the Full Report

Related Resources

260622 AI Use Guide Download Thumbnail 500x300 HW
read
Trusts & Estates

Generative AI Use Guide for Attorneys

Download this guide for practical prompt examples and use cases designed to help attorneys better understand how generative AI can support firm communications, marketing content, client-facing materials, daily organization, and firm operations.

Learn More
260420 Quarterly teaser V20 Issue2
read
Trusts & Estates

WealthCounsel Quarterly, Volume 20, No. 2—Spring 2026 Issue

This spring issue covers marital property systems, retirement asset planning with standalone trusts, and parental protection trusts for care and financial benefits.

Learn More
260409 Elder Law Campaign2026
read
Trusts & Estates

National Elder Law Month 2026 - 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