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2009 Annual Industry Trends Survey
Referrals, Wealth Docx, Time Management, Continuing Legal Education (CLE), Attracting Clients,
The 2009 Industry Trends Survey provided unique insight into the challenges facing today's estate planning attorneys – including the impact of the recent economic downturn on their practices. The report...
2012 Annual Industry Trends Survey
Gift Tax, Referrals, Client Communications, Technology, Marketing Planning,
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...