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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...

The nationwide survey's detailed findings include opinions on the estate tax, business growth in 2010, client motivation and generating new business, practice profiles, and key challenges facing attorneys. Learn more...

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...

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...

This has been a dynamic year for estate planners, and the 7th Annual Industry Trends Survey illustrates the areas with challenges for this vital industry. The survey addresses changes from...