What is currently driving clients to seek guidance about estate planning?
To find out, Trusts & Estates recently conducted an in-depth survey of the financial advisor and estate-planning attorney communities. This webinar will present the findings of that research and discuss what clients are concerned about now and what financial advisors and estate-planning attorneys are doing — and should be doing — to meet their clients’ needs. Specifically, the webinar will cover:
- Why has interest in estate planning grown over the past year?
- Why are clients increasingly worried about taxes?
- Which age groups are most likely to seek estate-planning guidance?
- When do advisors and estate-planning attorneys think it’s useful to have a corporate fiduciary?
- How can estate planning help in succession issues involving family businesses?
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by
Sponsored by
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
Kristin Letourneau, PhD – Speaker
Vice President, Research
Informa Engage
Katie Carlson – Speaker
Managing Director, Head of Wealth Strategy
Bank of America
Colin Korcek – Speaker
Managing Director, Head of Trust and Estate Settlement Services
Bank of America