What is currently driving clients to seek estate planning guidance?

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 customers increasingly worried about taxes?
• Which age groups are most likely to seek estate planning guidance?
• When do estate planning advisors and attorneys find it beneficial to have a corporate fiduciary?
• How can estate planning help with succession issues involving family businesses?

CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Produced by

Sponsored by

Susan Lipp – Moderator
editor in chief
Trusts & Estates

Kristin Letourneau, PhD – Chair
Vice President, Research
Informa Engage

Katie Carlson – speaker
Managing Director, Head of Wealth Strategy
Bank of America

Colin Korcek – Chairman
Managing Director, Head of Trust Services and Asset Resolution
Bank of America