Trends in Trust and Estate Planning 2024

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:
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
Head of Wealth Strategy
Bank of America
Colin Korzec – Speaker
Head of Trust and Estate Settlement Services
Bank of America
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