Wealth Management is part of the Informa Connect Division of Informa PLC
This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
Jan 26, 2022
Earlier this year, WealthCounsel teamed up with Trusts & Estates on a survey designed to explore the current state and future direction of estate planning. Listen in as Jenni Davenport, VP of Software Solutions and Editor in Chief at WealthCounsel, shares highlights and surprising findings from the research. Among other things, you’ll discover the changes estate planning professionals made to their practice as a result of COVID-19 that will stick and where most problems arise during trust administration.
To view the WealthCounsel and Trust & Estates Magazine research results visit: wealthcounsel.com/industry-trends-te
More information about text formats
Follow us:
About Author
