Skip to content

Download the Full Report for Expert Knowledge and Actionable Tips

Report

2024 Trends in Trust and Estate Planning

The Trends in Trust and Estate Planning 2024 report offers an in-depth analysis of key developments in estate planning. Topics include evolving client priorities such as mitigating taxes and preserving wealth, strategies for business succession planning, and the growing use of trusts. The report draws on insights from professionals across financial services, law, and wealth management, highlighting how advisors can anticipate changes in regulations and address clients’ shifting needs. The report also explores trustee preferences, family business solutions, and strategies for preventing estate-related family conflicts.