2025 Trends in Trust and
Estate Planning

Explore the latest estate planning trends as wealth transfers accelerate amid changing tax legislation. Our survey reveals professionals’ strategies for preserving wealth, mitigating taxes, and engaging the next generation. With philanthropy emerging as a powerful conversation starter and market volatility creating planning opportunities, this analysis provides essential insights for advisors navigating family dynamics and tax-efficient structures in today’s evolving landscape.

Access critical insights on tax planning, next-generation engagement, and philanthropy strategies to strengthen your estate planning practice and client relationships.