Click here to take the survey now!

NEW! Beginning this year, all wealth management professionals are invited to participate in this annual event. Make your “data point” count! Join hundreds of estate planning professionals in all 50 states who will participate in this year’s survey.

Participation in previous surveys had been limited to estate planning attorneys. But as industry thought leaders, we’ve adjusted our thinking! We believe strongly that estate planning is an interdisciplinary process. Capturing the insight of all members of the advisory team is essential to taking an accurate pulse of the industry. If you are an estate planning attorney, CPA, trust officer, financial planner, wealth advisor, registered representative, elder law practitioner, insurance professional, etc., you should take the survey and tell your colleagues about it!

This year’s survey features some interesting questions! Here’s a sampling of what you can expect:
  • How has the 2010 Tax Act impacted the way you practice?
  • Do you believe the majority of your clients would support a lower estate tax exemption if they thought the additional tax revenue would help to lower the budget deficit or stabilize the economy?
  • To what degree do you believe that the lack of financial literacy on the part of American consumers contributed to the purchase of adjustable rate mortgages involved in the subprime mortgage crisis?
Each participate will automatically be entered into a sweepstakes to win more than $5,000 in incentive prizes, as summarized below. Plus, as a participant, you will be emailed an advanced copy of the findings prior to public release. Key findings will be published in the January 2012 issue of Trusts & Estates magazine, with bonus distribution of reprints circulated at the 46th Annual Heckerling Institute on Estate planning in Orlando, Florida.

To access copies of survey findings from 2007, 2008, 2009 and 2010, click here.

Seven Chances to Win More than $5,000 in Incentive Prizes!

First Prize: Choice of an iPad or a $500 VISA card, plus paid tuition for two to the 2011 Planning for the Generations Symposium in Denver, CO, July 18-20, 2012 (Combined value of $2,290!) Second Prize: Three chances to win full tuition to the 2012 Planning for the Generations Symposium in Denver, CO, (valued at $895 ea.) Third Prize: Three chances to win a $100 VISA card.

Click here for contest rules.