Legacy Trends

 
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Legacy Trends

   
Legacy Trends
 
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As part of our continuing effort to provide valuable information pertaining to trust and wealth transfer, Northern Trust annually conducts a survey of your peers on the subject of fiduciary planning trends. We have compiled the results — along with insights from Northern Trust fiduciary leadership — to create Legacy Trends.

Legacy Trends 2007
Our 2007 survey of leading trust and estate attorneys highlights how the profession is evolving in response to three principal trends: the aging of the Baby Boomer generation, the increasing complexity of today’s wealth and uncertainty surrounding the tax code.
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Legacy Trends 2006
Legacy Trends 2006 yielded a number of interesting findings and confirmed several well-known trends. For example, the survey affirmed the increasing use of revocable living trusts and identified the uncertainty over the estate tax laws as the most often voiced client concern. Click below to review and print the complete survey results.
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