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This page contains a single entry by Associate Editor published on January 13, 2011 1:11 AM.

Donald H. Kelley: 2011 Tax Law Changes: Revisions required for Estate Tax calculation programs was the previous entry in this blog.

Donald P. DiCarlo, Jr.: What Estate Planners Need To Know About The Step Transaction Doctrine is the next entry in this blog.

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WealthCounsel and Trusts & Estates Magazine Release Findings from the Fourth Annual Industry Trends Survey

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WealthCounsel and Trusts & Estates Magazine issued a press release announcing the release of their Fourth Annual Industry Trends Survey.  They released a summary of their findings which provides an optimistic outlook for the wealth planning industry.


Posted by Shahzeb Gaziani, Senior Associate Editor, Wealth Strategies Journal.

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