To avoid tallying duplicate responses, register your name and e-mail address along with your response. We will keep this information confidential and will not share it with or sell it to anyone else. With your permission, however, we will email a copy of the final survey results to you.

Name:  

email:

Yes! Please email a copy of the final survey results.

1. Do you think Congress will make repeal of the federal estate tax permanent this year?
   Yes     No

2. Are you concerned about how permanent repeal of the federal estate tax would affect your practice?
   Yes     No

3. Has the most recent reform of the federal estate tax (EGTRRA 2001) adversely impacted your estate planning practice?
   Yes     No

4. If federal estate tax repeal is made permanent will you leave the practice of estate planning?
   Yes     No

5. If the federal estate tax is permanently repealed will your practice transform to include one or more of the following activities? (check all that apply)
   Estate, Trust & Probate Administration
   Elder Law
   Financial/Investment Services
   Probate Avoidance Planning
   Business/Corporate Law
   Contested Estate Litigation
   Other (list): 
   

6. Have you added any of the following activities to your estate planning practice in the past five years? (check all that apply)
   Estate, Trust & Probate Administration
   Elder Law
   Financial/Investment Services
   Probate Avoidance Planning
   Business/Corporate Law
   Contested Estate Litigation
   Other (list):
   

7. Do you see significant estate planning opportunities even if the federal estate tax is permanently repealed?
   Yes     No

8. Do you have a written plan for the growth/survival of your estate planning practice if the federal estate tax is permanently repealed?
   Yes     No

9. Have you contacted your senators or congressmen regarding the issue of estate tax repeal/reform?
   Yes     No

10. How long have you been practicing in the field of estate planning?
    <5 years
    5 to 7 years
    7 to 10 years
    10 to 15 years
    15 to 20 years
    more than 20 years

11. What is your average annual revenue from estate planning?
    <$100,000
    $100,000 to $200,000
    $200,000 to $300,000
    $300,000 to $400,000
    $400,000 to $500,000
    >$500,000

12. Please indicate the size of your firm:
    Solo practice
    Boutique with <5 attorneys
    Small firm with <15 attorneys
    Mid-size firm with >15 but <50 attorneys
    Regional firm with 50 or more attorneys
    National firm with 100 or more attorneys

13. If you are concerned about how permanent repeal of the federal estate tax would affect your practice, please explain your major concerns: 
    

14. What opportunities do you see as most significant if there are no federal wealth transfer taxes?
    

15. How will your marketing activities change if repeal of the federal estate tax is made permanent?
    

16. How has federal estate tax reform affected your estate planning practice over the past five years?
    

17. Do you favor permanent repeal of the federal estate tax?
    Yes     No
    Why or why not?
    

Survey Disabled. We have completed the survey process and are now tallying results and compiling comments.