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Ethics in Charitable Planning

Author: Conrad Teitell .; Jerry J. McCoy.

Source: Volume 12, Number 01, November/December 2012 , pp.1-5(5)

Abstract:

An updated version of this article is now available in Family Foundation Advisor Volume 20, Number 4. See https://www.civicresearchinstitute.com/online/article_abstract.php?pid=8&aid=10000&iid=1601.

Keywords: ABA Model Rules of Professional; AICPA Code of Conduct; conflict of interest; duty of confidentiality; U.S. Treasury Circular 230

Affiliations: 1: Cummings and Lockwood; 2: FFA Editor.