Ethics

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What advisors need to know about NIMCRUTs

Last time, we discussed trust-planning blind spots and ways to solve complex trust matters. Here, we'll look at how a very successful and very charitable client established a...

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How an ounce of prevention may provide tons of cure

As we discussed in Part One of this article, philanthropy adds a complex dimension to affluent families' long-term wealth and tax planning, and we explored the use...

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What advisors need to understand about CRTs, CLTs and fiduciary responsibility

The creation of an estate plan is a fundamental necessity for families, especially for families of wealth. And while there are many elements that contribute to the ultimate success of the plan, the selection of the appropriate trustee is often given little...

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7 Feb 2007 | Ethics | National Publication | News story
In a Notice of Intent filed on November 28, 2006, the Office of Securities for the State of Maine in conjunction with the Maine Attorney General's office is seeking to revoke the license of a registered representative who allegedly compelled his elderly client to name...
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The Board of Directors of the American Council on Gift Annuities has issued a statement in which it joins with the National Committee on Planned Giving in reiterating both organizations' long standing opposition to the practice of charitable organizations paying sales...
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In this article, Frank Minton describes some of the current practices regarding compensation of financial services professionals and their affiliated companies, and staff members of charities, and seeks to apply the "Model Standards of Practice for the Charitable Gift...
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The Planned Giving Design Center was created on the premise that professional advisors and charitable organizations can better help clients and donors accomplish their philanthropic objectives through collegial working relationships with one another. In this edition of...
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The September 20, 1999 issue of Forbes magazine has published a series of articles under the banner of "Caveat Donor: The stockbrokers, planners and insurance salesmen who used to peddle tax shelters have a new grift: charity. Some of their donation...
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As a charitable gift planner, for whom do you really work? Donor? Charity? Yourself? In this edition of Gift Planner's Digest, attorney Douglas K. Freeman brings over twenty years of experience to the ethical issues of gift planning with "Balancing the Scales: The Gift...
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14 Jul 1999 | Ethics | National Publication | Article
In this week's Gift Planner's Digest, planned giving officer and attorney Joel Breitstein presents "Donor/Client: The Two Faces of a Prospect" which explores the practical, legal, and ethical aspects of the planned giving officer's and professional advisor's roles in...
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20 Nov 1998 | Ethics | National Publication | Article
In this week's edition of Gift Planner's Digest, Kansas City, Missouri attorney Scott Blakesley explores some of the legal and ethical issues that professional advisors and planned giving officers must consider when advising clients and donors in matters of charitable...
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