The Maryland Bar Association Committee on Ethics has released an opinion concluding an attorney who chairs a church's legacy committee and prepares wills on a pro bono basis for parishioners who bequeath property to the church would violate State professional conduct rules regarding conflicts of interest.  MORE »

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Do we get so bogged down in the technical aspects and tax benefits of planned giving that we forget why people give in the first place? In this edition of Gift Planner's Digest, University of Denver's Scott Lumpkin reminds us that truly successful gift planners place the horse ahead of the cart.  MORE »