Practice Professionally

An easy reference guide to keep up-to-date on the latest rules for ethical behavior.

By: The Ethics Committee of the Philadelphia Estate Planning Council*

Estate planning works best when the estate-planning “team” is coordinated to work towards the client’s goals. The team members include the representatives from various professional designations, and each of those professional governing bodies may have different rules to follow in the ethical arena. “Ethics Matrix 2017,” p. 32, represents the efforts of the Ethics Committee of the Philad

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