0817-bell

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

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish