Charitable Giving and Ethics for Professional Advisers

Hosted by the Delaware County Estate Planning Council

Suzanne Friday, Senior Counsel and Vice President of Legal Affairs at the Council on Foundations, will discuss several common ethical dilemmas that professional advisers face when counseling clients, particularly when it comes to charitable giving. Suzanne will guide the audience through analysis of each and discuss how the Pennsylvania Rules of Professional Conduct apply in these situations.

Sponsor: Phil Zimmerman, CFP of Merrill Lynch

*CLE credits offered