Article On Ethical Considerations For Estate Planning Attorneys Serving On Charitable Boards

Richard C. Mills recently published an article entitled, Doing Good, While Doing Right by Your Client: A Guide to Ethical Considerations for Estate Planning Attorneys Serving on Charitable Boards, Probate & Property Magazine: Volume 29 No. 6 (2015). Provided below is an abstract of the article:

Many estate planning attorneys find serving on charitable boards to be one of the more gratifying aspects of their practices. Charitable organizations typically are eager to have attorneys on their boards. As a director or trustee, an attorney is often looked to, not only for her expertise, but also as a valuable connection to potential donors and other grant makers in the community. Because many small charities have little experience with planned giving vehicles beyond simple bequests, it is not uncommon for estate planning attorneys serving on charitable boards to assist small charities in developing a planned giving strategy.