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Charitable Gifts: Ethical Concerns For All Professions: Part 2Charitable Gifts: Ethical Concerns For All Professions: Part 2

Know your stuff, keep up-to-date and do the right thing.

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Conrad Teitell, Heather J. Rhoadesand 1 more

July 16, 2024

8 Min Read
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In Part 1 of our article, we used four “hypo-ethicals” to address key ethical rules like conflicts of interest, notarizing documents and conservation easements, among others.1 Now, we turn our attention to a few other requirements, including providing competent representation and avoiding and disclosing conflict.

Competency

Competency is a hallmark of the model rules of conduct for nearly every legal, charitable and financial profession. All the ethics rules require a minimum level of skill, knowledge and understanding in the chosen area of practice:

The American Bar Association (ABA) Model Rules of Professional Conduct states that a lawyer must provide competent representation to a client, which requires the legal knowledge, skill, thoroug...

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About the Authors

Conrad Teitell

President, Taxwise Giving

Conrad Teitell, A.B., LL.B., LL.M., 98.6. Chairman, National Charitable Planning Group, Cummings & Lockwood, Stamford Conn. For information about Conrad Teitell's publications and lectures visit taxwisegiving.com.

Heather J. Rhoades

 

Heather J. Rhoades practices in the areas of estate planning, estate settlement, trust administration and charitable planning.  She is resident in the West Hartford office where she is a Principal in the Private Clients Group.  She is a member of the firm’s charitable planning group.

Heather received her B.A. from the University of Connecticut and her J.D. from the University of Connecticut School of Law.  She now serves as a mentor for UCONN law students in their first year.

Heather is admitted to practice in Connecticut and is a member of the American, Connecticut and Hartford County Bar Associations.  She is also a member of the Executive Committee of the Estates and Probate Section of the Connecticut Bar Association and is co-chair of the continuing legal education subcommittee of this Section.  Heather is a member of the Hartford Foundation for Public Giving Professional Advisory Committee and the UCONN Foundation Planned Giving Professional Advisory Council.  In addition, Heather is a Director of the Estate and Business Planning Council of Hartford and chair of the seminar committee of the Council.

Heather is a frequent speaker on estate and tax planning issues and has authored a number of articles focusing on various estate planning subjects.

Brianna L. Marquis

Associate, Cummings & Lockwood

Brianna L. Marquis is an associate in Cummings & Lockwood's Private Clients Group and is based in the West Hartford office.