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May 2016

Ray Prather presented on ethical warnings for attorneys working with charitable gifts entitled “Traditional Revolution: One if by Land, Two if by Sea” for the American Bar Association Section of Real Property, Trust and Estate Law Spring Symposia.

This panel focused on gifts and bequests to nonprofit entities including charitable organizations and foundations, legal and ethical issues that may arise when a lawyer with a fiduciary or close relationship with a charity considers representing of a potential donor. Authorities and sources discussed included: ABA Model Rules and Commentary, ACTEC Commentaries, various states’ ethics rules and case law (in particular, Illinois, New York, and Ohio).