Introduction
Ethical questions arise during many estate plans. Sometimes, these are ethical issues that you and/or your family may have to grapple with. Sometimes, the ethical issues that arise are ones that you create for your professional advisers. While the adviser has to determine how they will address those issues, their decision may affect what you ultimately may have to do (e.g., change plans or get a new adviser, perhaps). In some cases, creative planning approaches might provide a means to resolve or avoid the ethical or personal challenge that arose. Those cases, in particular, might be instructive to consider.
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