Question: About a year ago Ashley was dealing with a client, Bob Hernandez, who was trying to minimize estate taxes. Ashley was not clear on all

About a year ago Ashley was dealing with a client, Bob Hernandez, who was trying to minimize estate taxes. Ashley was not clear on all of the estate laws relevant to Mr

.

Hernandez

s situation, so she called an attorney friend who deals primarily with criminal cases to help resolve a few of Bob

s questions. Did Ashley violate rules related to planning competence within CFP Board

Code of Ethics and Standards of Conduct?

Group of answer choices

No; she called a qualified person for help.

Yes; she should not be dealing with estate planning issues at all as a CFP

professional.

Yes; she should have contacted a qualified estate attorney.

No; she acted in the best interest of her client.

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