April 6, 2000
Author Dispenses Advice to Gift Planners
Family Wealth Counseling: Getting to the Heart of the
Matter
By E.G. (Jay) Link
Just as an architect would talk extensively with clients before designing their dream home, the effective planned-giving officer must spend a good amount of time with wealthy families before pitching an estate plan, writes the author.
Mr. Link runs a consulting company in Franklin, Ind., that specializes in counseling rich families.
He provides steps
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