Leading the Elephant Out of the Living Room: Addressing Family Addiction in the Gift Planning Process

Authors: Berkman, Susan; Bandelloni, Donna M.

Source: Journal of Gift Planning, Volume 8, Number 4, December 2004 , pp. 17-49(33)

Publisher: National Committee on Planned Giving

Purchase options

The full text electronic article is available for purchase. You will be able to download the full text electronic article after payment.

$20.00 plus tax Refund Policy

More about this publication?

NCPG publishes The Journal of Gift Planning to document and promote the philosophy and ethical practice of charitable gift planning. Each issue of the Journal contains three feature articles on topics that range from basic to technical, and a variety of shorter items that keep readers up to date on news and opinion affecting charitable gift planning.
Editorial Board
Information for Authors
Submit a Paper
Membership Information
Information for Advertisers
Terms & Conditions
Conference homepage
Planned Giving Design Center

More like this?

In this: publication
By this: publisher
In this Subject: Law , Social & Public Welfare
By this author: Berkman, Susan ; Bandelloni, Donna M.

Content Key:

- Free

- New

- Open Access

- Subscribed

- Free Trial

Abstract:

Over the years, financial advisors and gift planners have become increasingly sensitive to the need to address the "soft side" of gift planning-family values, family unity and family communication. Despite the growing awareness that family unity is critical to the estate planning process, only a few authors have identified substance abuse as a problem that affects wealthy families. This article identifies indicators of family problems stemming from substance abuse that could derail a planned gift and offers suggestions about ways advisors can exhibit leadership that may help the whole family beyond just creating documents or closing a gift.

Document Type: Research article