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PROBATE & PROPERTY NOVEMBER/DECEMBER 2007 57 The Psychology of Conditional Giving What’s the Motivation? By Judy Barber Conditional giving is one way to describe the type of incentive trusts that encourage future generations to conformto the values and expectations of the senior generation. Often in a firstmeeting with an estate planner, the client will talk about the importance of family values and a wish to impose a set of standards on succeeding generations regarding the transfer of assets and...

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