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ACKNOWLEDGMENTS

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As authors, we would like to acknowledge the colleagues, clients, friends, and family members with whom we have discussed the challenges and the opportunities inherent in family trusts. Thank you all. In particular, we would like to thank the following colleagues who took the time to read this book in manuscript and offer their comments: Patricia Angus, Tim Belber, Tim Brown, Paul Cameron, Greg Curtis, Mary Duke, John Duncan, Bryan Dunn, Rick Fogg, George Harris, Barbara Hauser, Steven Hoch, Holly Isdale, Dennis Jaffe, Don Kozuscko, Isabel Miranda, Miles Padgett, Ellen Perry, Scott Peppet, Christian Stewart, John A. Warnick, and Scott Winget. Bill Messinger earned our gratitude for his contribution to the interview on trusts and addiction in Chapter 15 and the model language regarding addiction found in Appendix 2. Similar thanks go to Rick Fogg for the sample legacy letter found in Appendix 1. We are grateful to Vanderbilt University's Owen Graduate School of Management for giving us the opportunity to share early versions of some of the content and exercises found in this book with a tremendous group of students in June 2015. Our deep thanks and appreciation go to the Haynes Family Foundation, the Hemera Foundation, the FRED Fund, and other individual donors who have supported our research and writing. Any insights found herein are the shared bounty of our friends; any infelicities are our own.

Our writing has also benefited from our reading of many fine works related to trusts, family wealth, and positive psychology. Those that we quote from or reference directly in this book are noted at the end of each chapter. For readers who would like to delve deeper into these topics, rather than providing a static bibliography here in Family Trusts, we have created a regularly updated bibliography online. To access this bibliography, please visit www.wisecounselresearch.org.

Family Trusts

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