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Business Succession Trust

What Happens to the Business?

This trust category speaks directly to founders, entrepreneurs, and business owners who realize the business is often the largest and most fragile asset in the estate.

What it is

A Business Succession Trust is a trust designed to help preserve, manage, and transition ownership or control of a business after death, incapacity, retirement, or other major life events.

Why people use them
  • create continuity
  • avoid chaos
  • preserve company stability
  • reduce family conflict
  • protect employees
  • structure long-term ownership transitions
Biggest myth

My family will figure it out.

Without clear planning, businesses often face disputes, operational paralysis, forced sales, tax issues, or breakdowns in leadership after the owner’s death or incapacity.

Who this trust is good for
  • Entrepreneurs
  • Business owners
  • Family businesses
  • Professional practices
  • Founders nearing retirement
The Deeper Idea

This trust is ultimately about continuity. Not just "Who owns the company?" but "Does the company survive?"

Conversations We’re Having About This Trust
What happens to your business if something happens to you?
The succession mistake many business owners make.
Estate planning for entrepreneurs.

Schedule a Complimentary 30-Minute Consultation

At Hurwitz.Law, we believe that thoughtful planning begins with a meaningful conversation.

We offer a private, 30-minute consultation—by phone or Zoom—for individuals and families considering estate planning, elder law, or trust administration services. This conversation allows us to understand your goals, answer your questions, and help determine whether our firm is the right fit for your needs.

Our firm is intentionally boutique. We work with a limited number of clients so that we can provide a high level of personal attention and care. If we’re not the right fit, we’ll do our best to point you in the right direction.

This consultation is not a sales pitch. It’s a conversation rooted in clarity, respect, and the belief that your time—and your legacy—deserve both.

Schedule a Consultation

Prefer to talk first? Call us at (215) 967-7890.