Marital Trust

Protecting the Surviving Spouse

This category introduces the idea that estate planning is often about balancing love, protection, taxes, remarriage concerns, children, and long-term family dynamics. This trust sits emotionally between partnership and protection.

What it is

A Marital Trust is a trust created for the benefit of a surviving spouse. It is often used to provide income and support, preserve assets, reduce estate taxes, and maintain long-term control over how assets eventually pass to children or other beneficiaries.

Why people use them

care for a spouse
preserve family assets
reduce estate tax exposure
plan around second marriages or blended families

Biggest myth

“Everything automatically works itself out between spouses.”

Families are complicated. Children from prior relationships, remarriage, business ownership, and long-term care concerns can all create unexpected tension without planning.

Who this trust is good for

Second marriages
Blended families
Tax-aware planners
Families focused on asset preservation
Family businesses planning continuity

The Deeper Idea

Sometimes estate planning is about balancing two truths at once: caring for a spouse, while protecting the long-term family legacy.

Conversations We’re Having About This Trust

“Second marriages and estate planning.”

“Can you protect both your spouse and your children?”

“The trust designed for complicated families.”

Revocable Living Trust

The Modern Family Playbook

I.2

Testamentary Trust

The Trust Created by Your Will

I.3

Minor’s Trust

Because Children Can’t Legally Inherit

I.5

Credit Shelter Trust

Preserving Wealth Across Generations

Browse All Eight Categories

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.