Legacy Trusts are built around a different kind of question. Not "What happens when I die?" but "What happens to the family over time?"
These trusts focus on long-range planning: preserving wealth, protecting future generations, maintaining family values, creating opportunity, and shaping how assets move through children, grandchildren, and beyond.
This category introduces the idea that inheritance is not simply a transaction. It is influence. Every inheritance carries values, intentions, fears, hopes, and consequences.
Legacy Trusts are often used by families thinking decades ahead — sometimes even generations ahead. These trusts may involve long-term control, strategic tax planning, incentive structures, bloodline protection, or multi-generational stewardship.
But at their core, these trusts are really about one thing: continuity.
Dynasty Trust
Planning Beyond Your Lifetime
A Dynasty Trust is a long-term trust designed to preserve and manage wealth across multiple generations. Rather than distributing assets outright after one generation, the trust may continue for decades — sometimes much longer — providing ongoing protection and structure for descendants.
Read the One-Sheet →IV.2Generation-Skipping Trust
Thinking One Generation Further
A Generation-Skipping Trust is a trust designed to transfer wealth to grandchildren or later generations while potentially reducing repeated estate taxation at each generational level.
Read the One-Sheet →IV.3Incentive Trust
Inheritance with Intention
An Incentive Trust is a trust that distributes assets based on specific behaviors, milestones, or conditions established by the person creating the trust. These trusts may encourage education, employment, sobriety, entrepreneurship, charitable involvement, or other personal values.
Read the One-Sheet →IV.4Bloodline Trust
Keeping Assets in the Family
A Bloodline Trust is a trust designed to keep inherited assets within a direct family bloodline rather than allowing those assets to become exposed through divorce, remarriage, or outside claims.
Read the One-Sheet →IV.5Family Legacy Trust
More Than Money
A Family Legacy Trust is a long-term trust structure designed not only to transfer assets, but to preserve family values, mission, culture, and continuity across generations. These trusts are often customized around the identity and goals of a particular family.
Read the One-Sheet →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 ConsultationPrefer to talk first? Call us at (215) 967-7890.