Estate Planning, Special Needs, and Elder Law Attorneys
IV.1

Dynasty Trust

Planning Beyond Your Lifetime

A long-term trust built to hold and manage wealth across multiple generations — sometimes much longer than a single inheritance cycle. Often used by families with appreciating businesses, real estate, or investment portfolios who want to preserve them across grandchildren and beyond.

What it is

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.

Why people use them
  • preserve wealth long term
  • protect assets from creditors and divorce
  • reduce estate tax exposure across generations
  • create continuity for children and grandchildren
Biggest myth

Dynasty Trusts are only for billionaires.

The headlines feature billionaires, but the underlying idea — preserving something deliberately, across time — applies to many families who simply think generationally.

What makes this trust different?

Instead of wealth transferring outright generation after generation — and potentially being taxed or exposed repeatedly — the trust may continue operating as a protected family structure over time.

Who this trust is good for
  • Multi-generational families
  • Business owners
  • Real estate families
  • Families focused on preservation
  • Long-term legacy planners
The Deeper Idea

How do you create stability for grandchildren and great-grandchildren you may never meet? That’s the work a Dynasty Trust is built to do.

Conversations We’re Having About This Trust
How wealthy families preserve assets for generations.
The trust designed to outlive you.
What is a Dynasty Trust?

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.