Incentive Trust
Inheritance with Intention
A trust that distributes assets tied to specific milestones, behaviors, or values — finishing school, earning a salary, reaching a certain age, staying in recovery. Used carefully, it can support a beneficiary instead of replacing their motivation.
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.
- encourage responsibility
- create structure
- preserve motivation
- align inheritance with family values
“This is about control.”
Sometimes it’s actually about concern. Many families worry that large inheritances received too early or without structure may create unintended consequences.
A trust might match earned income, reward educational achievement, delay distributions until certain ages, or create protections around addiction recovery.
- Parents of young adults
- High-net-worth families
- Entrepreneurs
- Families with addiction concerns
- Legacy-focused planners
Can an inheritance support someone’s growth without quietly replacing their sense of purpose? That tension sits underneath every well-designed Incentive 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 ConsultationPrefer to talk first? Call us at (215) 967-7890.