Trust And Estate Strategies for Family Businesses
Part I: Understanding Trusts
Tuesday, October 6, 2026
Lehigh Country Club
2319 S Cedar Crest Blvd, Allentown, PA
Breakfast 7:30 AM | Session 8:00 – 9:30 AM
Every family business owner has asked some version of these questions…What happens if I’m no longer able to lead? Who will make decisions? How do I protect both my family and the business I’ve spent a lifetime building?
Trusts are often viewed as a complicated legal vehicle, but for business owners, they can provide clarity, continuity, and protection during life’s most challenging transitions.
Join advisors from Compass Point Consulting, Gross McGinley LLP, and IronBridge Wealth Counsel for Part One of this two-part workshop designed specifically for family business owners. Together, we’ll separate fact from fiction, explain the role trusts can play in your business and personal planning, and explore practical strategies to protect your family, your company, and your legacy.
During this first session, you will learn:
- What trusts are and when they are needed
- Common misconceptions and mistakes
- Basic trust structures and core components
Whether you’ve already completed basic estate planning or are just beginning the conversation, you’ll leave with practical insights and a clearer roadmap for protecting the people, business, and legacy that matter most.
Questions?
Reach out to one of the workshop hosts:
Cheryl Doll, Ed.D., CFBA
[email protected]
R. Nicholas Nanovic, JD, LLM, AEP®, CAP®
[email protected]
David Ellowitch, AEP®, CAP®
[email protected]