Trust & Estate Strategies for Family Businesses
Part II: Strategies in Action
Tuesday, October 20, 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 also 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 Two 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 second session, you’ll learn strategies on how to:
- Protect your business during incapacity, disability, or unexpected life events
- Preserve business continuity while maintaining control over key decisions
- Balance fairness among active and inactive family members
- Explore real-world trust strategies that help protect family relationships, business value, and generational wealth
Questions?
Reach out to a host:
Cheryl Doll, Ed.D., CFBA
[email protected]
R. Nicholas Nanovic, JD, LLM, CFP®, AEP®
[email protected]
David Ellowitch, CFP®, AEP®
[email protected]