Keep more of what you've earned with QSBS trusts
QSBS‑eligible trusts allow you to capture an additional $10–$15M in exclusions per beneficiary at exit.
Trusted by founders of
QSBS trusts
QSBS trusts
Multiply your QSBS exemption
QSBS trusts allow founders and early shareholders to multiply the tax benefits of Qualified Small Business Stock by holding shares in properly structured trusts. When designed correctly, QSBS trusts can create multiple capital-gains exclusion “buckets” under IRS Section 1202—potentially excluding tens of millions of dollars in gains at exit, while supporting long-term estate and wealth-transfer goals.
QSBS trusts allow founders and early shareholders to multiply the tax benefits of Qualified Small Business Stock by holding shares in properly structured trusts. When designed correctly, QSBS trusts can create multiple capital-gains exclusion “buckets” under IRS Section 1202—potentially excluding tens of millions of dollars in gains at exit, while supporting long-term estate and wealth-transfer goals.
Learn more about QSBS >
Learn more about QSBS >
Qualified
Small
Business
Stock
Qualified
Small
Business
Stock
Per ENtITY
$15m
$15m
UP TO
The most generous tax break for startup founders
Save millions when you sell stock.
Qualified
Small
Business
Stock
Per ENtITY
$15m
UP TO
The most generous tax break for startup founders
Save millions when you sell stock.
How it works
How it works
We handle everything from trust creation to management
We handle everything from trust creation to management
Create your trust, sign online, and custody with a professional trustee. We've streamlined a sophisticated trust structure so you can create, file, and manage your trust in days, not weeks or months, at a fraction of the cost of working with an attorney.
Create your trust, sign online, and custody with a professional trustee. We've streamlined a sophisticated trust structure so you can create, file, and manage your trust in days, not weeks or months, at a fraction of the cost of working with an attorney.
1
Create your trust
Answer a short series of guided questions to create a sophisticated irrevocable trust designed around your goals. Our platform helps you select the right structure to maximize tax efficiency and long-term outcomes.
1
Create your trust
Answer a short series of guided questions to create a sophisticated irrevocable trust designed around your goals. Our platform helps you select the right structure to maximize tax efficiency and long-term outcomes.
1
Create your trust
Answer a short series of guided questions to create a sophisticated irrevocable trust designed around your goals. Our platform helps you select the right structure to maximize tax efficiency and long-term outcomes.
2
Review with an independent attorney
Have your trust reviewed by an independent, experienced estate-planning attorney for added confidence. An objective legal review helps ensure your structure, language, and execution align with your intent and goals before signing.
2
Review with an independent attorney
Have your trust reviewed by an independent, experienced estate-planning attorney for added confidence. An objective legal review helps ensure your structure, language, and execution align with your intent and goals before signing.
2
Review with an independent attorney
Have your trust reviewed by an independent, experienced estate-planning attorney for added confidence. An objective legal review helps ensure your structure, language, and execution align with your intent and goals before signing.
3
Establish custody with a Nevada fiduciary
Your trust is established with a Nevada-based professional trustee, providing strong asset protection and access to Nevada’s favorable trust framework, with state tax treatment depending on beneficiary residency.
3
Establish custody with a Nevada fiduciary
Your trust is established with a Nevada-based professional trustee, providing strong asset protection and access to Nevada’s favorable trust framework, with state tax treatment depending on beneficiary residency.
3
Establish custody with a Nevada fiduciary
Your trust is established with a Nevada-based professional trustee, providing strong asset protection and access to Nevada’s favorable trust framework, with state tax treatment depending on beneficiary residency.
4
Complete valuation and compliance
We include an audit-defensible gift and estate valuation for assets transferred into the trust and handle required IRS reporting, including Form 709, to properly document and report the transfer.
4
Complete valuation and compliance
We include an audit-defensible gift and estate valuation for assets transferred into the trust and handle required IRS reporting, including Form 709, to properly document and report the transfer.
4
Complete valuation and compliance
We include an audit-defensible gift and estate valuation for assets transferred into the trust and handle required IRS reporting, including Form 709, to properly document and report the transfer.
Working with us
Working with us
The most comprehensive trust management platform
The most comprehensive trust management platform
We manage your trust from formation through ongoing administration, so you can stay focused on building your company while maximizing your QSBS exemption.
We manage your trust from formation through ongoing administration, so you can stay focused on building your company while maximizing your QSBS exemption.
Trust Custody
Every trust includes professional custody with a Nevada-based trustee, providing strong asset protection and a favorable trust framework for holding private company equity.
Trust Custody
Every trust includes professional custody with a Nevada-based trustee, providing strong asset protection and a favorable trust framework for holding private company equity.
Trust Custody
Every trust includes professional custody with a Nevada-based trustee, providing strong asset protection and a favorable trust framework for holding private company equity.
Tax Reporting
We obtain your trust’s EIN and manage required IRS filings, including annual trust reporting and fiduciary-related documentation.
Tax Reporting
We obtain your trust’s EIN and manage required IRS filings, including annual trust reporting and fiduciary-related documentation.
Tax Reporting
We obtain your trust’s EIN and manage required IRS filings, including annual trust reporting and fiduciary-related documentation.
Gift & Estate Valuation
Includes an audit-defensible gift and estate valuation for one privately held business, with flexible support for additional valuations as needed.
Gift & Estate Valuation
Includes an audit-defensible gift and estate valuation for one privately held business, with flexible support for additional valuations as needed.
Gift & Estate Valuation
Includes an audit-defensible gift and estate valuation for one privately held business, with flexible support for additional valuations as needed.
Built to work with your advisors
Built to work with your advisors
Connect your CPA
Connect your CPA
Track your lifetime gift exemption
Track your lifetime gift exemption
Connect your financial advisor
Connect your financial advisor
Is Promissory
right for you?
How much more could you earn with QSBS trusts?
See how taxes will impact you when you sell.
Is Promissory
right for you?
How much more could you earn with QSBS trusts?
See how taxes will impact you when you sell.
FAQ
Learn from common questions
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now; can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now; can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now; can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
Learn more
Learn more
Qualified Insights
Qualified Insights
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
