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QSBS Stacking University
Master the art of QSBS stacking with our comprehensive course on Nevada Directed Dynasty Trusts. Learn how to multiply your Qualified Small Business Stock exemption from $10M to $40M+ while maintaining control and staying fully compliant.
What You'll Master in This Course
Multiply Tax Exemptions
Learn how to scale your QSBS exemption from $10M to $40M+ using strategic trust stacking
Preserve Control
Maintain voting rights and investment authority while maximizing tax benefits through directed trusts
Stay Compliant
Ensure full IRS compliance with detailed guidance on QSBS qualification and trust management
Expert Training
Access the same strategies used by ultra-wealthy families and institutional investors
Course Curriculum
What is QSBS and how do Trusts Help?
Chapter 1
Learn the fundamentals of Qualified Small Business Stock (QSBS) and discover how trusts can help you maximize tax benefits and protect your assets.
The Nevada Non-Grantor, Directed Trust Blueprint
Chapter 2
Understanding the Nevada Non-Grantor, Directed Trust structure and why it's engineered to multiply the §1202 exclusion while letting founders retain investment authority.
Carving Up Authority: Who Does What in a Nevada Directed QSBS Trust
Chapter 3
Breaks down the fiduciary roles in a Nevada Directed QSBS Trust and shows how their clear separation preserves non-grantor status while empowering founder-led investing.
Tax Mechanics: Gift, Income, and State Layers in One View
Chapter 4
Explore the three tax arenas (transfer, federal income, and state income) that affect Dynasty QSBS Trusts, including new OBBBA rules and strategic planning cues.
Maintaining Investment Authority: Governance & Allocation Playbook
Chapter 5
Governance levers and allocation strategies founders can use to retain investment authority while remaining within QSBS and fiduciary guard-rails.
Rights & Protections: Beneficiaries vs. Grantor
Chapter 6
Explore how a Dynasty QSBS Trust balances empowerment and protection for heirs while preserving non-grantor status for the founder.
The Rockefeller Waterfall: Perpetual Liquidity & Principal Preservation
Chapter 7
Learn how the GetDynasty QSBS Trust emulates the Rockefeller wealth strategy, using needs-based distributions and permanent life insurance to sustain multi-generational capital without eroding principal.
Lifecycle Management: Formation → Adaptation → Wind-Down
Chapter 8
Learn how a Nevada Dynasty QSBS Trust forms, adapts to legal and family changes, and ultimately winds down while preserving non-grantor and QSBS benefits.