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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.
Learn how to scale your QSBS exemption from $10M to $40M+ using strategic trust stacking
Maintain voting rights and investment authority while maximizing tax benefits through directed trusts
Ensure full IRS compliance with detailed guidance on QSBS qualification and trust management
Access the same strategies used by ultra-wealthy families and institutional investors
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.
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.
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.
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.
Chapter 5
Governance levers and allocation strategies founders can use to retain investment authority while remaining within QSBS and fiduciary guard-rails.
Chapter 6
Explore how a Dynasty QSBS Trust balances empowerment and protection for heirs while preserving non-grantor status for the founder.
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.
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.