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QSBS TRUSTS STARTING AT $999 per year

Pay zero taxes on your startup shares

Call Today: (707) 408-3597

Schedule a Meeting

(5 Star Reviews)

What you get

A Trust structure that can save you millions

Ability to eliminate up to 100% of all capital gains tax on your early startup shares (both state and federal).

Asset protection from divorce, lawsuits, and creditors.

A professional trustee in Nevada.

Learn more about puttingQualified Small Business Stock in a Trust.

Stack your QSBS benefits with a vertically integrated solution

Simplifying your family’s inheritance by avoiding costly and time consuming probate court, with a Trust

Easy Setup

We make creating a Trust and moving your stock easy.

Expert Legal Consultation

Talk over your plans with a Lawyer as part of your onboarding.

Maximize QSBS

Each Trust you create gets a $10 million exemption.

Manage your Trusts

Easily manage all your Trusts through the Dynasty app.

Choose a Trustee

Use our Corporate Trustee Partners or pick someone you know to have the responsibilities of overseeing the assets and executing requests.

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Move Assets

Transferring the assets out of your name and into the Irrevocable Trust is necessary. Our Team can help guide you through the process.

Only intangible assets* can be included in the Trust and will be legally transferred to the state the Trustee resides in. 

* Real Estate and physical assets are not supported.

Maintain Control

Depending on the purpose, your Irrevocable Trust can be set up so that you retain the ability to make decisions about the assets even if they have been transferred out of your name.