Modern Trust Stacking and Estate Planning for QSBS, with Brian Lamb
Description
In this episode of QSBS, Solved, Brady sits down with Brian Lamb, founder and CEO of Promissory (promissory.com), to explore one of the most powerful strategies in founder tax planning: QSBS trust stacking. Brian shares his journey from co-founding the estate-planning platform Trust & Will to launching Promissory, a platform that helps founders easily establish Nevada-based irrevocable trusts for QSBS optimization without the heavy legal overhead. Promissory is the modern trust and estate platform built for QSBS.
The conversation dives into the mechanics and timing of trust creation, why early planning is crucial, and how founders can multiply their QSBS exemptions through properly structured trusts. Brady and Brian walk through real-world examples of exits, valuation considerations, and the nuances of gifting, estate exemptions, and state tax advantages. They also compare trust stacking to QSBS rollovers, discussing when each strategy shines and how they can work together to completely eliminate capital gains on multi-million-dollar exits.
Contact: Brady@QSBSrollover.com | www.QSBSrollover.com
United States
