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: [email protected] | www.QSBSrollover.com

Disclaimer: This podcast is for general informational and educational purposes only and does not constitute tax, legal, financial, investment, or other professional advice. The discussion reflects the personal views and experiences of the speakers as of the date of recording and may not reflect current law, regulations, or IRS guidance, which are subject to change. Nothing in this episode should be relied upon as advice for any specific situation. Section 1202 (QSBS) rules are highly fact-specific and depend on individual circumstances; listeners should not act or refrain from acting based on this content without first consulting a qualified tax advisor, attorney, or other professional regarding their particular facts and circumstances. The host, the guest, and their respective affiliated firms disclaim any liability arising from reliance on the information presented in this episode.