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$250M Founder Reveals How The Rich Avoid Taxes (Legally)
My First Million
Maximizing QSBS Benefits through Stacking Trusts and Future Beneficiaries
By distributing shares among family members, each shareholder can unlock their individual $10 million limit, potentially resulting in a combined limit of up to $40 million within the family. Furthermore, establishing trusts for future children, charities, and other beneficiaries allows for each trust to receive its own $10 million benefit, potentially multiplying the benefit several times. Additionally, the use of irrevocable gifts and the inclusion of future beneficiaries ensures the distribution of assets even in the absence of children. This strategy, known as stackable trust or QSPS stacking, enables individuals to expand their QSPS benefits and navigate the complexities of estate planning effectively.
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