From QSBS stacking to dynasty trust structuring — see exactly what you should be doing, what you're missing, and what policy changes affect your legacy.
Trusted by 4,200+ families
Managing $12.8B+ in combined estate value
2026 Federal Exemption
$15M
per individual
Rev. Proc. 2025-32
Couple Exemption
$30M
married couples
IRC §2010(c)(4)
QSBS Exclusion Limit
$15M
per issuer
IRC §1202
Estate/Gift Tax Rate
40%
on excess above exemption
IRC §2001(c)
Whether you're starting from scratch or optimizing an existing plan, we'll map the right strategy.
You have no formal estate plan, or only a basic will. We'll assess your full picture and build a comprehensive strategy.
You have an existing estate plan and want to optimize it, identify gaps, or update for 2026 policy changes.
A comprehensive framework spanning every dimension of estate strategy for high-net-worth individuals and founders.
Annual exclusion gifting, lifetime exemption optimization, SALT strategies, and state-level estate tax planning.
SLATs, GRATs, ILITs, IDGTs, Dynasty Trusts, CLATs, CRTs, QPRTs — tailored to your wealth bracket and goals.
Stacking strategies, holding period optimization, entity structuring, and gain exclusion maximization under new OBBBA rules.
Multi-generational wealth transfer, dynasty trusts, family governance, and private trust company structures.
DAPTs, FLPs/LLCs, offshore structures, and creditor-proofing strategies for high-liability professions.
Real-time tracking of legislative changes, projected impacts, and time-sensitive planning windows.
It takes about 5 minutes to complete the intake. You'll get a personalized strategy report with prioritized action items.
Get Your Strategy ReportAll data sourced from IRS, Treasury, and enacted legislation