Insights
Tools and guidance for families and founders.
Written guidance and free tools on estate planning, asset protection, and founder equity planning, for the District of Columbia, Maryland, and Washington State. Each tool runs in your browser and collects nothing you enter.
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For Families ·
Off to College: The Documents Every New Adult Should Have
Once your child turns 18, a doctor, bank, or university may not talk to you. A few documents, signed once over a break, solve the problem.
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For Founders ·
QSBS Stacking Under Treasury Scrutiny: What Founders Should Know Now
Treasury and the IRS are drafting guidance aimed at QSBS stacking. Well-designed planning is likely to survive; duplicate trusts and eve-of-sale gifts are most exposed.
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Interactive tool
QSBS Stacking Illustrator
An educational illustration of how the Section 1202 exclusion can be multiplied across separate taxpayers, and what that does and does not depend on.
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Founder planning
Four points where a QSBS trust structure works, or quietly fails
The per-taxpayer limitation, genuine non-grantor status, keeping qualification on transfer, and the multiple-trust anti-abuse rule.
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Founder planning
What a SLANT is, and when it is the wrong tool
How a spousal lifetime access non-grantor trust keeps a spouse in the beneficiary class while staying a separate taxpayer, and what that costs a family.
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Families
Estate Plan Check-Up
A free, five-minute self-assessment of the plan you already have: documents, funding, beneficiary designations, and emergency access.
New articles are published every other Tuesday, alternating between families and founders, each with a byline and date. Ask a question you would like to see answered.
Notice. General information for educational purposes only, not legal or tax advice, and no attorney-client relationship is created by use of this site. Whether anything described here applies to you depends on your own facts, and the law changes.