Founder-Focused Trust, Estate, and QSBS Planning, with Michael Arlein

Michael Arlein, Partner at Patterson Belknap Webb & Tyler, and Brady Weller of QSBSrollover.com share insights on preserving wealth and optimizing tax outcomes during high-growth exits. This episode is ideal for startup founders, advisors, and anyone navigating QSBS-related planning and the use of trusts.The conversation revolves around trust and estate planning for startup founders, particularly in the context of achieving liquidity events and maximizing tax benefits. Michael delves into various strategies including QSBS stacking, rollovers, and different trust structures such as the GOAT trust and charitable remainder trusts. The discussion highlights the critical timing for setting up estate planning structures, especially concerning the value of shares and potential exits. The conversation touches on practical concerns such as control, liquidity, and the provisions for family beneficiaries. Whether you're a single founder or have a family, these insights aim to help you strategize for your long term tax-savings and financial planning effectively.Visit the Founder Focus Resource Center which Michael runs:https://www.pbwt.com/founder-focus-resource-center Contact: [email protected] | www.QSBSrollover.comDisclaimer: 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. The implementation of Section 1202 (QSBS) rules and impacts 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.