GetDynasty

What is GetDynasty?

GetDynasty is a QSBS-focused trust and tax optimization service for startup founders seeking to structure QSBS (Qualified Small Business Stock) ownership using QSBS-eligible trusts. The company describes its offering as “QSBS trust stacking,” intended to help maximize Section 1202 exclusion outcomes around liquidity events.

According to the site, GetDynasty’s team sets up, funds, and maintains QSBS-eligible trusts with ongoing compliance, and provides an AI voice agent and educational resources to explain QSBS stacking concepts in plain English.

Key Features

• QSBS trust setup and ongoing maintenance: The team “sets up, funds, and maintains” QSBS-eligible trusts, with a stated focus on ongoing compliance.
• QSBS trust stacking workflow: Guidance is designed around “QSBS trust stacking” so beneficiaries may capture larger exclusion amounts tied to Section 1202.
• QSBS planning calculator: A calculator estimates potential savings from trust stacking (as presented on the site).
• AI voice agent trained on QSBS: A voice agent is described as trained on QSBS and GetDynasty’s trust program, with the goal of answering questions via phone.
• “QSBS University” educational course: Free, concise learning content covering QSBS stacking, Nevada directed trusts, and how to multiply a Section 1202 exclusion.

How to Use GetDynasty

1. Start with an introductory call (“Book a Call” / sales phone number shown on the site) or contact the QSBS AI by phone for initial questions.
2. Review the QSBS planning calculator to estimate potential savings from trust stacking.
3. Use the QSBS University materials to understand the basics of QSBS stacking and the trust approach described by the program.
4. If proceeding, the team supports the QSBS trust program workflow (setup, funding, and ongoing maintenance) and provides step-by-step guidance, per the site’s described process.

Use Cases

• Founder preparing for a major liquidity event: A founder planning an exit uses QSBS trust stacking to structure shares in advance of liquidity.
• Managing multiple beneficiaries across a portfolio: Beneficiaries can be structured through multiple trusts (the site references “stacking” and “up to four trusts” in its pre-liquidity package).
• Post-liquidity trust administration: After liquidity, the program describes ongoing management for established trusts with significant assets.
• Teams researching QSBS eligibility and mechanics: Founders and GPs can use “QSBS University” to learn about Nevada directed trusts and Section 1202 exclusion multiplication concepts.
• Quick clarification via voice: Users with specific questions about how the program works can call the AI voice agent for plain-English answers.

FAQ

• What is QSBS and how does Section 1202 work? The site includes a FAQ explaining what QSBS is and how Section 1202 applies, and it positions the service around structuring ownership through QSBS-eligible trusts.

• How does QSBS trust stacking work? The site states that trust stacking is meant to multiply QSBS-related tax benefits and includes a corresponding FAQ item.

• What requirements must a startup meet to qualify for QSBS benefits? The site lists “complete QSBS qualification requirements under Section 1202” as a common question answered in its FAQ.

• When should QSBS trusts be set up? A “When should I set up QSBS trusts for maximum tax savings?” FAQ item is included, indicating timing is part of the guidance.

• Can voting control be maintained after transferring shares to trusts? The site includes a dedicated FAQ question about whether voting control can be maintained after transferring shares to QSBS trusts.

Alternatives

• Hire a qualified tax attorney and estate planning attorney for QSBS-focused planning: This is the direct alternative workflow—legal advice and trust structuring without an AI agent or the specific “trust stacking” program content.
• Use a CPA-led tax planning engagement for QSBS/Section 1202 analysis: Best suited if you want tax modeling and eligibility analysis while handling trust implementation separately.
• General trust administration services (for ongoing trust management): If you already have trusts established, an adjacent option is ongoing trust administration rather than a full setup-and-stacking program.
• Educational/self-guided research plus consultation: Readers can use QSBS educational resources and then consult counsel to implement, rather than using a combined program that includes an AI agent and calculator.