Dynasty Colorado Non-Grantor CO-ING Trust Capital Gains Tax Shield 2026

Model Colorado Incomplete Gift Non-Grantor Trusts (CO-ING) avoiding the 4.40% flat state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed CO-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

CO State Fiduciary Tax Avoided (%)

Projected Economics

Ending CO-ING Trust Wealth

Standard CO State Taxed Balance

Net Cumulative State Tax Shield Created