Dynasty Connecticut Non-Grantor CT-ING Trust Capital Gains Tax Shield 2026

Model Connecticut Incomplete Gift Non-Grantor Trusts (CT-ING) avoiding the 6.99% top marginal state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed CT-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

CT State Fiduciary Tax Avoided (%)

Projected Economics

Ending CT-ING Trust Wealth

Standard CT State Taxed Balance

Net Cumulative State Tax Shield Created