Dynasty IDGT Installment Note Sale Solver

Underwrite freezing estate values by selling appreciating business assets to a grantor trust for a promissory note at the Applicable Federal Rate (AFR), moving all future growth outside the taxable estate.

Asset Value & Note Structure

Value of Fast-Growing Equity Sold to IDGT ($ USD)

Expected Annual Growth of Asset (% - e.g. 20%)

IRS Mid-Term AFR Promissory Note Interest Rate (% - e.g. 4.2%)

Wealth Transferred & Estate Slashed

Total Wealth Transferred Outside Taxable Estate (10-Yr Compounding)

+$43,832,000 Tax-Free Wealth

Federal Estate Taxes Slashed (40% Statutory Rate)

+$17,532,800 Estate Tax Shield

Immediate Income Tax on Installment Sale to Grantor Trust

$0.00 (Grantor Trust Rule: Non-Taxable Sale)