Dynasty Incomplete Non-Grantor (ING Trust) Solver

Underwrite funding an Incomplete Non-Grantor Trust in zero-income-tax jurisdictions (Wyoming/Nevada) to eliminate high state income taxes on intangible portfolio growth and capital gains.

Portfolio Value & State Income Tax

Intangible Investment Portfolio / Capital Gain ($ USD)

Annual Investment Capital Gain & Yield (% - e.g. 10.0%)

Home State Income Tax Rate Avoided (% - e.g. 13.3% CA/NY)

Tax Savings & Compounded Growth

Annual State Income Taxes Slashed via Zero-Tax Trust

+$159,600 / yr Direct State Tax Shield

10-Year Compounded State Tax Wealth Retained

+$2,543,620 10-Yr Wealth Multiplier

Statutory Trust Nexus Jurisdiction

0.0% State Income Tax (Wyoming / Nevada / Delaware ING)