Dynasty Georgia Non-Grantor GA-ING Trust Capital Gains Tax Shield 2026

Model Georgia Incomplete Gift Non-Grantor Trusts (GA-ING) avoiding the 5.49% flat state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed GA-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

GA State Fiduciary Tax Avoided (%)

Projected Economics

Ending GA-ING Trust Wealth

Standard GA State Taxed Balance

Net Cumulative State Tax Shield Created