Dynasty Illinois Non-Grantor DING Trust Capital Gains Tax Shield 2026

Model Illinois Incomplete Gift Non-Grantor Trusts (DING) avoiding the 4.95% state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed DING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

IL State Fiduciary Tax Avoided (%)

Projected Economics

Ending DING Trust Wealth

Standard IL State Taxed Balance

Net Cumulative State Surtax Shield Created