Dynasty Kentucky Non-Grantor KY-ING Trust Capital Gains Tax Shield 2026

Model Kentucky Incomplete Gift Non-Grantor Trusts (KY-ING) avoiding the 4.00% flat state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed KY-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

KY State Fiduciary Tax Avoided (%)

Projected Economics

Ending KY-ING Trust Wealth

Standard KY State Taxed Balance

Net Cumulative State Tax Shield Created