Dynasty Louisiana Non-Grantor LA-ING Trust Capital Gains Tax Shield 2026

Model Louisiana Incomplete Gift Non-Grantor Trusts (LA-ING) avoiding the 4.25% top state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed LA-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

LA State Fiduciary Tax Avoided (%)

Projected Economics

Ending LA-ING Trust Wealth

Standard LA State Taxed Balance

Net Cumulative State Tax Shield Created