Dynasty Minnesota Non-Grantor MN-ING Trust Capital Gains Tax Shield 2026

Model Minnesota Incomplete Gift Non-Grantor Trusts (MN-ING) avoiding the 9.85% top state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed MN-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

MN State Fiduciary Tax Avoided (%)

Projected Economics

Ending MN-ING Trust Wealth

Standard MN State Taxed Balance

Net Cumulative State Tax Shield Created