Dynasty Mississippi Non-Grantor MS-ING Trust Capital Gains Tax Shield 2026

Model Mississippi Incomplete Gift Non-Grantor Trusts (MS-ING) avoiding the 4.70% top state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed MS-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

MS State Fiduciary Tax Avoided (%)

Projected Economics

Ending MS-ING Trust Wealth

Standard MS State Taxed Balance

Net Cumulative State Tax Shield Created