Dynasty Missouri Non-Grantor MO-ING Trust Capital Gains Tax Shield 2026

Model Missouri Incomplete Gift Non-Grantor Trusts (MO-ING) avoiding the 4.80% top state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed MO-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

MO State Fiduciary Tax Avoided (%)

Projected Economics

Ending MO-ING Trust Wealth

Standard MO State Taxed Balance

Net Cumulative State Tax Shield Created