Dynasty Nevada Incomplete Non-Grantor Trust (NING) State Tax Shield 2026

Model Nevada Incomplete Gift Non-Grantor Trusts (NING) eliminating state personal and fiduciary capital gains income taxes on large equity liquidity events and compound investment portfolios.

Underwriting Assumptions

Anticipated Liquidity Event Equity Gain ($)

Home State Income Tax Rate Avoided (%)

Post-Liquidity Portfolio Pre-Tax CAGR (%)

Compounding Investment Horizon (Years)

Projected Economics

Day-1 State Tax Avoided on Liquidity Event

Ending 15-Year NING Trust Wealth

Total Multi-Year Compounded Tax Shield