Dynasty New Mexico Non-Grantor NM-ING Trust Capital Gains Tax Shield 2026

Model New Mexico Incomplete Gift Non-Grantor Trusts (NM-ING) avoiding the 5.90% top marginal state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed NM-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

NM State Fiduciary Tax Avoided (%)

Projected Economics

Ending NM-ING Trust Wealth

Standard NM State Taxed Balance

Net Cumulative State Tax Shield Created