Dynasty North Carolina Non-Grantor NC-ING Trust Capital Gains Tax Shield 2026

Model North Carolina Incomplete Gift Non-Grantor Trusts (NC-ING) avoiding the 4.50% flat state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed NC-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

NC State Fiduciary Tax Avoided (%)

Projected Economics

Ending NC-ING Trust Wealth

Standard NC State Taxed Balance

Net Cumulative State Tax Shield Created