Dynasty Oklahoma Non-Grantor OK-ING Trust Capital Gains Tax Shield 2026

Model Oklahoma Incomplete Gift Non-Grantor Trusts (OK-ING) avoiding the 4.75% top state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed OK-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

OK State Fiduciary Tax Avoided (%)

Projected Economics

Ending OK-ING Trust Wealth

Standard OK State Taxed Balance

Net Cumulative State Tax Shield Created