Dynasty Pennsylvania Non-Grantor PING Trust Capital Gains Tax Shield 2026

Model Pennsylvania Incomplete Gift Non-Grantor Trusts (PING) avoiding the 3.07% flat state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed PING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

PA State Fiduciary Tax Avoided (%)

Projected Economics

Ending PING Trust Wealth

Standard PA State Taxed Balance

Net Cumulative State Tax Shield Created