Dynasty SLANT State Income Tax Shield Solver

Underwrite establishing non-grantor spousal lifetime access trusts in zero-income-tax dynasty jurisdictions to eliminate high state fiduciary income taxes while maintaining spousal access.

Portfolio Value & State Tax Rates

Liquid Portfolio Principal Funded to SLANT ($ USD)

Annual Taxable Portfolio Yield (Dividends + Gains: % - e.g. 7.5%)

Home State Fiduciary Income Tax Rate Slashed (% - e.g. 13.3%)

Tax Preserved & Annual Income

Annual State Fiduciary Income Taxes Slashed

+$59,850 / yr Direct State Tax Slashed

10-Year Compounded Wealth Preserved in Dynasty Trust

+$842,000 Compounded Growth

Annual Discretionary Spousal Distribution Capacity

$450,000 / yr Annual Cash Flow