Dynasty Spousal Lifetime Access Trust (SLAT) Solver

Underwrite moving family assets into an irrevocable non-grantor SLAT domiciled in zero-tax jurisdictions while retaining indirect access to income distributions through your spouse.

Exemption Funding & Growth Assumptions

Lifetime Exemption Principal Funded ($ USD)

Compound Annual Portfolio Growth Rate (% - e.g. 9.5%)

State Trust Income Tax Rate Slashed (% - e.g. 10.75%)

Estate Tax Slashed & Wealth Passed

Tax-Free Capital Transferred to Heirs (25 Years)

+$131,560,000 Tax-Free Wealth Transfer

Direct 40% Federal Estate Taxes Slashed

+$52,624,000 Estate Tax Slashed

Cumulative State Trust Income Taxes Slashed

+$14,142,700 0% State Domicile Shield