Dynasty South Carolina Non-Grantor SC-ING Trust Capital Gains Tax Shield 2026

Model South Carolina Incomplete Gift Non-Grantor Trusts (SC-ING) avoiding the 6.40% top state income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed SC-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

SC State Fiduciary Tax Avoided (%)

Projected Economics

Ending SC-ING Trust Wealth

Standard SC State Taxed Balance

Net Cumulative State Tax Shield Created