Dynasty Utah Non-Grantor UT-ING Trust Capital Gains Tax Shield 2026

Model Utah Incomplete Gift Non-Grantor Trusts (UT-ING) avoiding the 4.65% flat state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed UT-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

UT State Fiduciary Tax Avoided (%)

Projected Economics

Ending UT-ING Trust Wealth

Standard UT State Taxed Balance

Net Cumulative State Tax Shield Created