Dynasty West Virginia Non-Grantor WV-ING Trust Capital Gains Tax Shield 2026

Model West Virginia Incomplete Gift Non-Grantor Trusts (WV-ING) avoiding the 5.12% top marginal state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed WV-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

WV State Fiduciary Tax Avoided (%)

Projected Economics

Ending WV-ING Trust Wealth

Standard WV State Taxed Balance

Net Cumulative State Tax Shield Created