Dynasty Wisconsin Non-Grantor WI-ING Trust Capital Gains Tax Shield 2026

Model Wisconsin Incomplete Gift Non-Grantor Trusts (WI-ING) avoiding the 7.65% top state individual income tax and statutory fiduciary capital gains taxes while retaining asset protection.

Underwriting Assumptions

Contributed WI-ING Trust Equity ($)

Portfolio Pre-Tax Compound CAGR (%)

Compounding Investment Horizon (Years)

WI State Fiduciary Tax Avoided (%)

Projected Economics

Ending WI-ING Trust Wealth

Standard WI State Taxed Balance

Net Cumulative State Tax Shield Created