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Type: Financial projection
File Size: 1.58 MB
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This document from J.P. Morgan outlines the projected 20-year economic flows of an Intentionally Defective Grantor Trust (IDGT). It details the initial funding, assumptions about returns and tax rates, and a significant additional funding event in year 5 from cascading GRATs. The main table projects the annual return, payments, and pre-discount trust value, culminating in a net trust amount of approximately $4.75 billion after 20 years.

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