Relationship Details
grantor
→
Wealth transfer
→
Heirs (implied)
Connected Entities
Entity A
grantor
Type: person
Mentions: 26
Also known as: Unknown Grantor
Entity B
Heirs (implied)
Type: person
Mentions: 4
Also known as: Heirs, IRS (Implied), IRS (implied)
Evidence
The document outlines a strategy for a Grantor to transfer assets to heirs in a tax-efficient manner.
Source Documents (1)
HOUSE_OVERSIGHT_022351.jpg
Financial advisory presentation slide
• 855 KB
This document is a confidential presentation slide from J.P. Morgan, identified by the production code 'HOUSE_OVERSIGHT_022351'. It explains the mechanics of an Intentionally Defective Grantor Trust (IDGT) as a tax-efficient strategy for transferring future asset appreciation to heirs. The process involves a grantor selling assets to an irrevocable trust in exchange for a promissory note, allowing the asset's growth to pass to beneficiaries gift-tax-free.
Mutual Connections
Entities connected to both grantor and Heirs (implied)
Irrevocable trust (IDGT)
(person)
Relationship Metadata
Type
Wealth transfer
Relationship Strength
5/10
Medium strength relationship
Source Documents
1
Extracted
2025-11-19 07:12
Entity Network Stats
grantor
19 relationships
Heirs (implied)
3 relationships
Mutual connections
1
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