The entire analysis is framed as a strategy for the Grantor to increase the 'Net wealth to beneficiaries'.
The entire analysis is framed as a strategy for the Grantor to increase the 'Net wealth to beneficiaries'.
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This confidential J.P. Morgan document, marked for House Oversight, is a financial analysis comparing two 20-year wealth transfer strategies. It argues that selling an asset to an Intentionally Defective Grantor Trust (IDGT) would generate an additional $2.6 billion for heirs compared to simply holding the asset, due to tax optimization. Although part of a collection of Epstein-related documents, this specific analysis is a generic example and does not mention Jeffrey Epstein or his specific finances.
Entities connected to both grantor and beneficiaries
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