Relationship Details

grantor Fiduciary grantor heir beneficiaries

Connected Entities

Entity A
grantor
Type: person
Mentions: 26
Also known as: Unknown Grantor
Entity B
beneficiaries
Type: person
Mentions: 21
Also known as: Trust beneficiaries

Evidence

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'.

Source Documents (1)

HOUSE_OVERSIGHT_022357.jpg

Financial Analysis Report • 1.94 MB
View

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.

Mutual Connections

Entities connected to both grantor and beneficiaries

Irrevocable trust (IDGT) (person)
IDGT (person)

grantor's Other Relationships

Indirect wealth transfer beneficiaries
Strength: 7/10 View
Legal representative grantor trust
Strength: 7/10 View
Grantor beneficiary beneficiaries
Strength: 7/10 View
Can be the same person Trustee
Strength: 7/10 View
Financial beneficiaries
Strength: 6/10 View

beneficiaries's Other Relationships

Grantor beneficiary grantor
Strength: 7/10 View
Indirect wealth transfer grantor
Strength: 7/10 View
Fiduciary IDGT
Strength: 6/10 View
Financial grantor
Strength: 6/10 View
Guarantor Irrevocable trust (IDGT)
Strength: 5/10 View

Relationship Metadata

Type
Fiduciary grantor heir
Relationship Strength
6/10
Medium strength relationship
Source Documents
1
Extracted
2025-11-19 07:13
Last Updated
2025-11-19 07:14

Entity Network Stats

grantor 19 relationships
beneficiaries 8 relationships
Mutual connections 2

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