Relationship Details
Connected Entities
Evidence
The Grantor sells assets to the trust and pays the income taxes generated by those assets within the trust.
The Grantor sells assets to the trust and pays the income taxes generated by those assets within the trust.
Source Documents (1)
HOUSE_OVERSIGHT_022351.jpg
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 Irrevocable trust (IDGT)
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