Relationship Details
beneficiaries
→
Guarantor
→
Irrevocable trust (IDGT)
Connected Entities
Entity A
beneficiaries
Type: person
Mentions: 21
Also known as: Trust beneficiaries
Entity B
Irrevocable trust (IDGT)
Type: person
Mentions: 0
Evidence
The document states that 'having the loan guaranteed by trust beneficiaries may be beneficial'.
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 beneficiaries and Irrevocable trust (IDGT)
grantor
(person)
Relationship Metadata
Type
Guarantor
Relationship Strength
5/10
Medium strength relationship
Source Documents
1
Extracted
2025-11-19 07:12
Entity Network Stats
beneficiaries
8 relationships
Irrevocable trust (IDGT)
7 relationships
Mutual connections
1
Discussion 0
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