Relationship Details
Connected Entities
Evidence
The trust holds assets for the ultimate benefit of the heirs, who receive them tax-free after the grantor's note is paid.
The trust holds assets for the ultimate benefit of the heirs, who receive them tax-free after the grantor's note is paid.
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 Irrevocable trust (IDGT) and Heirs (implied)
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