Relationship Details
Connected Entities
Evidence
The Grantor initiates a financial structure (IDGT) with the purpose of transferring assets to the Beneficiaries in a tax-efficient manner.
The Grantor initiates a financial structure (IDGT) with the purpose of transferring assets to the Beneficiaries in a tax-efficient manner.
The Grantor initiates a financial structure (IDGT) with the purpose of transferring assets to the Beneficiaries in a tax-efficient manner.
Source Documents (1)
HOUSE_OVERSIGHT_022352.jpg
This J.P. Morgan document, marked 'CONFIDENTIAL' and 'HOUSE_OVERSIGHT_022352', is a presentation slide explaining a wealth transfer strategy using an Intentionally Defective Grantor Trust (IDGT). It details a four-step process where a 'Grantor' sells an asset to an IDGT for a note, which allows the remaining trust assets to eventually pass to 'Beneficiaries' free of gift tax. The document also suggests using 'cascading GRATs' to enhance the benefits of this strategy.
Mutual Connections
Entities connected to both grantor and beneficiaries
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