A dynasty IDGT combines several advanced estate planning strategies into one multigenerational structure: an intentionally defective grantor trust, generation-skipping transfer tax exemption, discounted asset transfers, and an installment sale designed...
Every person gets a GST exemption. As of 2026, it's $15 million. That number is the total amount you can shield from the generation-skipping transfer tax across every trust you...
An intentionally defective grantor trust, or IDGT, is an irrevocable trust designed to do two things at once: remove assets from your taxable estate while keeping you responsible for the...
Everyone who's done serious estate planning knows the headline number: $15 million. That's the federal estate tax exemption per person, $30 million for a married couple, But there’s another federal...
A business owner I work with sold his company for $40 million. Good outcome. He'd built it over 25 years. Before his earnout, his actual take-home was closer to $30...
