How to Use an Intentionally Defective Grantor Trust for Estate Freeze

カートのアイテムが多すぎます

ご購入は五十タイトルがカートに入っている場合のみです。

カートに追加できませんでした。

しばらく経ってから再度お試しください。

ウィッシュリストに追加できませんでした。

しばらく経ってから再度お試しください。

ほしい物リストの削除に失敗しました。

しばらく経ってから再度お試しください。

ポッドキャストのフォローに失敗しました

ポッドキャストのフォロー解除に失敗しました

How to Use an Intentionally Defective Grantor Trust for Estate Freeze

無料で聴く

ポッドキャストの詳細を見る

Lucas and Luna explore the Intentionally Defective Grantor Trust (IDGT), a sophisticated estate planning tool that lets high-net-worth individuals freeze the value of their estate for tax purposes while paying no capital gains tax on asset appreciation. They walk through a real case study: a real estate developer in Austin who transferred $5 million in rental properties into an IDGT in 2023, saving an estimated $2 million in estate taxes while continuing to pay the trust's income tax himself. The episode covers how the 'defect' in the trust actually works in the grantor's favor, the IRS's economic-benefit doctrine, and why this strategy is especially powerful with today's low interest rates (the IRS's Applicable Federal Rate is just 3.2% as of June 2026). Listeners learn the difference between an IDGT and a GRAT, and why the IDGT is preferred for long-term appreciation assets like real estate and private equity. No prior episode has covered IDGTs. #IntentionallyDefectiveGrantorTrust #IDGT #EstateFreeze #GrantorTrust #EstatePlanning #WealthTransfer #RealEstateDeveloper #Austin #ApplicableFederalRate #InterestRates2026 #CapitalGainsTax #EstateTax #GRAT #PrivateEquity #Finance #EstatePlanningWithFexingo #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

まだレビューはありません