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Using Trusts to Minimize State-Level Taxes
Expert Opinion February 12, 2026 at 02:14 PM
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What You Need To Know
- Incomplete gift non-grantor trusts can be a valuable tool to shift taxes on investment income.
- The grantor’s estate and gift tax exemption and exclusions are not affected by the transfer of assets to the trust.
- This strategy is most advantageous for clients expecting large capital gains and other liquidity events that cannot be “sourced” to their home state.
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