🧮 Free Interactive Tool
Dynasty Trust Savings — SD vs. CA / NY / DE
Estimate multi-generational drag from state income tax on retained trust income. Educational model — not tax advice. Email results or save scenario behind light gate.
Inputs
State tax on undistributed trust income (simplified)
*NY includes state only illustrative. Model assumes tax on retained income after distributions.
This is a tax-drag illustration, not advice. Federal tax, GST, and residency nexus still apply. Verify with CPA.
Results — ending trust value
Run calculation to see comparison.
How this model works
- Each year: growth applied to corpus, distributions deducted, then state tax on retained income (simplified) for taxable states. SD retains 0% drag.
- Compare SD vs CA/NY/DE to illustrate situs choice impact; does not replace bespoke tax modeling.
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