Perpetual asset protection with zero state income tax.
Fund an irrevocable dynasty trust in South Dakota, Nevada, or Delaware: no state income tax on trust income, no rule against perpetuities (lasts forever), strong creditor protection. Combined with a GST exemption ($13.6M/person 2024), wealth compounds outside the estate tax system for centuries.
Click Generate advisory deep dive for mechanics, IRC citations, a step-by-step execution plan, a worked numeric example on your profile, costs, risks, and this-week actions.
Multiply the $10M §1202 exclusion across multiple trusts.
4% corporate tax + 0% capital gains for bona fide residents.
Stack the $500K primary-home exclusion on top of a 1031 deferral.
Convert Traditional to Roth during sabbaticals or business-loss years.
Capitalize property taxes and interest on undeveloped land.
Deduct now, control forever, employ heirs.
Ordinary loss (not capital loss) on failed small biz — up to $100K.
Buy leveraged real estate inside your IRA — tax-deferred or tax-free.