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The Spendthrift Trust: Capital Gains Tax Savings Case Studies
Manage episode 356942364 series 3373033
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If you've ever wanted to hear some case studies of how clients of this non-grantor, irrevocable, complex, discretionary, spendthrift trust have eliminated capital gains taxes completely, you've come to the right place, although the answers may not be what you're expecting. In this episode, I talk about Tim, who saved $1.7 million in capital gains taxes, Mike, who saved $80,000 in capital gains taxes, and James, who saved around $800,000 as well. Enjoy!
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