Dynasty Trust Generational Wealth Projector
See how a dynasty trust can protect your family's wealth from repeated estate taxation across generations. Enter your estate details below, and compare the projected outcomes of a dynasty trust versus a traditional taxable estate — generation by generation.
| Generation | Estate at Death | Estate Tax | Net to Heirs | Dynasty Trust |
|---|
| Feature | South Dakota | Nevada | Delaware | Texas |
|---|---|---|---|---|
| Trust Duration | Perpetual | Perpetual | Perpetual | 300 Years |
| State Income Tax on Trust | None | None | None on Intangibles* | None |
| Domestic Asset Protection | Strong | Strong | Strong | Limited |
| Directed Trust Statute | Yes | Yes | Yes (Pioneer) | Yes |
| Silent Trust Option | Yes | Yes | Limited | No |
| Trust Protector Statute | Yes | Yes | Yes | Common Law |
*Delaware imposes no state income tax on trust income from intangible assets when there are no Delaware-resident beneficiaries.
Dynasty trust planning involves significant legal, tax, and governance decisions that depend on your family's specific circumstances. If this projection suggests meaningful tax savings for your estate, a conversation about whether a dynasty trust fits your overall plan is a worthwhile next step.
This tool is for informational purposes only and does not constitute legal or tax advice. The projections shown are hypothetical illustrations based on the inputs you provide. They assume constant growth rates, no trust distributions, and a fixed estate tax exemption — none of which is guaranteed. Actual results will depend on investment performance, tax law changes, distribution patterns, and individual circumstances. The application of the generation-skipping transfer tax, estate tax, and trust law depends on individual facts and circumstances. Consult a qualified tax attorney or CPA before making decisions based on this information. Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.