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Glossary · trusts

Intentionally Defective Grantor Trust

Acronym: IDGT

In plain English

A trust that is outside your estate for estate-tax purposes but still yours for income-tax purposes — so you keep paying the trust's income tax, which effectively grows the trust tax-free for heirs.

Commonly paired with an installment sale: the grantor sells an appreciating asset to the IDGT in exchange for a promissory note. Growth above the note's interest rate passes to heirs outside the estate.

Educational information only. Mister AMS is not a law firm and does not give legal, tax, or financial advice. For your situation, consult a licensed professional admitted in your state.
Intentionally Defective Grantor Trust | Mister AMS