Discover How IDGTs Are Helping Some Folks Prepare for Changing Estate Tax Exemptions
Intentionally defective grantor trusts (IDGTs) can be highly effective in preserving, maximizing, and transferring certain assets — especially if you set an IDGT up before Jan. 1, 2026. That’s when lifetime estate tax exemptions could drop drastically, taking millions in available exclusions off the table if federal laws don’t change before Dec. 31, 2025.
With the clock counting down and limited time to take action, there may be no better time than right now to consider an intentionally defective grantor trust.
To help with that, check out these IDGT FAQs, with concise answers from top estate planning lawyers in Austin, TX: