“Intentionally Defective Grantor Trust (IDGT) Sale” White Paper

Freeze Estate Values & Transfer Wealth Efficiently with IDGT Sales

In this strategic 4-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explores how sales to Intentionally Defective Grantor Trusts (IDGTs) can be used to shift asset growth out of the taxable estate while minimizing income tax consequences. Keebler breaks down the structure, tax treatment, and planning advantages of IDGT sales—making this essential reading for CPAs, estate planners, and financial advisors working with high-net-worth clients.