What is an IDGT (intentionally defective grantor trust)?
EstateWarren Team
Quick answer
An intentionally defective grantor trust (IDGT) is irrevocable for estate-tax purposes (assets out of your estate) but "defective" for income-tax purposes (you keep paying tax on trust income), an asymmetry that supercharges wealth transfer.

The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions. Read our disclaimers.
All questionsGet an answer built on your own numbers
Warren reads your accounts, then answers questions like this one with your real income, taxes and goals in mind.