When you sell appreciated stock, crypto, or business equity, high-tax states collect immediately. A Non-Grantor Wyoming Trust transfers the asset before the sale — legally moving the gain to a zero-tax jurisdiction before the transaction closes. The window is the timing. Miss it and the tax is owed.
One published price. You know the number before we touch a single document
Every document drafted by a paralegal and reviewed by licensed legal counsel.
Wyoming to California. Every layer coordinated and built to hold when it matters.
You pay once. No retainer. No meter running. No invoice you didn't see coming.
No sales pitch. Just the structure, built correctly.
Q ) Is this legal?
Yes. The Non-Grantor Trust is a recognized tax entity under federal law. Income retained inside a non-resident trust is not subject to the grantor’s state income tax. This strategy is used by corporations and institutions routinely. Proper implementation and timing are what make it defensible.
Q ) What types of assets qualify?
Appreciated stock, business equity, cryptocurrency, and certain other capital assets. Real estate held personally has additional considerations. We assess your specific asset during intake.
Q ) What if my transaction is already in progress?
If a letter of intent has been signed or a sale is already agreed upon, the window for this structure may be closed. Contact us immediately for a timing assessment before assuming it is too late.
A Non-Grantor Wyoming Trust is a separate tax entity — not a California resident, not subject to California income tax. When you transfer appreciated stock, business equity, or crypto into the trust before a sale event, the capital gain is realized inside the trust. Wyoming has no state income tax. The gain that would have cost you 13.3% stays inside the structure.
This is not a strategy you implement after a letter of intent is signed. The transfer must occur before the sale is agreed upon. Once the transaction is in motion, the window closes. We build the trust, execute the transfer, and coordinate with your CPA and transaction attorney before the deal closes — so the structure is clean, documented, and defensible when the IRS reviews it.
If you are planning to sell appreciated assets — business equity, stock, cryptocurrency, or real estate held outside a qualified account — and you live in a high-tax state, you are facing a state capital gains bill that this structure exists to eliminate. The Non-Grantor Wyoming Trust is not a loophole. It is a tax code provision used by corporations and high-net-worth families for decades. It is available to any business owner who acts before the sale closes.
The Non-Grantor Wyoming Trust package builds the complete structure — the trust document, the asset transfer, and the full coordination with your CPA and transaction attorney so the timing is clean and the documentation holds.
Everything above is prepared by an assigned paralegal and reviewed by licensed legal counsel before it reaches you. One flat fee. No retainer. No hourly billing. No invoice you did not see coming.