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HOUSE_OVERSIGHT_022350 - HOUSE_OVERSIGHT_022358
AGE BREAK --- A sale to an IDGT is a tax-efficient way to transfer future appreciation of an asset Intentionally Defective Grantor Trust (“IDGT”) e Grantor makes arm’s length sale of assets to an irrevocable trust e Grantor receives a note for the fair market value of the asset plus interest at current
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George W. Bush
PersonPresident of the United States from 2001 to 2009

JPMorgan Chase
OrganizationAmerican multinational banking and financial services holding company

Barack Obama
PersonPresident of the United States from 2009 to 2017
the Tax Court
Organization
Federal Reserve
OrganizationCentral banking system of the United States
TH COURT
OrganizationGRATs
OrganizationJ.P. Morgan Securities LLC
OrganizationCompany
J.P. Morgan Advisor
OrganizationJPMorgan Distribution Services, Inc.
OrganizationLipper
OrganizationAmerican financial services firm