What Assets Can Be Placed in a Trust?

A wide range of assets can be transferred into a trust, making it a versatile tool for estate planning, asset protection, and wealth preservation.

 

The types of assets that can be placed in a trust include:

  • Property & Real Estate – Residential, commercial, and agricultural properties can be owned by a trust to protect them from creditors, simplify succession planning, and reduce estate duties.
  • Cash & Investments – Bank accounts, unit trusts, shares, stocks, bonds, and other financial investments can be transferred to a trust for structured wealth management.
  • Business Interests & Shares – A trust can hold company shares, making it an effective vehicle for business succession planning and asset protection.
  • Intellectual Property – Copyrights, patents, trademarks, and royalties can be placed in a trust to ensure controlled management and future benefits for beneficiaries.
  • Vehicles & Moveable Assets – Cars, boats, machinery, and valuable equipment can be placed in a trust to secure ownership and prevent personal liability risks.
  • Personal Assets & Collectibles – Art, jewelry, antiques, and other valuable items can be held in a trust to ensure proper distribution among beneficiaries.

Why Place Assets in a Trust?

  • Asset Protection – Safeguards assets from creditors, lawsuits, and personal financial risks.
  • Estate Planning Benefits – Simplifies inheritance and avoids lengthy estate administration.
  • Tax Efficiency – Can help minimize estate duty and capital gains tax.
  • Wealth Preservation – Ensures assets are managed for the long-term benefit of beneficiaries.

At TrustNest Solutions, we specialize in helping individuals and businesses structure trusts to protect their wealth. Need expert guidance? Contact us today to get started!