What Can I Put in a Trust?

August 30, 2019

Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to figure out whether or not a trust can help you is to sit down with your lawyer and make a list of all the assets you own.

There are several types of assets commonly transferred into trusts. These include: life insurance policies, antiques and collectibles, business interests, investments and money market accounts, deposits inside credit unions and banks, realy property, and stocks.

The trust is only formally set up when you take these assets and transfer them into the ownership of the trust itself. It is at this point that these assets are truly owned by the trust and under the management of the trustee you have chosen.

Since trusts offer a lot of benefits, using one is a common way to ensure you’ve considered all your estate planning issues across the board. Benefits include passing on your assets without having them go through probate, putting aside certain assets for the care of someone in your family with special needs, establishing requirements for beneficiaries to meet before assets will be distributed, and creating a plan for managing your business or personal assets.

With many trust tools out there, it’s important to be well-informed. Not all trusts are created equal. Deciding what’s right for you and your intentions might look different from your neighbor or coworkers. Sitting down with an attorney in New Jersey who has experience in estate planning and using trusts will give you a better perspective on how to best leverage these tools.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Finding Strength in Stillness: Why Patience is the Investor’s Greatest Tool

In an age of noise and market hype, patience and disciplined investing offer clarity and strength. Learn how tuning out the chaos helps build long-term wealth. “You have power over your mind—not ...

<p>The post Finding Strength in Stillness: Why Patience is the Investor’s Greatest Tool first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026?

With major tax law changes set to take effect in 2026, now may be the ideal time to evaluate your charitable giving strategy. Learn how ...

<p>The post Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care

The IRS MATH Act, signed into law in late 2025, requires the IRS to “show its math” when it flags errors — meaning clearer notices, itemized adjustments, and a 60‑day window ...

<p>The post New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>