Form 709 gift reporting
-
Can a trust hold physical gold for your heirs?
- September 24, 2025
- Category: Estate Planning & Trusts, Precious Metals & Gold, Retirement & Wealth Preservation
Executive Summary Yes, gold can pass outside probate when it’s properly titled to a trust and listed on account or storage records in the trust’s name. Doing it well takes clear titling, trustee-friendly storage, solid inventory and insurance, plus advance planning for taxes, paperwork, and successor access. Short Answer: Yes, If You Set Up Physical