Crypto Trust Structures
Avoiding Common Mistakes When Setting Up a Wyoming Trust
Wyoming trusts fail not because of bad law, but because of execution errors. Learn the five most common setup and administration mistakes, and how to avoid them.
Can a Trust Hold Bitcoin, Ethereum, or Other Digital Assets?
A trust can hold Bitcoin, Ethereum, or other digital assets, but legal ownership must be coordinated with the trust document, custody, private key access, tax reporting, and succession.
Can a Trust Hold Stablecoins?
What trustees should consider before a trust holds stablecoins, including authority, custody, tax records, issuer risk, and fiduciary duties.
Can a Trust Own a Bitcoin ETF?
What trustees and families should know about trusts owning Bitcoin ETFs compared with direct Bitcoin or other crypto assets.
Can a Trust Participate in DeFi?
What trustees should consider before a trust participates in DeFi, including authority, fiduciary duties, smart contract risk, custody, taxes, and records.
Can a Trust Receive Staking Rewards?
What trustees and families should consider before a trust receives staking rewards from crypto assets.
Can a Trustee Be Liable for Crypto Losses?
What trustees and families should understand about possible fiduciary liability when a trust owns volatile or self-custodied crypto assets.
Can a Trustee Hire a Crypto Advisor?
What trustees should consider before hiring a crypto advisor for trust-owned digital assets.
Can a Trustee Hold a Hardware Wallet?
What trustees should consider before holding a hardware wallet for trust-owned crypto, including authority, custody, private keys, records, and fiduciary duties.
Can a Trustee Manage a Crypto Wallet?
A trustee may manage a crypto wallet if authorized and properly supported, but custody, fiduciary duties, security, tax, and access procedures must be handled carefully.
Can a Trustee Sell Crypto Held in a Trust?
What trustees should consider before selling crypto held in a trust, including authority, fiduciary duties, custody, taxes, beneficiaries, and documentation.
Can an Irrevocable Trust Own Bitcoin?
What wealthy crypto investors should know about irrevocable trusts, Bitcoin ownership, trustee authority, custody, taxes, and beneficiary planning.
Crypto DAPT Jurisdiction Comparison
Compare Wyoming, Nevada, South Dakota, and Alaska domestic asset protection trusts for crypto: seasoning periods, self-settled rules, and why protection is not absolute.
Crypto Dynasty Trust & GST Planning
How a crypto dynasty trust and GST exemption planning let $5M+ digital-asset holders pass appreciation across generations, plus the custody and key-succession trade-offs.
Crypto Trust Administration
What trustees, families, and advisors should know about administering crypto assets in a trust.
Crypto Trustee Acceptance Checklist
A checklist for trustees deciding whether to accept responsibility for a trust that owns or may own crypto assets.
Crypto Trustee Checklist
A checklist for trustees responsible for digital assets, including custody, access, valuation, taxes, records, and fiduciary coordination.
Crypto Trustee Duties
An overview of trustee duties when administering digital assets, including custody, prudence, records, valuation, tax coordination, and beneficiary communication.
Crypto Trusts: Wyoming vs. South Dakota
Wyoming vs. South Dakota for crypto trusts: how the two states compare on digital-asset law, privacy, dynasty/perpetuity, and asset protection.
Directed Trust vs Delegated Trustee for Crypto
How directed trust and delegated trustee structures differ when a trust holds digital assets, and which model suits crypto families seeking specialized governance.
Directed Trusts for Digital Assets and Crypto Families
How directed trusts may help separate trustee administration from investment or digital asset decision-making.
Guide to Creating a Revocable Living Trust for Crypto Holdings
How to create and fund a revocable living trust for cryptocurrency. Covers trust drafting, retitling exchange accounts, hardware wallet access protocols, and successor instructions.
How Should a Trustee Document Crypto Decisions?
How trustees can document crypto decisions involving custody, sales, staking, advisors, tax reporting, valuation, and beneficiary communication.
How Should Trustees Value Crypto?
How trustees can approach crypto valuation for trust administration, reporting, tax coordination, distributions, and beneficiary communication.
I Am a Trustee and the Trust Owns Bitcoin. What Now?
A trustee-focused guide for administering trust-owned Bitcoin, including authority, custody, records, taxes, valuation, and beneficiary communication.
Pour-Over Will for Crypto Explained
How a pour-over will catches un-transferred crypto at death and moves it into your trust, why probate and key access still matter, and what it cannot fix.
Private Key Succession Planning
Private key succession planning helps families ensure digital assets can be located, controlled, and transferred after death or incapacity.
Private Trust Company for Crypto Families
What a private trust company (PTC) is, when a crypto family needs one, and the cost and asset thresholds that justify forming one to act as a dedicated trustee.
Revocable vs Irrevocable Trusts for Crypto Assets
How revocable and irrevocable trusts differ for crypto holders, including control, probate, privacy, asset protection, and tax considerations.
Revocable vs. Irrevocable Trusts: Crypto Use Cases
Compare revocable and irrevocable trusts for crypto holders: probate, asset protection, estate tax, and key-management considerations for each structure.
Should a Trust Own Crypto Directly or Through an LLC?
How families can compare direct trust ownership of crypto with a trust-owned LLC structure.
Should Crypto Be Held Personally, in an LLC, or in a Trust?
Personal ownership, LLC ownership, and trust ownership solve different crypto wealth problems around control, succession, privacy, tax records, and governance.
Special Needs Trust With Crypto
How a special needs trust holds crypto for a beneficiary with disabilities without jeopardizing means-tested benefits, plus custody, distribution, and trustee considerations.
Trust Accounting for Crypto: UPIA / UPAIA
How principal-and-income rules under the UPAIA apply to staking rewards, airdrops, and forks inside a trust, and why crypto income classification needs care and counsel.
Trust Protector for a Crypto Trust
How a trust protector role may be considered in crypto trust planning, including trustee changes, custody oversight, and digital asset policy updates.
Trust Structures for Crypto Wealthy Individuals
How crypto-wealthy individuals can think about revocable trusts, irrevocable trusts, directed trusts, trust-owned LLCs, and private key succession.
Trust-Owned LLC for Crypto Assets
When and why a trust should own a Wyoming LLC for crypto: direct vs. LLC ownership, asset protection setup, and common formation pitfalls, all in one place.
What Trust Provisions Should Cover Digital Assets?
Digital asset trust provisions should address wallets, custodians, private keys, fiduciary authority, valuation, tax reporting, and succession.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.