Living Trust registrations in Treasury Direct

Tuesday, February 8th, 2005
Categorized as: Treasury Direct

Can you register TreasuryDirect’s electronic Savings Bonds in the name of a living trust as you can with paper Savings Bonds?

Tom’s response

Yes. You have to open a separate TreasuryDirect account for Living Trust registrations.

You can hold electronic Savings Bonds, converted paper Savings Bonds, and other Treasury securities such as Bills, Notes, Bonds, and TIPS in the account.

See TreasuryDirect now allows entity registrations for more information.

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FDIC Insured Certificates of Deposit can pay 1 or 2% more than savings bonds when held for a similar length of time. See top CD Rates Below:

2 Comments

On March 18th, 2010 J.J. WALD said:

IF EE SAVINGS BONDS ARE INHERITED, IS THE INCREASE IN VALUE TREATED AS AN INCREASE LIKE ANY OTHER SECURITY? I/E THE INHERITANCE IS VALUED AS OF THE DATE OF DEATH, RATHER THAN THE INITIAL COST??

On March 19th, 2010 Tom Adams said:

J.J. – You are asking whether Savings Bonds have a stepped-up basis. The answer is no. Stepped-up basis applies to capital gains. Savings Bonds don’t have capital gains, they just earn tax-deferred interest.

Tom Adams

Comments Closed

June 1, 2010

After six years, over 400 posts, 3,680 real comments, and over 90,000 spam comments (thank you, Akismet, for making managing a blog with comments possible), I am closing public comments on Savings-Bond-Advisor.com. I will contine to update the main articles on this site, but not the comments.

Virtually every question about Savings Bonds has been asked and answered on this site multiple times. Use the search feature (see the box in the gray area near the top of this page) or the detailed menu on the lower part of the home page to find the information you're looking for. If you have a copy of Savings Bond Advisor, you can ask me a question here.

Tom Adams

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