Set up a trust to protect your personal and business assets with these template Trust Agreements for Canada.
Prepare the agreement you need quickly and easily with these ready-made forms for voting trusts, discretionary trusts, irrevocable trusts, family and spousal trusts. All Canadian Trust Agreement forms are downloadable and fully editable to meet your needs. Save time and money on legal fees.
Download this 6-page article which discusses the pros and cons of Asset Protection Trusts for residents of Canada and the USA. Topics of the article include: characteristics and structure of an asset protection trust, how to establish a successful asset protection trust, the limitations of...
Prepare an Alter Ego Trust Deed with this easy-to-use template, pursuant to the provisions of the Income Tax Act (Canada). An alter ego trust is a trust created after 1999 by an individual aged 65 or over. The individual has the exclusive right to receive all income from the trust. No other p...
Canada Bills of Sale for Asset Transfer into Spousal Trust
Use this template to prepare four (4) Bills of Sale for an asset transfer into a spousal trust, for use only in Canada. This package contains bills of sale for: a transfer of assets from the spousal trust to an individual, a transfer of assets from the individual to a holding company, a transf...
Irrevocable Discretionary Trust Deed (Canada)
Set up an Irrevocable Discretionary Trust (also called a 'Blind Trust") with this template trust deed for Canada. The settlor (the person setting up the trust) is the sole beneficiary of the trust. Provisions of the Trust Deed include: The division date will occur either upon the death of the b...
Download The Trust Structure in Canada, a free article which provides an overview of the structure of a trust, the advantages of a tax structure as a vehicle for income splitting and tax planning for residents of Canada, and the characteristics of specific types of discretionary trusts, such as: ...
Trust & Indemnification Agreement for Land (Alberta)
Use this template to prepare a Trust & Indemnification Agreement for the Province of Alberta, Canada, with respect to land which will be registered in the name of the trustee as bare trustee, to be held in trust on behalf of another party who is the beneficial owner. Provisions of the agreement ...
Trust Agreement for Syndicated Mortgage Units (Canada)
Use this template to prepare a Trust Agreement forming part of a syndicated mortgage transaction in Canada. The agreement is between the issuing corporation and a trustee who is to hold title and act on behalf of the various co-owners who hold fractional interests in the syndicated mortgage. Provis...
Trust Declaration by Nominee Trustee (Canada)
Use this template to prepare a Trust Declaration by a nominee trustee who is the registered owner of shares in a Canadian corporation, declaring that the shares are held in trust for a beneficiary. The trustee will exercise the voting rights of the shares as the beneficiary directs, and will dea...
Voting Trust Agreement pursuant to Take-over Bid (Canada)
Prepare a Voting Trust Agreement with this template form for use in Canada, between a corporation, its shareholders and a trustee. The purpose of the Agreement is to deposit into trust the voting shares of the corporation in connection with a take-over bid to acquire the corporation. Provisions of t...
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