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Canada Trust Agreements

Set up a trust to protect your personal and business assets with one of these template Trust Agreements for Canada.

    • Alberta Trust and Indemnification Agreement for Land

      Use this template to prepare a Trust and Indemnification Agreement for Alberta. The Agreement is drawn up 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. The parties will each p...

      Price: $14.99

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    • Asset Protection Trusts

      This 6-page article discusses the pros and cons of Asset Protection Trusts for residents of Canada and the USA. Topics covered in the article include: characteristics and structure of an asset protection trust, how to establish a successful asset protection trust, the limitations of a trust,...

      Price: $9.99

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    • Canada Alter Ego Trust Deed

      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 can only be set up for an individual aged 65 or older. The individual has the exclusive right to receive all income from the trust. No other person, pr...

      Price: $24.99

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    • Canada Bills of Sale for Asset Transfer into Spousal Trust

      Prepare four Bills of Sale for an asset transfer into a spousal trust, for use only in Canada. This package contains bill of sale templates for the following: a transfer of assets from the spousal trust to an individual, a transfer of assets from the individual to a holding company, a transfer...

      Price: $24.99

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    • Canada Family Trust Annual Resolutions

      Prepare annual resolutions for a family trust in Canada with this easy-to-use forms package which contains: Trustee resolutions naming the records office, appointing the accountants, and confirming the acts of the trustees. Trustee resolutions resolving that all income allocations and expense paym...

      Price: $9.99

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    • Canada Family Trust Forms Package to Establish the Trust

      Establish a trust fund and appoint trustees for a family trust with this package of forms for Canada. The package contains the following documents: Resolutions of the original trustee accepting the trust, acknowledging the settlement and providing for execution of documents and banking authority. ...

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    • Canada Family Trust Forms Package to Replace Trustee

      Appoint a trustee for a family trust to replace one who is resigning with this package of forms for Canada, which includes: Appointment and Replacement of Trustee form. Consent to Act as Trustee. Resignation of Departing Trustee. Trustee Resolutions to be signed by the new trustee and the remain...

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    • Canada Irrevocable Discretionary Trust Deed

      Set up an Irrevocable Discretionary Trust with this template trust deed for Canada. This form of trust is also called a blind trust, meaning that the beneficiary has no input into, or information about, how the trust is administered, so as to avoid any claims of conflict of interest. The settlor (...

      Price: $24.99

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    • Canada Trust Agreement for Syndicated Mortgage Units

      Prepare a Trust Agreement for syndicated mortgage units with this fully editable template for Canadian land deals. The parties to the Trust Agreement are (i) the issuing corporation and (ii) the trustee who will hold title and act on behalf of the various co-owners who hold fractional interests in ...

      Price: $24.99

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    • Canada Trust Declaration by Nominee Trustee

      Prepare a Trust Declaration by a nominee trustee who is the registered owner of shares with this template form for Canadian corporations. The nominee trustee declares that the shares are held in trust for a beneficiary. The trustee will exercise the voting rights of the shares as the beneficiary d...

      Price: $9.99

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    • The Trust Structure in Canada

      Learn about the trust structure in Canada in this free expert guide. The guide 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 t...

      Price: FREE

    • Trusts and Tax Planning in Canada

      Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business. This guide contains information on: family trusts (bearer, inter vivo or "living" trusts and testamentary), real estate investment trusts (REITs), royalty trusts, income...

      Price: $14.99

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