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, prior to the individual's death, may receive or otherwise obtain the use of any part of the trust's income or capital.

  • Upon the death of the individual, the trust will hold any remaining assets for the benefit of other beneficiaries named in the Trust Deed. The trust will be able to distribute those assets to the other beneficiaries without the assets having to go through the probate process.

This Canada Alter Ego Trust Deed template is available in MS Word format, and is fully editable to fit your specific circumstances.

Download Type: Microsoft Word
SKU: 5422
Last Updated: 27-Oct-2016
Customers who bought this item also bought

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.
  • Receipt for the settlement from the settlor.
  • Consent to Act as Trustee form.
  • Appointment of additional trustees.
  • Trustee resolutions to be sign.....