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Alter Ego Trust Deed | Canada
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 created by an individual aged 65 or older.
- The individual has the exclusive right to receive all income from the trust.
- During the settlor's lifetime no person other than the settlor may receive or otherwise obtain the use of any part of the trust's income or capital.
- Upon the settlor's death, 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 Alter Ego Trust Deed template is governed by Canadian tax laws.
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Family Trust Forms to Set Up Trust | Canada
Establish a trust fund and appoint trustees for a family trust with this package of forms for Canada.
- The Family Trust package contains the following documents:
- Discretionary Trust Deed.
- 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 signed by the additional trustees.
- Available in MS Word format.
- Governed by Canadian tax laws and intended to be used only in Canada.
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Complete Legal Will Kit | Canada
Have you made a Will yet? If you were to die without a Will, your loved ones will have to pay court costs and legal fees to administer your estate.
- If you own real estate or other assets, whether in Canada or outside of the country, you need to have a Will to make sure your property is distributed in accordance with your wishes.
- This complete Legal Will Kit and Estate Plan for Canadian residents includes everything you need to make your will:
- Last Will and Testament form, with instructions to help you complete the document. Special instructions for Quebec.
- Guide to Making a Will in Canada, which contains information and things you need to know to help you through the process of preparing your Will.
- Legal Requirements for each province and territory.
- Will Information Sheet which is a checklist of information you will need to compile in order to complete your Will.
- Organ Donor Information.
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- How to Choose an Executor and a Guardian for Minor Children.
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- Download your complete Canada Legal Will Kit and Estate Plan immediately after purchase.
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Family Trust Forms to Set Up Trust | Canada
Establish a trust fund and appoint trustees for a family trust with this package of forms for Canada.
- The Family Trust package contains the following documents:
- Discretionary Trust Deed.
- 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 signed by the additional trustees.
- Available in MS Word format.
- Governed by Canadian tax laws and intended to be used only in Canada.
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Family Trust Annual Resolutions | Canada
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 payments required to be made have been or will be made for the year, and that the trust will not be liable for income tax under Part 1 of the Income Tax Act (Canada).
- This forms package is a downloadable MS Word file containing all of the resolutions. Fully editable and easy to use.
- Intended to be used only in Canada.
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Family Trust Forms Package to Replace Trustee | Canada
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 remaining trustees.
The Canada Family Trust Forms Package to Replace Trustee is a MS Word download. All forms are contained in one file.
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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),
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- royalty trusts,
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- The guide contains information relevant to Canadian residents and is available in Adobe PDF format.
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Trust Declaration by Nominee Trustee | Canada
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 directs.
- The trustee will deal with the shares as nominee only and in accordance with the beneficiary's instructions.
- Available in MS Word format and fully editable.
- Intended to be used only in Canada.
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