Trust Agreement for Shares

Use this template Business Trust Declaration and Agreement to set up a U.S. business trust to protect your assets and reduce taxes.

• The trustees will hold all property, income and profit of the business in trust for the beneficial shareholders.
• The trustees are authorized to sign documents, hold title to property, buy and sell property, conduct business, commence or defend litigation, adopt and enforce bylaws and regulations, and carry out other actions in the name of the Trust.
• Shareholders are not liable, and every obligation entered into by the trustees must stipulate in writing that the shareholders are not liable for any debt or liability incurred in connection with such obligation.
• Trustees are only liable for their own actions, and not for the actions of the other trustees. No trustee shall be personally liable for any act or duty carried out on behalf of the Trust.
• Available in MS Word format.
• Intended to be used only within the United States.

Set up a voting trust to vote the shares in a corporation with this template Voting Trust Agreement for Shares.

• The parties to the Agreement are the corporation's shareholders, the trustee and a depositary with whom the shares are deposited.
• The purpose of the voting trust is to ensure continuity of the corporation's management and policies.
• The trustee is granted voting privileges and exercise rights associated with the shares.
• This is a generic legal form which is not specific to any country.
• The Voting Trust Agreement for Shares template is provided in MS Word format and is fully editable.

Learn how to prepare a Shareholder Buy-Sell Agreement with this checklist for Canadian companies.

• What would happen to your business if one of the owners dies or is no longer able to work? A Shareholder Buy-Sell Agreement provides for continuity of the business in those events.
• Topics included in the Checklist are:
  • qualification of shares for capital gains exemption;
  • provisions of any existing formal shareholder agreement;
  • terms of purchase or redemption (or both) of a deceased shareholder's shares using proceeds of life insurance policies on the life of the deceased;
  • whether life insurance policies will be held by the corporation, by the other shareholders or by a trustee.
• This is a fully editable legal form in MS Word format which can be customized to fit your circumstances.
• Governed by Canadian tax laws and ntended to be used only in Canada.

Rent a business premises in Alberta to a tenant with this Commercial Triple Net Lease Agreement.

• This lease is a triple net lease to the landlord, and the tenant agrees to pay for all costs with respect to the premises including structural repairs.
• The tenant has an option to renew the lease for an additional term.
• The tenant will pay all expenses, taxes, levies, and charges with respect to the premises, except for the landlord's income taxes.
• The tenant is responsible for carrying fire and extended coverage insurance.
• The tenant is responsible for all alterations, improvements, maintenance and repairs.
• Procedures in the event of damage, destruction, or condemnation of the building.
• Subordination of the lease to a mortgage or other lien.
• The tenant must provide an estoppel certificate on request by the landlord.
• If the tenant holds over (i.e. stays in the premises) after the lease term expires, the tenancy reverts to a monthly tenancy.
• This legal document is intended for use in the Province of Alberta, Canada.
• The Alberta Triple Net Lease Agreement template can be used for office or retail space.

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:

1. a transfer of assets from the spousal trust to an individual,
2. a transfer of assets from the individual to a holding company,
3. a transfer of assets from the holding company to an international investment corporation,
4. a transfer of assets from the investment corporation to the trust.

The forms are available in MS Word format and are fully editable. Governed by Canadian laws and intended to be used only in Canada.