Products tagged with 'canada trust form'

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Canada Charitable Remainder Trust

Charitable Remainder Trust | Canada

Prepare a charitable remainder trust with this downloadable template for Canadian residents.

  • A charitable remainder trust allows the donor to retain a life interest in property transferred into the trust but makes an irrevocable gift of the residual interest to a registered charity. The charity then issues a donation receipt for the fair market value of the residual interest in the property at the time that the residual interest vests in the charity.
  • The tax credit can be carried forward in whole or in part for up to five years.
  • All capital gains are allocated to the capital beneficiary, i.e. the charity, which is tax-exempt.
  • The net income of the trust is paid to the income beneficiary (the settlor and their spouse, and/or whoever else the settlor may designate in the trust).
  • Trust expenses are paid from the trust income.
  • This is an irrevocable trust.
  • The template is available in MS Word format and is fully customizable.
  • Governed by Canadian tax laws and intended to be used only in Canada.
$29.99
Picture of Joint Spousal Trust Deed | Canada

Joint Spousal Trust Deed | Canada

Prepare a Joint Spousal Trust Deed with this downloadable template, pursuant to the provisions of the Income Tax Act (Canada).

  • A joint spousal trust is an inter vivos trust established to benefit both spouses during their lifetimes and includes provisions for the remaining spouse after one passes away.
  • When both spouses die, the trust property passes to the remainder beneficiaries named in the trust agreement.
  • The assets held within the trust bypass the probate process.
  • The trust deed is governed by Canadian tax laws and is intended to be used only within Canada.
  • Available in MS Word format.
$14.99
Agreement to set up land trust in British Columbia

British Columbia Land Trust Agreement

Set up a land trust to preserve certain lands for conservation, agricultural or recreational purposes with this Land Trust Agreement for British Columbia.

  • The trustee will have the powers necessary to lease, sell, mortgage or otherwise deal with the land but shall only exercise these powers at the direction of the beneficiaries.
  • The trustee is required to maintain a current list of all beneficiaries and to furnish the beneficiaries with an annual statement of Trust income and expenses.
  • The trustee will have no personal liability for any obligation of the Trust.
  • The agreement provides for the resignation and replacement of the Trustee.
  • The beneficiaries are individually responsible for reporting their respective share of the profits and earnings from the Trust.
  • The trustee is instructed to terminate the trust and distribute the Trust property prior to the legally permitted time period for the existence of the Trust under applicable laws.
$19.99
Canada Forms to Replace Trustee

Forms to Replace Trustee | Canada

Appoint a replacement trustee for a trust with this package of forms for Canada.

  • The package contains the following:
    • Appointment and Replacement of Trustee form.
    • Consent to Act as Trustee.
    • Resignation of Departing Trustee.
    • Trustee Resolutions to be signed by the original trustee(s), appointing the new trustee.
  • This forms package is a downloadable digital product. All forms are contained in one file.
  • Intended to be used only in Canada.
$12.49
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