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Alter Ego Trust

A trust for someone 65 or older, holding assets outside the estate.

Draft — pending review. This page has been prepared but has not yet been reviewed by a Canadian estates lawyer or a qualified scholar. Treat it as a starting point for questions, not as advice you should act on.

A trust for someone 65 or older, holding assets outside the estate.

In Islamic law

Assets in the trust do not form part of the estate, so they are not divided by the shares unless the trust itself directs it.

In Canadian law

Allows a tax-deferred transfer during life and avoids probate on death. Available only from age 65.

Across the madhahib

No significant difference between the four Sunni schools is recorded on this point in the sources reviewed. Where a specific case turns on it, ask a qualified scholar rather than relying on a general summary.

Canadian legal detail

Treadstone Law, an Ontario firm with a wills and estates practice, covers the Canadian side of this in more depth:

Important

This entry is general information, not legal or religious advice. Inheritance turns on the exact family circumstances. Confirm Canadian law with a lawyer in your province, and any religious ruling with a qualified scholar.

Citations & sources

Every factual claim on this page traces to one of the references below. Legislation and dollar thresholds change — verify against the primary source before relying on any figure.

Canadian legislation & government
  1. T3 Trust Guide — Canada Revenue Agency
Canadian legal commentary
  1. Who holds deposit in trust ontario real estate — Treadstone Law
  2. Estate trustee indemnity insurance vs bond ontario — Treadstone Law
  3. Family trust income taxation canada ontario — Treadstone Law
  4. Spendthrift beneficiary trust ontario will — Treadstone Law
  5. Estate trustee compensation ontario — Treadstone Law
  6. Wills & estates practice — Treadstone Law