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Joint Partner Trust

The spousal equivalent of an alter ego trust.

This is legal information only. For advice on your own circumstances, speak to a lawyer.

The spousal equivalent of an alter ego trust.

In Islamic law

Same structure — it moves assets out of the estate, with the same unsettled question about whether they leave the tarikah with it.

In Canadian law

Holds assets for the benefit of both spouses during their lives, passing outside the estate on death.

Across the madhahib

We have not yet researched whether the four Sunni schools differ on this term, so we are not going to tell you either way. 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:

Note

This is legal information only. For advice on your own circumstances, speak to a lawyer.

Citations & sources

Every factual claim on this page traces to a source below. Details change — check the original source before relying on any figure, fee or legal position. Anything under “further reading” is related material, not a source for what is stated here.

Canadian legislation & government
  1. T3 Trust Guide — Canada Revenue Agency
Further reading — Treadstone Law
  1. Alter ego joint partner trust ontario estate planning — Treadstone Law
  2. Alter ego joint partner trust ontario probate — Treadstone Law
  3. What is alter ego trust ontario — Treadstone Law
  4. Alter ego trust tax on death ontario — Treadstone Law
  5. Wills & estates practice — Treadstone Law