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Spousal Trust

A trust for a surviving spouse that qualifies for the tax rollover.

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 a surviving spouse that qualifies for the tax rollover.

In Islamic law

The exclusivity requirement conflicts directly with vesting children's faraid shares immediately — a genuine tension to plan around.

In Canadian law

Must give the spouse all income and exclude anyone else from capital during their lifetime.

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. Common intention resulting trust ontario explained — Treadstone Law
  2. Trust for minor children ontario will — Treadstone Law
  3. Foreign trust canadian beneficiary ontario — Treadstone Law
  4. Clearance certificate estate trustee liability canada — Treadstone Law
  5. Principal residence exemption trust — Treadstone Law
  6. Wills & estates practice — Treadstone Law