Charitable Remainder Trust AgreementCharitable Remainder Trust Agreement • June 22nd, 2007
Contract Type FiledJune 22nd, 2007Draft agreement for a charitable remainder trust where a trust company, the charity, or an individual named by the donor is the trustee. Where the donor is to act as trustee, a different form, called a “Declaration of Trust,” should be used. This agreement was drafted by Arthur B. C. Drache, Q.C., and Jane Burke-Robertson of the Drache, Burke-Robertson & Buchmayer law firm in Ottawa and is presented here as an example. Before execution a trust agreement should be approved by the donor’s and trustee’s legal counsel.