CHARITABLE REMAINDER TRUST AGREEMENTCharitable Remainder Trust Agreement • September 4th, 2014 • Quebec
WHEREAS the Settlor desires to establish an irrevocable trust and has transferred to the Trustee the personal property described in Schedule "A" annexed hereto, all of which is to be
Charitable Remainder Trust AgreementCharitable Remainder Trust Agreement • June 22nd, 2007
Draft 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.
