For Consultation


Markham Office: 7030 Woodbine Avenue, Suite 500, Markham, Ontario L3R 6G2

Alter Ego Trusts, which were established in 1999, are a tax and estate planning tool which allows an individual to transfer assets outside of their estate while still enjoying their assets during their lifetime and many other benefits.  The main requirements are that the person who gifts the assets or property to the trust (“the trust creator”) must:

There are quite a few benefits to alter ego trusts:

Alter ego trusts are especially appealing to those interested in avoiding or reducing their estate administration taxes, who prefer to transfer their assets privately on death, who have substantial assets and who are willing to incur costs associated with setting up and maintaining the trust.

If you or someone you know is 65 years or older and would like to consider establishing an alter ego trust during their lifetime, please contact Andrea Kelly.


Andrea Kelly, Lawyer, has extensive experience in wills, trusts, powers of attorney and estate administration matters.  She provides clients with a high standard of timely professionalism and expertise, incorporating a very thorough fact finding process.  This is quite often enlightening for her clients and facilitates individually tailored services.  If you would like to know more, feel free to use the easy contact form or read Andrea’s bio.

Leave a Reply

Your email address will not be published. Required fields are marked *