Alter ego and joint spousal trusts: requirements, benefits, and drawbacks

By Bilal Kathrada, Published in CPABC in Focus
Published: 07/18/2022
Alter ego and joint spousal trusts: requirements, benefits, and drawbacks
Photo credit: katleho Seisa/E+/Getty Images

Since their introduction in 2001, alter ego trusts (AETs) and joint spousal trusts (JSTs) have become important wealth- and succession-planning tools for Canadians who are 65 and older.

Alter ego and joint spousal trusts: requirements, benefits, and drawbacks


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