1 Taxation of Trusts

Canadian Tax Law Curriculum · 4:19

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Lyrics

[Verse 1]
When someone sets up trust arrangements here
Three types emerge crystal clear
Inter vivos made while you're alive
Testamentary when you die
Special purpose has a targeted goal
Each one plays a different role

[Chorus]
Twenty-one years then deemed disposition
Attribution rules need recognition
Seventy-four to seventy-five
Keep these sections well alive
Reversionary trust at seventy-five two
GRE and QDT coming through

[Verse 2]
Every twenty-one years the clock will chime
Deemed disposition happens every time
Capital gains must be recognized
Even though nothing's been sold or prized
Reset the cost base, pay the tax
This rule keeps the system on its tracks

[Chorus]
Twenty-one years then deemed disposition
Attribution rules need recognition
Seventy-four to seventy-five
Keep these sections well alive
Reversionary trust at seventy-five two
GRE and QDT coming through

[Verse 3]
Attribution rules will make income flow
Back to the person who made it grow
Seventy-four point one starts the game
When spouse or minor holds the claim
If you transfer property down the line
The income might still be considered mine

[Bridge]
Reversionary trust at seventy-five two
When property comes back to you
If there's a chance it will return
The settlor's tax rates will still burn
All the income, all the gains
Flow back through those legal chains

[Verse 4]
Graduated Rate Estates get special care
First three years with rates to spare
Qualified Disability Trust takes the stage
Progressive rates at any age
Both exceptions to the flat tax rule
Making trust taxation more flexible tool

[Chorus]
Twenty-one years then deemed disposition
Attribution rules need recognition
Seventy-four to seventy-five
Keep these sections well alive
Reversionary trust at seventy-five two
GRE and QDT coming through

[Outro]
Trust taxation has its special ways
Navigate through these complex maze
Remember all these rules together
Canadian trust tax law forever

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