Why do you need a copy of my trust agreement? What part of the trust document do you need to see?
Eligibility for tax relief is based in part on property ownership as of January 1 in the year of application.
In a trust relationship, property ownership has been transferred to the trust. This transfer of ownership may cause an applicant to be ineligible for relief depending on whether or not they have surrendered their property rights to the trust.
To determine eligibility, we will need copies of the pages of the trust document containing the trust declarations, the revocation and amendment provisions, and the signature page.
