Keith Masterman

Tax & Estate

Keith Masterman, LLB, TEP, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management. He can be reached at

A cautionary tale about executors and clearance certificates

Court decision serves as a warning about property distribution, executor renunciation

By Keith Masterman |December 9, 2022

4 min read

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

By Keith Masterman |September 14, 2022

3 min read

All about eligible medical expenses

Help your client claim these non-refundable tax credits

By Keith Masterman |March 23, 2022

4 min read

Help your client plan for income when a spouse dies

A sample case illustrates the impacts for the surviving spouse

By Keith Masterman |November 22, 2021

5 min read

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

By Keith Masterman |September 7, 2021

4 min read

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

By Keith Masterman |March 18, 2021

3 min read

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

By Keith Masterman |December 10, 2020

5 min read

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

By Keith Masterman |August 7, 2020

4 min read

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

By Keith Masterman |April 21, 2020

4 min read