Keith Masterman

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

Tax Strategies

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

Tax Strategies

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

By Keith Masterman | September 14, 2022

3 min read

Tax Strategies

All about eligible medical expenses

Help your client claim these non-refundable tax credits

By Keith Masterman | March 23, 2022

4 min read

Tax Strategies

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

Estate Planning

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

Estate Planning

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

Estate Planning

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

By Keith Masterman | December 10, 2020

5 min read

Tax Strategies

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

Tax Strategies

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

By Keith Masterman | April 21, 2020

4 min read

$Time-sharing versus fractional ownership$

Estate Planning

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

By Keith Masterman | December 18, 2019

4 min read

Estate Planning

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

By Keith Masterman | August 19, 2019

4 min read

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