Estate planning | Investment Executive https://www.investmentexecutive.com/tag/estate-planning/ Canada's news source for financial professionals Wed, 01 Apr 2026 15:30:01 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Estate planning | Investment Executive https://www.investmentexecutive.com/tag/estate-planning/ 32 32 When an alter ego trust might be right for your client https://www.investmentexecutive.com/news/industry-news/when-an-alter-ego-trust-might-be-right-for-your-client/ Mon, 06 Apr 2026 09:09:20 +0000 https://www.investmentexecutive.com/?p=534264 They can be a powerful tool when dealing with complicated family dynamics or alternative assets

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]]> Court chooses between pair of unfinished wills https://www.investmentexecutive.com/news/from-the-regulators/court-chooses-between-pair-of-unfinished-wills/ Wed, 01 Apr 2026 15:30:01 +0000 https://www.investmentexecutive.com/?p=535346 Draft of physical will favoured over incomplete digital edition

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]]> Beneficiary designations in estate planning https://www.investmentexecutive.com/news/beneficiary-designations-in-estate-planning/ Thu, 05 Mar 2026 20:15:00 +0000 https://www.investmentexecutive.com/?p=533151 Seg funds can function as quasi-trusts

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]]> Spotting incapacity and undue influence https://www.investmentexecutive.com/news/industry-news/spotting-incapacity-and-undue-influence/ Thu, 05 Mar 2026 13:00:11 +0000 https://www.investmentexecutive.com/?p=533175 Know your clients, cover yourself

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]]> Trustee free to decide annuity calculation: court https://www.investmentexecutive.com/news/trustee-free-to-decide-annuity-calculation-court/ Mon, 23 Feb 2026 19:34:38 +0000 https://www.investmentexecutive.com/?p=532374 Use of core CPI instead of headline rate reasonable, court finds

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]]> B.C. court tackles novel estate case https://www.investmentexecutive.com/news/b-c-court-tackles-novel-estate-case/ Mon, 09 Feb 2026 20:45:34 +0000 https://www.investmentexecutive.com/?p=531332 Unique provision aims to balance interests, provide greater certainty

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]]> Death before distribution, B.C. court rules https://www.investmentexecutive.com/news/from-the-regulators/death-before-distribution-b-c-court-rules/ Wed, 21 Jan 2026 21:07:07 +0000 https://www.investmentexecutive.com/?p=529935 Appeal court overturns lower court, rules death triggers vesting of will

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]]> Personal tax items to consider for clients in 2026 https://www.investmentexecutive.com/news/industry-news/personal-tax-items-to-consider-for-clients-in-2026/ Mon, 12 Jan 2026 09:00:39 +0000 https://www.investmentexecutive.com/?p=528983 From perennial opportunities to new developments, here are tax highlights for the new year

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]]> Advisor’s notes inadmissible, court finds https://www.investmentexecutive.com/news/advisors-notes-inadmissible-court-finds/ Tue, 06 Jan 2026 21:12:32 +0000 https://www.investmentexecutive.com/?p=528800 Notes must meet two-part test to count as evidence

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]]> Court rules DNA test not warranted in estate case https://www.investmentexecutive.com/news/court-rules-dna-test-not-warranted-in-estate-case/ Mon, 24 Nov 2025 19:26:05 +0000 https://www.investmentexecutive.com/?p=526163 Family gossip doesn't justify invasion of privacy: B.C. court

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