Trusts | Investment Executive Canada's news source for financial professionals Thu, 16 Apr 2026 16:07:35 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Trusts | Investment Executive 32 32 No automatic interest relief for trusts complying with retroactive AMT change https://old.investmentexecutive.com/news/industry-news/no-automatic-interest-relief-for-trusts-complying-with-retroactive-amt-change/ Thu, 16 Apr 2026 16:07:35 +0000 https://www.investmentexecutive.com/?p=536463 With reduced deduction of investment counsel fees, many trusts need to amend tax returns

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]]> Executors can be personally liable for legal costs https://old.investmentexecutive.com/news/from-the-regulators/executors-can-be-personally-liable-for-legal-costs/ Thu, 16 Apr 2026 15:21:23 +0000 https://www.investmentexecutive.com/?p=536403 Courts have discretion to award costs against a person acting for estate

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]]> Lower deduction of investment counsel fees hits trusts with AMT https://old.investmentexecutive.com/news/industry-news/lower-deduction-of-investment-counsel-fees-hits-trusts-with-amt/ Fri, 10 Apr 2026 16:43:15 +0000 https://www.investmentexecutive.com/?p=535888 Many trusts may need to amend 2024, 2025 tax returns

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]]> When an alter ego trust might be right for your client https://old.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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]]> Supreme Court denies leave in mutual fund case https://old.investmentexecutive.com/news/supreme-court-denies-leave-in-mutual-fund-case/ Thu, 19 Mar 2026 20:21:15 +0000 https://www.investmentexecutive.com/?p=534328 Appeal denied in tax case that called for strict securities law compliance

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]]> Beneficiary designations in estate planning https://old.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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]]> Trustee free to decide annuity calculation: court https://old.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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]]> Personal tax items to consider for clients in 2026 https://old.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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]]> CRA confirms bare trusts don’t have to file for 2025 tax year https://old.investmentexecutive.com/news/cra-confirms-bare-trusts-dont-have-to-file-for-2025-tax-year/ Tue, 30 Dec 2025 14:29:56 +0000 https://www.investmentexecutive.com/?p=528296 Updated proposed filing exemptions are in Bill C-15

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]]> Feds tighten 21-year rule for trusts, simplify qualified investment regime https://old.investmentexecutive.com/news/industry-news/feds-tighten-21-year-rule-for-trusts-simplify-qualified-investment-regime/ Fri, 07 Nov 2025 22:21:32 +0000 https://www.investmentexecutive.com/?p=524957 Proposed measures are 'weeding the garden'

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