STEP: Society of Trust and Estate Practitioners Ireland

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STEP Education and Training

Welcome to STEP Ireland The Society of Trust and Estate Practitioners (STEP) provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.

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SAGE – Laws can change lives: Seminar – Responding to the human rights of older people and adults who may be vulnerable

[caption id="attachment_2255" align="alignleft" width="676"] Read More

The Hows and Whys of Talking to Clients about Charitable Bequests- The Community Foundation for Ireland

http://www.foundation.ie/2017/02/hows-whys-talking-clients-charitable-bequests/

UCD/SAGE Masterclass – Understanding the ADM (Capacity) Act 2015 and proposed deprivation of liberty legislation

UCD/SAGE Masterclass flyer Se

Update on the STEP diploma

Membership of STEP Ireland can be achieved through the STEP Diploma. This route requires applicants to successfully pass the Diploma in Trusts and Estate Planning which runs every two years. The next course is scheduled to commence in September 2016 and to run until May 2017. More information...

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