Over the past 12 months the STEP Ireland committee have undertaken a significant review of the content of STEP’s Diploma in Trust & Estate Planning to ensure that it provides attendees with a comprehensive and practical education in trust and estate planning.
This project has now completed and the revised STEP Diploma in Trust & Estate Planning, to be run in conjunction with the Law Society, will begin on 17 September 2016 and applications for the Diploma are now open.
The course is intended primarily for persons who have practical experience in the areas of wills, trusts, estate planning, probate and administration of estates within Ireland. In order to participate on the course, you must have relevant work experience of at least one year in the areas covered on the course and one or more of the following qualifications: Solicitor, Barrister, Certified Accountant, Chartered Accountant, Associate or Fellow of the Irish Taxation Institute, Associate of the Chartered Institute of Bankers (Trustee Diploma), Associate of the Institute of Bankers in Ireland (Diploma in Wealth Management), Members of the Irish Institute of Legal Executives or another professional qualification deemed equivalent by the Law Society and STEP, or such qualification deemed to be of an equivalent standard by the STEP Worldwide governing committee.
This course is designed to enable successful candidates to advise clients on all aspects of the creation of wills, the operation of trusts, associated tax implications and overall estate planning for clients. Practical in its approach, this course provides participants with real life situations that are faced by practitioners and gives real solutions to problems encountered.
Full details of the course are available here. The application form for the Diploma is available here and the STEP affiliate application form is available here.
Candidates are advised that upon successful passing of the Diploma, it is a prerequisite to have two years relevant experience before their application to upgrade to full membership will be accepted.
STEP Ireland has made a submission to the Law Reform Commission as part of the public consultation on Section 117 of the Succession Act 1965.
The submission is now available in the Members’ Library. Please note you need to be a STEP member to access the Members’ Library.
The seminar paper and recording from the “How to Challenge a Will” seminar delivered by Grainne Duggan BL on the 29th June 2016 is now available in the Members’ Library section.
The seminar paper and recording from the Tax Reliefs & Revenue’s Approach delivered by Brian Broderick on the 30th March 2016 is now available in the Members’ Library section.
The recording from the Pensions Update seminar delivered by Aidan McLoughlin on the 1st March 2016 is now available in the Members’ Library section.
The seminar paper and recording from the Tax Appeals delivered by Dearbhla Cunningham BL on the 4th February 2016 is now available in the Members’ Library section.
The Assisted Decision-Making (Capacity) Bill passed all stages in the Dáil last Thursday and will be signed by the President in the next few days. The Act as passed by both Houses should be available over the coming days on the Oireachtas website.
The recording of Ann Williams seminar of the 25th November 2015 on the Finance Bill 2015 is now available in the Members’ Library section.
The seminar paper and recording from the Update on Companies Act presentation delivered by Conor Sweeney on the 22nd April 2015 is now available in the Members’ Library section.
The audio recordings of seminar delivered by Ann Williams at the AGM on the Finance Bill 2014, the Family Law Update presentation delivered by Justin Spain on the 28th January 2015 and the Agricultural Law update presentation delivered by Aisling Meehan on the 25th February 2015 are all now available in the Members’ Library.