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STEP Annual Conference 27th May 2011: Challenging Times for Practitioners

May 9th, 2011

The STEP Annual Conference 2011 will be taking place on Friday 27th May 2011 at the Radisson Blu St. Helen’s Hotel, Stillorgan, Dublin from 9.30 am to 4.00 pm

The Conference will be opened by The Hon. Ms. Justice Mary Laffoy.

The Speakers are: David Harvey, STEP

Madeleina Loughrey Grant, Farrer & Co LLP

Audrey Byrne, McCann FitzGerald

Aidan McLoughlin, Independent Trustee Company

Julie McAuliffe

Margaret Walsh, Sheil Solicitors and

Catherine Duggan, Law Library

Download the STEP Annual Conference 2011 poster for a full list of speakers and topics.

Download the STEP Brochure and Registration Form here.

Seminar on “Taxation of Costs for Trust and Estate Practitioners”

April 6th, 2011

John O’Connor, Principal of John O’Connor Solicitors, will talk about the regulatory requirement of Section 68 and will discuss practical issues concerning costs in testamentary actions. Declan O’Neill, Legal Cost Accountant, will discuss costs awards and will answer questions from attendees regarding practical matters.

The presentation will take place on Wednesday 13 April at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Eddie O’Regan, AIB, Executor and Trustee Services, PO Box 512, Ballsbridge, Dublin 4.

Seminar on “The Role of Expert Witnesses in Financial, Investment or Pension Cases” on Tuesday 22nd March 2011 at 6:30 p.m.

March 4th, 2011

The financial tsunami of recent years has affected many individuals and families. People have difficulties with their banks and many individuals have lost very considerable savings through inappropriate and bad investment advice. Many pension funds have also been impacted in terms of their value. Many members will be asked by clients for advice on these issues.

Denis Cremins will address members on how expert witness services and expert services may be of assistance in reviewing these cases and in supporting the preparation of cases for the Pensions or Financial Ombudsman or for the Courts.

The presentation will take place on Tuesday 22 March at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Eddie O’Regan, AIB, Executor and Trustee Services, PO Box 512, Ballsbridge, Dublin 4.

Seminar on the Finance Bill 2011

February 7th, 2011

Ann Williams will present on the relevant tax issues arising out of the recent Finance Bill.

The presentation will take place on 1 March at 6:30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €30 to Eddie O’Regan, AIB, Executor and Trustee Services, P.O. Box 512, Ballsbridge, Dublin 4.