STEP: Society of Trust and Estate Practitioners Ireland

Reminder: STEP Annual Conference

STEP — Fri, 11 May 2012 11:17:02 +0000

The STEP Annual Conference is taking place next Friday, 18 May in the Radisson SAS, St Helen’s Hotel, Stillorgan Road, Dublin 4.

The conference is a day long event and will be opened at 9:30 am by The Honourable Mr Justice Murphy.

Click here to view the Conference Programme and Registration Form.

Completed registration forms should be sent to Lorraine Markey, Matheson Ormsby Prentice, 70 Sir John Rogerson’s Quay, Dublin 2.

HSE Will Making Guidelines

STEP — Thu, 10 May 2012 13:08:57 +0000

The HSE has published Guidelines for will making by older people in residential and day services. The purpose of the Guidelines is to facilitate older people in the care of the HSE and/or their agents, who wish to make a will and who wish to obtain legal advice to do so.

View a copy of the Guidelines here.

Seminar Papers: Locating Missing Beneficiaries in Estate Administration

STEP — Thu, 03 May 2012 11:32:28 +0000

The papers from the seminar on ‘Locating Missing Beneficiaries in Estate Administration’ are now availble in the Members’ Library.

You will need the STEP password to access this section of the website.

Recent High Court Judgment of Interest

STEP — Mon, 30 Apr 2012 15:01:05 +0000

Gunning v Sherry [2012] IEHC 88: High Court (Hogan J.) strikes out action against solicitor, who is the legal personal representative of the deceased, as an abuse of process and grants an “Isaac Wunder order” against plaintiff, restraining her from commencing any further action in respect of the same subject matter.

To view the decision of the High Court, please click here.

Event: National Centre for the Protection of Old People

STEP — Fri, 20 Apr 2012 17:01:37 +0000

On Thursday 26 April 2012 at 11:30 am, the National Centre for the Protection of Old People (NCPOP) will host ‘Managing Elder Abuse in Ireland: Senior Case Workers’ Experiences’.

The presenter will be Dr Deirdre O’Donnell.

Admission is free and all are welcome.

Venue: Room C007, UCD School of Nursing, Midwifery and Health Systems, Health Sciences Centre, University College Dublin, Belfield, Dublin 4

For further information, please click here.

Seminar: Locating Missing Beneficiaries in Estate Administration

STEP — Thu, 19 Apr 2012 16:32:50 +0000

Locating Missing Beneficiaries in Estate Administration – Legal and Practical Issues

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

John O’Connor Solicitor, TEP will deal with the legal aspects, case law and court applications in relation to Benjamin Orders. Eileen M. Ó Dúill, Certified Genealogist will deal with how a genealogist can assist solicitors and personal representatives in locating nearest next of kin on intestacy.

This seminar will be of benefit to members who deal estate administration and will give guidance as to how to deal with the problems that arise when potential beneficiaries cannot be located.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Edmond O’Regan, 7 St. Albans Park, Ballsbridge, Dublin 4.

Annual Conference Programme Now Available

STEP — Thu, 19 Apr 2012 13:06:51 +0000

The STEP Annual Conferenec 2012 will take place on Friday 18 May 2012 at the Radisson SAS St. Helen’s Hotel, Stillorgan Road, Dublin 4.

Please click here to view the conference programme and for a copy of the registration form.

Slides from Seminar on Pensions

STEP — Wed, 28 Mar 2012 16:42:59 +0000

The slides from the seminar on pensions recently given by Aidan McLoughlin, Managing Director of Independent Trustee Company, have now been added to the Members’ Library.

You will need your password to access this section of the website.

Seminar on Pensions

STEP — Wed, 14 Mar 2012 10:28:29 +0000

Seminar on Pensions

Aidan McLoughlin, Managing Director of Independent Trustee Company will give an update on recent changes to pension rules. He will discuss various types of pension arrangements, options on retirement, what happens on death including tax issues, how to mitigate tax liabilities, what needs to be included in wills and protection of pension assets.

The presentation will take place on Thursday 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, 7 St. Albans Park, Ballsbridge, Dublin.

Slides from Seminar on Finance Bill 2012 Now Available in Members’ Library

STEP — Thu, 08 Mar 2012 17:12:54 +0000