STEP: Society of Trust and Estate Practitioners Ireland

Seminar on Non-Contentious Probate Applications

STEP — Fri, 20 Jan 2012 10:50:41 +0000

Seminar on Non-Contentious Probate Applications

Rita Considine BL will speak on non contentious probate applications. The presentation will take place on Wednesday 1 February 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.

Law Reform Commission Consultation Paper on Civil Law of Missing Persons

STEP — Wed, 11 Jan 2012 10:55:57 +0000

To view the Consultation Paper, click here.

Recent High Court Judgment of Interest

STEP — Mon, 09 Jan 2012 12:23:07 +0000

Davoren v HSE: High Court (O Neill J) awards €1.5 million for loss of expected inheritance.

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

Budget 2012: Changes to CGT and CAT Rates

STEP — Tue, 06 Dec 2011 17:01:49 +0000

Members should note that CGT and CAT rates will increase from 25% to 30% with effect from Wednesday 7 December 2011.

The current Group A threshold is being reduced from €332,084 to €250,000. This reduction applies in respect of gifts or inheritances taken after 6 December 2011.

Two Recent High Court Judgments of Interest

STEP — Mon, 05 Dec 2011 21:33:02 +0000

O’Meara v Bank of Scotland: High Court Considers Beneficial Ownership of Funds in Joint Deposit Account

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

Cheshire Foundation in Ireland v The Attorney General: High Court Applies Charity’s Restricted Funds Cy Pres

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

Law Society Professional Training and Solicitors for the Elderly Seminar

STEP — Sat, 26 Nov 2011 12:32:23 +0000

Law Society Professional Training in partnership with Solicitors for the Elderly will present a seminar on Enduring Powers of Attorney on Tuesday 29 November 2011 at 2:30 to 5:15 pm.

Speakers include John O’Connor, John O’Connor Solicitors; Rita Considine, B.L; Margaret Walsh, Sheil Solicitors; Aileen Keogan, Solicitor and Tax Consultant, Le

The seminar will take place at Blackhall Place and the fee is €150 per person.

For further information, please click here

Slides from AGM now available in Members’ Library

STEP — Thu, 17 Nov 2011 12:00:57 +0000

The slides from the presentations delivered by Julie Burke (Audit/Investigations Issues in the Administration of Estates) and Aileen Keogan (Practical Income Tax and CGT Issues in the Administration of Estates) are now available in the Members’ Library.

Seminar on Mediation of Trusts and Estates Disputes

STEP — Wed, 16 Nov 2011 12:30:12 +0000

Robert Haughton SC, Catherine Duggan BL, John Gill of Matheson Ormsby Prentice, Mary Condell of Porter Morris Solicitors and John O’Connor of John O’Connor Solicitors will speak on mediation of trust and estate disputes.

The presentation will take place on Tuesday 22 November at 6:30 p.m. 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.

Keep the Date – STEP Annual Conference 2012

STEP — Wed, 12 Oct 2011 16:19:41 +0000

The STEP Annual Conference 2012 will take place on 18th May 2012 at the Radisson Blu, St. Helen’s Hotel, Stillorgan, Dublin.

Further details will be published here once confirmed.

STEP AGM Tuesday 18 October 2011

STEP — Wed, 12 Oct 2011 12:28:57 +0000

Notice AGM 2011 (STEP Ireland)

Dear STEP Member,

I attach notice of the Annual General Meeting to be held on 18 October 2011 at the offices of William Fry, Solicitors, Fitzwilton House, Wilton Place, Dublin 2.

Please note that a seminar entitled “Practical income tax, CGT and audit issues in the administration of estates” will be presented by Aileen Keogan and Julie Burke at 6.30pm prior to the Annual General Meeting.

The Branch would like to invite you to a drinks reception following the Annual General Meeting.

We look forward to seeing you at the seminar and AGM on 18 October.

Yours faithfully

Sarah Cox

Secretary

STEP Ireland