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STEP Ireland and Law Society Probate Update Conference 2019

STEP Ireland are delighted to invite you to attend our joint Probate Update Conference 2019 in collaboration with the Law Society of Ireland on 24 October 2019. Please find details of the speakers and topics below.

Topics

  • Tax update for the probate practitioner
  • Section 27(4) Succession Act 1965 – Managing Conflicts of Interest
  • Probate Office – developments and procedural changes
  • Fair Deal scheme
  • Charges payable out of estates during administration
  • Income tax liabilities on estates

Speakers

Catherine Duggan BL – practices as a Barrister specialising in probate and trust law and has extensive litigation experience in these areas. She has lectured on probate and trusts to various bodies over the years including for the STEP Diploma and has spoken at various seminars organised by STEP and by Solicitors associations around the country.  She is a founding member and vice Chair of the Probate Bar Association of Ireland, a former Chair of the Society of Trusts and Estate Practitioners (STEP) and a committee member of Solicitors for the Elderly.

Andrea McNamara, O’Connell Brennan Solicitors, Dublin – is a senior associate with O’Connell Brennan Solicitors, a boutique private client legal firm. Andrea provides specialist legal and taxation advice to a broad range of private clients, particularly in relation to trust, estate, succession and transfer and management of asset matters. She also advises charities and non-profit organisations across all sectors, to include advising in relation to contentious matters. Andrea is a solicitor and former barrister, a Chartered Tax Adviser (CTA) and a member of the committee of the Irish Branch of the Society of Trust and Estate Practitioners (STEP). Andrea is a regular speaker and contributor to publications in her area of expertise.

Clodagh O’Hagan, Mullany Walsh Maxwells, Dublin – is an Associate Solicitor specialising in Commercial Property. She has extensive experience advising both corporate and private clients in a wide range of commercial and residential property transactions. She acts for both landlords and tenants in commercial lease transactions. As a Trust and Estate Practitioner she also has practical experience and knowledge of probate, trusts and succession law. Clodagh graduated from University of Limerick with a BA in Law and European Studies in 1998 and a Master Degree in Law in 1999. She qualified as a solicitor in 2003. She was awarded a Diploma in Legal French in 2002 and is a full member of the Society of Trust and Estate Practitioners (STEP) since 2009. Clodagh is a member of the eConveyancing Task Force in the Law Society of Ireland. Clodagh was appointed a Notary Public for the city of Dublin and surrounding counties in 2014.

Maura Dineen DLA Piper
– is partner with DLA Piper. She has significant experience advising domestic and international clients on wide-ranging tax matters, including inward investment, corporate restructurings, mergers and acquisitions, intellectual property exploitation, and tax-efficient financing structures. She regularly advises clients on tax-efficient financing and structuring of property acquisitions, and stamp duty and VAT matters.

Kevin Fidgeon, Probate Officer
– was appointed as Assistant Probate Officer in June 2018.  He has previously worked in various roles across the Courts Service covering Civil, Criminal and Family Law across all jurisdictions and has extensive experience of the courts system and law in general, including tutoring and lecturing in Probate Law for many years. Kevin is currently co-authoring the latest edition of the Law Society’s Wills, Probate and Estates textbook. Kevin has significant experience of introducing reform in several areas in the Courts Service, which has resulted in streamlined procedures and improved customer service, and he is working to deliver the same for the Probate Office.

Date: Thursday, 24 October 2019

Venue: Law Society of Ireland

Time: 2pm – 5.15pm

Cost: EUR186 (discounted fee of EUR160 for Law Society Finuas Skillnet members)

HOW TO BOOK

Please register your attendance by clicking here

STEP Ireland Summer Seminar and Wine Reception 20th June 2019

STEP Ireland Summer Seminar and Wine Reception

STEP Ireland are delighted to invite you to attend our summer seminar on 20th June 2019.

Jennie Faughnan and Darragh McCarthy of EY will speak on Family Offices in an Irish Context and will address the following points during their presentation:

  • What is a family office in the Irish context
  • Essential components of a family office – no matter the size
  • Family charters & shareholders agreements
  • Tax efficient structuring options
  • The role of the advisor

The seminar will commence at 6pm followed by a Q&A session. There will be wine and canapes served afterwards.

Venue: Merrion Hotel, Dublin 2

Cost: Free to all our members. Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for EUR50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

RSVP: Eventbrite HERE

Succession Planning for Businesses

Cork Seminar in collaboration with the Southern Law Association

STEP Ireland are delighted to collaborate with the Southern Law Association (SLA) in Cork to host a seminar on 14 June 2019 in Cork City. Finola O’Hanlon of O’Hanlon Tax Limited and Eoin Tobin of Ronan Daly Jermyn will speak on Succession Planning for Businesses. A brief description of the talks is provided below.

Refreshments and registration from 2:30pm at the Maldron Hotel, 94-95 South Mall Street, Cork with the seminar commencing at 3pm on Friday 14 June 2019.

To register, please contact Niamh at mail@sla.ie or send a cheque made payable to the Southern Law Association to the SLA Library, Courthouse, Washington Street, Cork. The fee is 40 Euros.

Finola O’Hanlon of O’Hanlon Tax will cover the following points during her presentation:

• Succession Planning options for businesses
• CGT Retirement Relief
• Entrepreneur relief and interaction with Retirement relief
• Buyback of shares & interaction with anti-avoidance legislation
• Reorganisations
• CAT Business relief & Revenue Verifications

Eoin Tobin of Ronan Daly Jermyn will cover the following points during his presentation:

• The legal issues to consider when succession planning for businesses.
• Wealth management strategies – family partnerships.
• Incentivising the next generation / key executives – how equity participation can work.
• Making a tax efficient will – the issues your clients need to consider.
• Enduring Powers of Attorney and the Assisted Decision Making (Capacity) Act 2015 – an update.

The event will be chaired by Carol Jermyn of Carol Jermyn & Co. Solicitors

Seminar on Tax Planning for Sportspersons & Entertainers

STEP Ireland would like to invite you to our next seminar on Monday 29 April in the Merrion Hotel when we will be delighted to have David Clancy of Clancy & Associates provide an update on tax planning for sportspersons and entertainers. An informal lunch will be served from 12.30-1pm, with the seminar commencing at 1pm followed by Q&A.

During the course of his presentation, David will address the following topics:

  • Recap on tax reliefs
  • Common structures
  • Image Right Taxation
  • International Touring & Withholding Taxes

Date: Monday, 29 April 2019

Time: 12.30pm

Venue: Merrion Hotel Dublin, Merrion Street Upper, Dublin 2

Cost:

Free to all our members.
Non-members are welcome to attend: please send a cheque made payable to STEP Ireland for EUR50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2

RSVP: Please ensure to register your attendance with Eventbrite here

STEP Ireland and Chartered Accountants Ireland Joint seminar 2nd April 2019

STEP Ireland are delighted to join with Chartered Accountants Ireland in hosting a Succession Planning Seminar on Tuesday 2 April from 9.30am to 11.30am in Chartered Accountants House. Sandra Meade of O’Hanlon Tax Ltd and Andrea McNamara of O’Connell Brennan Solicitors will address the following topics:

  • Making a will and lifetime planning
  • An overview of trusts in the context of estate planning
  • A brief overview of CAT and DTT
  • Summary tips in estate planning
  • CAT and CGT reliefs
  • Small gifts exemption and complexities of group thresholds
  • Discretionary trusts and tax costs
  • Post death options for redistribution of an estate

 

Date: Tuesday, 2nd April 2019
Time: 9.30am to 11.30am
Venue: Chartered Accountants House, 47/49 Pearse Street, Dublin 2

If you are interested in attending this seminar please register using the following link here

STEP Annual Conference 2019 (24 May 2019)

The annual STEP Conference will take place on Friday 24th May 2019 at the Hilton Hotel, Charlemont Place, Dublin 2. See further details here.

STEP Ireland Seminar: 14th March 2019

STEP Ireland would like to invite you to our next seminar on Thursday 14 March in the Merrion Hotel when we will be delighted to have Brian Broderick of O’Hanlon Tax Limited provide a Revenue update. An informal lunch will be served from 12.30-1pm, with the seminar commencing at 1pm followed by Q&A.

 

Free to all our members. Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €50 to Siobhán O’Moore, Mazars, Harcourt Centre, Block 3, Harcourt Road, Dublin 2.

 

Please ensure to register your attendance with Eventbrite here.

STEP Ireland and Irish Tax Institute Joint Annual Conference: 28th February 2019

STEP Ireland and  Irish Tax Institute are holding their joint annual conference on Thursday 28 February 2019 in the Hilton Hotel, Charlemont Place, Dublin 2 and online.  This year’s seminar is entitled “Wills, Trusts and Family Structures: Getting the basics right”  and the speakers are Lisa Cantillon (Kennelly Tax Advisers), Carol Hogan (O’Connell Brennan), Anne Stephenson (Stephenson Solicitors) & Muriel Walls (Walls & Toomey). Tina Quealy, Vice Chair of STEP Ireland will chair the event which will run from 08:30 to 12:00.

 

All details of the speakers and how to book your place at the seminar can be accessed via the attached link.

Private Client Confederation Conference- Dublin 11th & 12th October 2018

PRIVATE CLIENT CONFEDERATION are hosting a conference on Thursday 11th and Friday 12th October 2018 in Conrad Hotel, Dublin.

The following is a brief summary of the event, as provided by Private Client Confederation: 

 

“The Private Client Confederation aims to deliver a new, fresh look at the private client world.

 

 Join us for a uniquely interactive conference aimed at uniting the most senior international private client lawyers with the rising industry stars to discuss the key issues affecting the Private Client Industry, today and in the future.

 

Whilst maintaining a mix of senior speakers and delegates, the rising stars of the industry are being given a platform to speak and an opportunity to network in the plentiful social activities on offer.

 

KEY SESSIONS ON THE AGENDA

  • Setting the scene – the future of the UK private client market
  • What does Brexit really mean and what are the opportunities for Ireland?
  • What are the issues to take into account when establishing a Family Office?
  • Does your client have capacity?
  • What private client lawyers need to know about artwork
  • Dealing with Trustee Deadlock
  • Time to move: comparing the tax benefits of different jurisdictions
  • A post-remittance regime under a Corbyn government – what would be the impacts?
  • Debate “Public Trustee v Cooper applications are a licence for trustees and lawyers to rip off beneficiaries”

 

We are pleased to be able to offer a 10% discount to all STEP members. To claim the discount, please quote VIP code FKW53722STEP when registering.” 

 

For more information and to register, please visit the event website: https://goo.gl/1Sp65i

STEP Annual Conference 2019 (24 May 2019)

The annual STEP Conference will take place on Friday 24th May 2019 at the Hilton Hotel, Charlemont Place, Dublin 2. Booking details to follow.