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

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.

STEP Annual Conference 27th May 2011 Brochure and Registration Form Now Available

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.

Download the STEP Brochure and Registration Form here.

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

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

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.

AGM 2010 – 20 October 2010

 

The 2010 STEP Ireland AGM will be held at the Merrion Hotel, 21 Upper Merrion Street, Dublin 2 on 20 October 2010 at 7.45pm.

The Branch would like to invite all members to a drinks reception following the Annual General Meeting.  Please note that a workshop on the Civil Partnership Act will be hosted by Paula Fallon, Richard Hammond, Hilary Coveney and Audrey Byrne at 6.30pm prior to the Annual General Meeting.

New Probate and Trust Essentials – Legislation and Practice Update 2010 – 30 September 2010

STEP in partnership with Law Society Professional Training will hold an essential training seminar to examine new legislative developments in core areas of probate and trust practice.  

A distinguished panel will address all questions and answers arising during the seminar. Probate, Conveyancing and Trust practitioners will find attendance at this seminar essential to equip them with the necessary skills and knowledge to address new legislation and the consequential practice changes which will impact on professional legal advice.

Date:   Thursday 30th September 2010
Time
:   2.00pm – 5.45pm
Venue
: Law Society, Blackhall Place
Fee
:     €196
Discounted Fee*:
€147

Speakers: Mrs Justice Mary Laffoy, Patricia Rickard-Clarke, Mary Condell and Paula Fallon.

Some of the topics covered:

Land and Conveyancing Law Reform Act 2009

  • New Drafting Essentials
  • Wills
  • Assents
  • Trusts
  • Variations of trusts

Dealing with the rule against perpetuities when drafting will trusts

  • New Trustees Roles, Duties and Powers, Should these be restricted?

Civil Partnership Bill 2009

Implications for Probate Practice and Law

  • How to protect an estate
  • Client care implications
  • Risk Management issues for solicitors in taking client attendances

Rights of Children and Spouses

  • Section 117, sub-section 3 of the Succession Act
  • Rights of married spouses and children as compared to civil partners and their children 

Mental Capacity Bill 2008

  • Capacity models
  • Existing Structures
  • Scheme of Mental Capacity Bill
  • Advance Care Directives

Trustee Bill 2010

  • Legislative Background
  • The Office of Trustee
  • Duties and liabilities of trustees
  • Powers of trustees to delegate functions
  • General powers of trustees
  • Powers of the court 

Nursing Home Support Scheme Act 2009

Practice Implications

  • Will drafting and estate planning
  • Personal representatives in the administration of estates
  • Wills and probate instruction/checklist/questionnaire under the new regime
  • Inland revenue affidavit 

Seminar on Revenue Audits – 23 June 2010

Julie Burke of J.M. Burke Solicitors will present on Revenue powers in the context of audits and investigations and she will cover the following items in her talk:-
 
Ø       Categories of Revenue Powers – audit, investigation and prosecution
Ø       Review of recent changes to legislation and Audit Code of Practice
Ø       Revenue’s requests for information
Ø       Different type of Revenue Interventions and resulting implications
Ø       Aiding and abetting
Ø       Legal issues and safeguards  

The presentation will take place on Wednesday 23 June at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.ubl

Details of all forthcoming events can be found on
https://www.step.ie/newsevents.phpin

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, PO Box 512, Ballsbridge, Dublin 4.

Julie Burke is principal of JM Burke Tax Solicitors andhas extensive specialist knowledge and experience of Revenue Law and the investigations process.   She is a Fellow of the Irish Taxation Institute and is well-known as a tax author and lecturer. Julie is the editor of the Irish Taxation Institute’s Irish Tax Review. She was a member of the Irish Government’s Revenue Powers Group and the Commission on Taxation.   She is currently a member of the Tax Administration Liaison Committee in relation to audits and other Revenue interventions.  

STEP Ireland Annual Conference 2010

The STEP Ireland Annual Conference will be held in the Radisson Hotel, Stillorgan Road, Dublin on 28 May 2010.

The theme is ‘New Developments and Trends for Trusts and Estates in 2010’.

Speakers and Topics will include:

  • Latest developments and trends in estate litigation – Robert Houghton SC
  • Law Reform in 2010 – Patricia Rickard-Clarke
  • Finance Act 2010 – Finola O’Hanlon
  • Dealing with debt in estates -legal and tax issues – John Gill and Amanda Comyn
  • Debt in estates – the banking perspective – Harry McIntyre

CLICK HERE to download the STEP Ireland Annual Conference 2010 brochure.

STEP Ireland would like to thank Rothschild for the sponsorship of the event.
Rothschild are the STEP Private Bank of the Year 2009/10.

Presentation on Irish Family Businesses and Succession Planning

JJ O’Connell of Plato Ireland will present on the “softer” issues associated with succession planning for family businesses.

The presentation will take place on Wednesday 21 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 €30 to Eddie O’Regan, AIB, Executor and Trustee Services, PO Box 512, Ballsbridge, Dublin 4.

The presentation will look at the importance of family businesses in the Irish economy as well as recognising that each family business is unique. The presentation will consider issues around business succession as well as other matters. It will also recognise that tax advisers, solicitors and accountants will often provide excellent solutions to the tax and legal issues which face their clients, however they may sometimes disregard the other “softer” issues which are impacting on the family and the business. These softer issues can be the most important in understanding the client’s requirements and devising solutions. A more holistic approach may need to be adopted by practitioners. The aim of the presentation will be to assist practitioners in identifying these key softer issues and how to manage them.

The Protection of Assets – Issues and Implications

This seminar on the legal and taxation issues of Asset Protection is run by STEP jointly with the Irish Taxation Institute.

The Seminar will take place in the afternoon of Thursday the 26th November 2009 from 4 p.m. until 6 p.m. in the Irish Taxation Institute, Longboat Quay, Grand Canal Harbour Dublin 2.

The cost of the seminar is €120 and it counts for 2 hours CPD.

The speakers are: Dearbhla Cunningham, BL; Aileen Keogan, Solicitor and Tax Consultant; and Monty Raphael, Peters and Peters in London

The Seminar will deal with the following issues:

  • The types of situations where assets are protected
  • How assets are protected: the use of companies, trusts and transfers to relatives
  • What assets are most suitable for protection
  • The effect of protection in each case
  • Jointly held assets
  • Charged assets
  • The charges that arise on creation of the protective structure
  • The effect of the protection on administering assets
  • Charges arising on releasing the protection
  • Personal insolvency: a threat to asset protection
  • Insolvency: Companies and individuals
  • Liquidation: the procedures; personal liability for directors; Guarantees
  • Bankruptcy: the procedures; the family home
  • Asset Protection – A UK perspective
  • Asset protection – an idea that has had its day?
  • The drive for transparency
  • Current HMRC practice?”

To book the seminar, go to the Irish Taxation Institute’s website http://www.taxireland.ie