About the course

The Diploma in Trust and Estate Planning has been designed by practitioners with specialist exposure to give a practical insight into key estate planning, legal and tax-based concerns for private clients in the area of trust and estates. The focus of the Diploma is to enable participants to advise clients on all aspects of the creation of wills, the operation of trusts, associated tax implications, and overall estate planning for clients. Practical in its approach, this course provides participants with real-life situations that practitioners face, and it gives real solutions to problems encountered.

What our past students say

“I have used the knowledge I gained from the Diploma in my everyday work as a litigator when advising clients in relation to contentious probate matters, and I am now a certified TEP practitioner and a member of STEP. In addition, I got to know many of the other students such that I now have access to a group of practitioners with whom I can collaborate to share knowledge in probate and trusts matters that arise in practice.”
Anthony Carmody, Partner, Carmody Moran Solicitors LLP

What will you learn?

On completion of this training programme, participants will be equipped with the knowledge to:

• Advise clients on the creation of wills, the operation of trusts, associated tax implications and overall estate planning;

• Highlight recent judicial decisions and legislative developments;

• Assess the impact of recent developments on practice and procedure;

• Develop their capacity for independent learning.

Our lecturers are drawn from solicitors, barristers, financial and other professionals with a variety of probate, tax and financial backgrounds. All lecturers are members of STEP Ireland and are experienced practitioners in the area of wills, probate, trusts, tax and estate planning generally. 

For further information on the course and application criteria, visit www.lawsociety.ie/diplomacentre or contact Riona Leahy, Solicitor by email: R.Leahy@LawSociety.ie.