Aim and Objectives
The aim of this seminar is to provide general practitioners with an overview of recent and on-going developments in probate, administration and taxation practice from a practical perspective. Topical issues of concern and interest will be covered in this comprehensive probate update. The seminar is designed in collaboration with STEP and the Taxation Committee and the Probate, Administration of Estates & Trusts Committee of the Law Society.
Topics and Issues to be covered
- 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
Catherine Duggan BL
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
Andrea McNamara 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
Clodagh 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.
Tom Martyn, McDermott, Creed & Martyn Solicitors
Tom graduated in 1988 from NUI Galway with a degree in Economics and Law and qualified as a solicitor in 1991. In 2001 he qualified as a Tax Consultant. Tom is a Partner in McDermott, Creed & Martyn Solicitors, based mainly in the Sligo office but also in the Dublin office. Tom is an Associate of the Institute of Taxation in Ireland. His areas of expertise are Commercial Conveyancing, Tax Planning and Probate. He is a past Chairman of the Law Society Taxation committee and the Probate and Trusts Committee. He is a member of the TALC Audit Sub-Committee, a liaison committee between the Revenue Commissioners the Law Society and the Taxation and Accountant professional bodies.
Kevin Fidgeon, Probate Officer
Kevin Fidgeon 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.
HOW TO BOOK
* Applicable to Law Society Finuas Skillnet members