STEPHENSON SOLICITORS’ 32nd SEMINAR
“STRANGER IN A STRANGE LAND”
DATE: Friday, 17th November 2017 VENUE: Westbury Hotel, Dublin 2
TIME: 9.15 am to 5.15 pm FEE: €390.00 including Lunch
Reduction of €45 for Newly Qualified Solicitors and Group Bookings
The Seminar will cover a wide range of topics, including, but not exclusively:
Updates, including;
S117 - all is changing- it’s to be applied to intestacies / not to be based on “moral duty”, is the time limit to be extended and the duty of the LPR to a child/dren?
Probate Practice - binding wills the new requirements for the CA24 and time delays.
Case Law - Henchley & Ors v Thomson (2017), Dawson-Damer & Ors v Talbot Wessing (2017) - who gets trustee accounts/access under Data Protection? Joseph V Farrer & Co (2017) -how to balance the client’s wishes versus his best interests re costs: Heeney, John v Depuy International Limited and Health Service Executive and re section 90: Black, Maureen v Ann O'Sullivan Centre Limited and ors.
Revenue- new CAT Tax Appeal Commissioners cases in general, cases re the 4 year rule, eBriefs -Business Relief No. 59/1708 June 2017 and Filing and Paying Stamp Duty No. 58/17.
Budget 2018
· Foreign Enduring Powers of Attorney – how same can apply here.
· Mind your Irish back- the Solicitor/Agent and foreign legal personal representatives and or beneficiaries.
· Cross Border - assets in Northern and Southern Ireland.
Testate succession- two possibilities; one will covering assets in both jurisdictions or two wills , one for each jurisdiction.
Intestate succession – yes, it’s different in Northern Ireland- which intestate rules apply?
What claims can an aggrieved person in NI versus in Southern Ireland ?
How is the estate taxed?
· Succession Act Rights- Northern Ireland is a foreign jurisdiction!
· Intestate succession for Scotland & England and Wales Northern Southern Ireland: comparison charts
· Foreign Grants and Irish assets – can such a grant simply be resealed here? How to process same with precedent letters to the foreign solicitor, powers of attorney, oaths and bonds.
· Foreign Wills – who is entitled to extract the grant here what’s needed to prove formal validity?
· Where the foreign will is in another language, what is required, with precedent Affidavits of Law and Oaths?
· Foreign and Irish wills- the relationship between same - which trumps the other?
· What is “foreign” for the purposes of the Probate Office’s “little black box”?
· When does domicile still matter for tax - Irish domiciled deceased with foreign assets/foreign domiciled deceased and foreign assets and Irish beneficiaries?
· Drafting a will for any client who has ever lived, worked or married abroad or who has acquired any property in a foreign country – what to consider? Brussels IV.
· The tax implications where Irish clients have foreign assets/companies/foreign spouses/civil partners/or beneficiaries with “handy” charts and practical examples of how to deal with US and UK assets.
· The spouse’s/ civil partner’s legal right share/ appropriation under S 56 and a child’s right re s S117 applications where there are worldwide assets and recent judicial decisions.
· Foreign Divorce – what’s the effect here?
· The Secretary of the Law Society’s PAT Committee informs us what regulations it would especially like to draw to our attention.
Our speakers are:
Anne Stephenson and Una Burns, Stephenson Solicitors, Padraic Courtney, Law Society, Annette O’ Connell, Probate Officer, Finola O’ Hanlon, O’Hanlon Tax, Teresa Pilkington SC and Derek Ryan, Smith and Williamson,
Booking Form: 6 CPD hours apply (4 General, 1 Management and 1 Regulatory Matter)
Return this form with a cheque made payable to Stephenson Solicitors, 55 Carysfort Avenue Blackrock, Co. Dublin. Tel: 01-2756759. If a cancellation is received in writing by the 30th October 2017 it will be accepted and a refund given, subject to an administration fee of €50.00. In the event of a cancellation after this date the attendance fee is non-refundable. Although it is hoped to be avoided, the right to substitute speakers, change timing, topics or venue is reserved.
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