Half Day CPD Event – Waterford

Attendance at this in-person session awards 3 General CPD Points.

Every solicitor working in probate has dealt with estates that cross borders, tax obligations that span jurisdictions, or intestacy cases where identifying the rightful beneficiaries is anything but straightforward. This afternoon tackles all three.

Three experienced speakers will share practical guidance on the issues that regularly slow estates down - not in theory, but grounded in how these matters actually play out in practice.

Topics covered will include:

• Overview of Trusts and Taxation of Trusts - Overview of trusts and family partnerships in estate planning, including taxation and key structuring considerations.
• U.S.-Ireland estate taxation - domicile, treaty relief, IRS timelines, and common pitfalls
• Intestacy risk - beneficiary identification, administration challenges, and reducing exposure

Your Speakers

Andrea McNamara

"Overview of Trusts and Taxation of Trusts"

This session will provide a practical overview of the use of trusts in estate planning, with a particular focus on their taxation in Ireland. It will examine how discretionary trusts operate in practice, alongside the use of family partnerships as a tool for wealth transfer. The session will also address key structuring and compliance considerations, the advantages and limitations of different approaches, and the tax implications for both settlors and beneficiaries.

Stephen Casey

"Taxation between US and Irish Estates"

This session examines the key issues that arise where Irish estates have a U.S. connection, including domicile, U.S. assets, treaty relief, and IRS timelines. Stephen will provide practical guidance on navigating the U.S.–Ireland inheritance tax treaty, avoiding common probate pitfalls, and managing cross-border estate administration.

Padraic Grennan

"Intestacies: Risk Mitigation"

This session examines the key challenges in intestacy cases, including risk, administration, and beneficiary identification. Padraic will provide practical guidance on managing these cases efficiently, mitigating risk, and ensuring correct estate administration.

Together, this distinguished panel will share practical guidance and real-world perspectives designed to support practitioners working in probate and succession matters.

Event Venue & Nearby Stays

Viking Hotel Waterford, Cork Road, Waterford, Ireland

Concerts, fests, parties, meetups - all the happenings, one place.

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