Wills & Estate Planning

There are only two things certain in life, death and taxes, and the former gives rise to the latter! In the present day of high taxation, every married person; civil partner or property owner has a moral obligation to make a Will, not only to provide for dependants, but to do so in a tax efficient manner.

Our Firm has expertise in trusts and Estate planning, our Principal holding a Diploma in Estate Planning and a member the Society of Trust and Estate Practitioners (STEP). This is a unique professional body providing its members with education and training in areas of trusts and estates, executorship, administration and related taxes. Members are qualified to advise clients on the broad business of the management of personal finance. STEP Ireland is comprised of some of the most experienced and senior Trust and Estate practitioners. In addition to our comprehensive will drafting service, we advise on a variety of estate planning issues including the use of trusts as a tax efficient, controlled mechanism for passing assets the next generation. We can advise you on transferring the Family Farm or Business, whether by lifetime gift or by your Will as an inheritance. Our Website news will keep our clients advised of any changes in the law that may affect the tax liability of your estate.

There is a Wills brochure to download. Making a Will

In addition to our STEP affiliation, our firm has a particular interest in legal issues affecting the elderly, including the preparation of Enduring Powers of Attorney or the appointment of an attorney under the Nursing Home Support Scheme. If you live alone, and feel that your beneficiaries may not be familiar with your financial affairs, you can complete a confidential personal assets list to be placed with your Will, or if you already have a Will made, you can download this record and place it with your other records.

Please download a Personal assets record: Personal Assets Record

Please contact us if you need advice on:

  • Wills and estate planning
  • Trust formation
  • Family partnerships
  • Powers of attorney including enduring powers of attorney
  • Re-organisation and transfer of family business or Farm
  • Administration of estates
  • Administration of trusts
  • Contentious trust and probate issues
  • Beneficiary rights in relation to estate or Trusts