Gain expertise with Diploma in Trust and Estate Planning

The Diploma Centre and Society of Trust and Estate Practitioners (STEP) join forces once again to offer the in-depth Diploma in Trust and Estate Planning, commencing on 21 September.

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 trusts 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

The diploma is well-rounded and really gave me confidence in my knowledge and skills. All of the lecturers involved are experts in their areas and I found the content really interesting and practical. The balance between the academic merit of the topics and the practical application was especially noticeable. As a solicitor, I specialise in the area of trust and estate planning, and I still have copies of my study and lecture notes by my desk.

On a personal, level I think the course is an excellent way of meeting colleagues and forming relationships. It is also great to have the opportunity to connect with the practitioners who lecture on the Diploma. The connections I made through the Diploma are invaluable.
Jane O’Quigley | O’Connell Brennan LLP

Modules in 2024/2025

  1. Course introduction

  2. Introduction to taxation issues

  3. Lifetime and estate planning

  4. Trust drafting

  5. Administration of trusts

  6. Will drafting

  7. Administration of estates

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.

Make a booking

For further information visit the Diploma Centre page or contact the course leader, Riona Leahy.

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