Diploma in Trust and Estate Planning – gain expertise in probate and trust matters

17/06/2024 15:14:52

Application are open for our Diploma in Trust and Estate Planning commencing on 21 September.

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

This programme 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 trust and estates. The focus of the diploma course is to enable successful candidates 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

“I found the course not only useful for my work as a litigation solicitor but also highly enjoyable and extremely interesting. It challenged me in relation to areas of practice that I had little experience of previously, but the lecturers’ depth of knowledge ensured that students were guided through even the more complex areas of the law with great skill. I have used the knowledge I gained from the Diploma in my everyday work as a litigator when advising clients in relation to contentious probate matters and I am now a certified TEP practitioner and a member of STEP. In addition, I got to know many of the other students such that I now have access to a group of practitioners with whom I can collaborate to share knowledge in probate and trusts matters that arise in practice.”

Anthony Carmody, Partner, Carmody Moran Solicitors LLP

Modules in 2024/2025

  • Module 1: Course introduction

  • Module 2: Introduction to taxation issues

  • Module 3: Lifetime and estate planning

  • Module 4: Trust drafting

  • Module 5: Administration of trusts

  • Module 6: Will drafting

  • Module 7: Administration of estates

More information

For further information visit www.lawsociety.ie/diplomacentre or contact Riona Leahy, course leader and solicitor.