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Inheritance Planning

This course explains what you need to know if you’re thinking of making a will and what will happen if you don’t. Clear, non-legalistic language is used to explain how you can use your will to protect your children, provide for your dependants and save tax. Participants do not need any legal knowledge and the emphasis is on up-to-date legal knowledge and practical problem-solving. This topic is also available in Public Information Presentation form.

Aim: Achieve a working knowledge of the laws governing inheritance

On completion participants will be able to:

  • Explain why and how to make a will
  • Outline the rules governing testacy and intestacy
  • Explain range of options available to will-makers (appointing guardians, trustees, leaving life interests, right of residence, conditional bequests etc)
  • Outline the role of executor/administrator in taking out probate
  • Outline the role of testamentary witness, guardian, trustee etc
  • Synopsise the inheritance rights of the family
  • Highlight changes in tax law
  • Suggest relevant tax planning options
  • Explain the legal position of ‘living wills’
  • Refer to relevant advisory, information and support agencies.

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Coming Up

A Public Information Presentation entitled ‘Making a Will won’t kill you’ is to take place in Beara, County Cork at Eyeries National School at 7.30pm on Tuesday 23 February 2016. Hosted by Eyeries NS Parents’ Association and delivered by Anne O’Carroll of Cascade Training Consultancy, this jargon-free presentation gives practical tips on how to make a will, what happens if you don’t and how best to provide for your loved ones, avail of tax breaks and ensure peace of mind. This event is a fund-raiser for the school and is open to all, but parents of young children or other dependents are particularly encouraged to attend. There will be a Question & Answer session afterwards and handouts will be provided.

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Department of Social and Family Affairs

Opens our minds to problems and reminds us to slow down.

Cork

I found our two instructors were very informative in a relaxed atmosphere. They kept our attention throughout the day.

Dublin

An informative and valuable course for all grades, and can help in our everyday life both in and out of the office. A non-‘stuffy’ course. Made us feel at ease.

Waterford

We are dealing with more and more people who have a poor command of the English language. The course helps to convey to you how customers may feel. Helps you to choose your words more carefully or simply, and deal with stress.

Dublin

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