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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
Dealing with Debt and New Rights for Cohabitants and Civil Partners are two dynamic, half-day workshops taking place in Dublin City Centre on Weds 14 March.
Health Service Executive (HSE)
‘Well-presented course. Facilitators were knowledgeable, good examples, and were fun. Thank you. Really enjoyed the day – has made me think more about how I talk with people who do not speak English. Has given me very useful tips that I can use in profession/job.’
Tallaght
‘Day went very fast. Helps to refocus on what is required by me to improve my communication with non-native speakers in our staff. Really helpful! A great day. Enjoyable and worthwhile; an eye-opener.’
Cherry Orchard, Dublin
‘Very effective at promoting awareness of our presumptions about another’s understanding.’ ‘Extremely important to all front-line staff.’
Tallaght
‘Course would be highly relevant for all admin/reception staff as well as all professional grades. Examples and comparisons helped to relate the specific skills to real life. Especially like the diversity of activity – lots of interactive exercises. Well done – a lot packed in.’
Tallaght