1st December 2016 at Riddel Hall, QUB (Please tick your choice) … · 2016-10-17 · Booking both...

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The Northern Ireland Branch of the Society of Trust and Estate Practitioners (STEP: NI) invites you to two invaluable seminars for private client practitioners. The Testamentary Capacity seminar focuses on a vital issue relating to elderly clients in a practical and informative session, whilst the Property Law seminar provides the Compulsory Conveyancing Group Study CPD requirement for private client lawyers. Booking both seminars is even better value and provides an essential part of your annual continuing professional development programme. Seminar Information Property Law Testamentary Capacity Two Seminars For Private Client Practitioners DATE: Thursday 1st December 2016 TIME: 2.30pm – 8.30pm PLACE: Riddel Hall, 185 Stranmillis Road, Queen’s University, Belfast COST: £95 per event (£75 for members of STEP) £160 (£120 for members of STEP) if booking both seminars CPD ALLOCATION: Solicitors: Total 5.5 hours. Property Law Seminar covers 3 hours Compulsory Conveyancing Group Study. This event should qualify for CPD purposes for other professional bodies.

Transcript of 1st December 2016 at Riddel Hall, QUB (Please tick your choice) … · 2016-10-17 · Booking both...

Page 1: 1st December 2016 at Riddel Hall, QUB (Please tick your choice) … · 2016-10-17 · Booking both seminars is even better value and provides an essential part of your annual continuing

The Northern Ireland Branch of the Society of Trust and Estate Practitioners (STEP: NI) invites you to two invaluable seminars for private client practitioners.

The Testamentary Capacity seminar focuses on a vital issue relating to elderly clients in a practical and informative session, whilst the Property Law seminar provides the Compulsory Conveyancing Group Study CPD requirement for private client lawyers.

Booking both seminars is even better value and provides an essential part of your annual continuing professional development programme.

Seminar Information

Property Law Testamentary Capacity

Two Seminars For Private Client Practitioners

Your Reservation Details

Your Reservation.. Please post, phone or email to:

STEP: Northern Ireland, PO Box 415, Lisburn, BT28 9EE

Email: [email protected] Telephone: 028 92 640257

DATE: Thursday 1st December 2016

TIME: 2.30pm – 8.30pm

PLACE: Riddel Hall, 185 Stranmillis Road, Queen’s University, Belfast

COST: £95 per event (£75 for members of STEP) £160 (£120 for members of STEP) if booking both seminars

CPD ALLOCATIOn: Solicitors: Total 5.5 hours. Property Law Seminar covers 3 hours Compulsory Conveyancing Group Study. This event should qualify for CPD purposes for other professional bodies.

Please reserve _______ place(s) on 1st December 2016 at Riddel Hall, QUB (Please tick your choice)

Property Law: Cost: £95 per person or £75 (STEP Members)Testamentary Capacity: Cost: £95 per person or £75 (STEP Members)Both Seminars: Cost: £160 per person or £120 (STEP Members)

STEP Membership number

name(s)

Address

Tel

DX

Email

Please indicate any special dietary or access requirements. Cancellations are non-refundable but bookings may be carried forward to a subsequent event. If an event is cancelled by STEP:NI a full refund will be made.

STEP:nI would like to keep you updated via email on future events which may be of interest to you. If you do not wish to receive further information please tick this box

Payment method Cheque made payable to: STEP northern Ireland

Please issue invoice to:

Page 2: 1st December 2016 at Riddel Hall, QUB (Please tick your choice) … · 2016-10-17 · Booking both seminars is even better value and provides an essential part of your annual continuing

PROPERTy LAw - COnvEyAnCIng UPDATE SEMInAR

2.00 – 2.30pm Registration and Coffee

2.30 – 3.15pm Nil Rate Band for Residential Homes

Conor Wylie TEP: Millar McCall Wylie Solicitors

3.15 – 3.35pm Refreshment Break

3.35 – 4.35pm The Conveyancing Process in Ireland

Joe Ritchie: Donal M. Gahan, Ritchie & Co Solicitors, Dublin

4.35 – 5.20pm Developments in Domestic Conveyancing: recent changes

& the requirements of the Home Charter Scheme & the CML

David Gaston: Solicitor

5.20 – 5.50pm The Settled Land Acts for Dummies

Sheena Grattan BL, TEP

5.50 – 6.30pm Buffet Supper

TESTAMEnTARy CAPACITy SEMInAR

6.30 – 7.15pm Testamentary Capacity in the Courts - The Current Legal Landscape

Sheena Grattan, BL, TEP

7.15 – 8.00pm Testamentary Capacity – the Expert’s Perspective

Dr Stephen Best, Consultant Psychiatrist

8.00 – 8.30pm Testamentary Capacity in Practice with an Ageing Population.

Case Studies and Panel Discussion with particular emphasis on

borderline cases

Michelle Edgar, John Ross & Son; Linda Johnston TEP,

Francis Hanna & Co; Julie Ann Osborne TEP, Stewarts Solicitors

Speakerss

A Consultant Psychiatrist specialising in the practical and expert examination of mental capacity.

A solicitor in practice since 1986 and with the firm of John Ross and Son Solicitors LLP of Newtownards since 1987. She has been a partner in that firm since 1991 and whilst her earlier experience focused upon matrimonial law and litigation, she has for many years now practiced in the field of elderly client care and conveyancing.

A Law graduate of QUB who qualified as a solicitor in 1978. He has now retired from practice but maintains an interest in Social, Family and Commercial Mediation and does some teaching for the Law Society, the IPLS and the University of Ulster in a variety of subjects including Arbitration, Mediation, Conveyancing, Accounts and Client Care.

A practising barrister in Northern Ireland (having previously been a Senior Lecturer in Property Law at QUB). Her practice is primarily in Wills, Probate, Trusts and associated Taxation, including all aspects of Contentious Estates Disputes. She is the author of Succession Law in Northern Ireland (SLS), Testamentary Negligence (SLS), Practical Will Drafting (SLS) and, with James Kessler, Drafting Trusts & Will Trusts in Northern Ireland (Bloomsbury) now in its 3rd edition. She is currently completing the 2nd edition of Aiken Practice Notes. She is a founding member of STEP Northern Ireland and Chair of its Education Sub-Committee and in 2012 was honoured with the STEP Founder’s Award for Outstanding Achievement. She is also an invited Overseas Member of the Chancery Bar Association of England and Wales and the Examiner for both Legal components of the Northern Ireland STEP Diploma.

A Partner with Francis Hanna & Co Solicitors heading their Chancery and Property Law Departments. With a particular interest in the assessment of mental capacity in the legal context, she specialises in issues affecting our ever growing older community and those with a learning disability. She was a founder member of Solicitors for the Elderly Ireland and served as a Director of Age NI for 6 years. As a CEDR accredited Mediator Linda mediates contentious probate matters and family property disputes.

A solicitor with Stewarts Solicitors Newtownards. Julie Ann deals with a range of Wills, EPA/Controllership, Probate, Inheritance Tax Planning and Conveyancing. She has recently completed the four STEP NI diploma exams (all with distinction) and has recently been admitted as a TEP. Julie Ann also sits on the STEP NI Committee.

The Principal in Donal M Gahan Ritchie and Co, a long-established legal practice in the heart of Dublin 2 with expertise in the area of conveyancing and probate. Joe qualified in 1998 and immediately set up in practice, initially as a partner with the late Donal Gahan and, since 2006, as a sole practitioner.

A Partner and the Head of Private Client in Millar McCall Wylie LLP Solicitors. Conor was admitted as a Solicitor in 1991 and qualified as a Chartered Tax Adviser in 1998 when he became an Associate of the Chartered Institute of Taxation and around which time he also became a member of STEP.

Dr Stephen Best

Michelle Edgar

David Gaston

Sheena Grattan TEP

Linda Johnston TEP

Julie Ann Osborne TEP

Joe Ritchie

Conor Wylie LLB CTA TEP

Programme

Page 3: 1st December 2016 at Riddel Hall, QUB (Please tick your choice) … · 2016-10-17 · Booking both seminars is even better value and provides an essential part of your annual continuing

PROPERTy LAw - COnvEyAnCIng UPDATE SEMInAR

2.00 – 2.30pm Registration and Coffee

2.30 – 3.15pm Nil Rate Band for Residential Homes

Conor Wylie TEP: Millar McCall Wylie Solicitors

3.15 – 3.35pm Refreshment Break

3.35 – 4.35pm The Conveyancing Process in Ireland

Joe Ritchie: Donal M. Gahan, Ritchie & Co Solicitors, Dublin

4.35 – 5.20pm Developments in Domestic Conveyancing: recent changes

& the requirements of the Home Charter Scheme & the CML

David Gaston: Solicitor

5.20 – 5.50pm The Settled Land Acts for Dummies

Sheena Grattan BL, TEP

5.50 – 6.30pm Buffet Supper

TESTAMEnTARy CAPACITy SEMInAR

6.30 – 7.15pm Testamentary Capacity in the Courts - The Current Legal Landscape

Sheena Grattan, BL, TEP

7.15 – 8.00pm Testamentary Capacity – the Expert’s Perspective

Dr Stephen Best, Consultant Psychiatrist

8.00 – 8.30pm Testamentary Capacity in Practice with an Ageing Population.

Case Studies and Panel Discussion with particular emphasis on

borderline cases

Michelle Edgar, John Ross & Son; Linda Johnston TEP,

Francis Hanna & Co; Julie Ann Osborne TEP, Stewarts Solicitors

Speakerss

A Consultant Psychiatrist specialising in the practical and expert examination of mental capacity.

A solicitor in practice since 1986 and with the firm of John Ross and Son Solicitors LLP of Newtownards since 1987. She has been a partner in that firm since 1991 and whilst her earlier experience focused upon matrimonial law and litigation, she has for many years now practiced in the field of elderly client care and conveyancing.

A Law graduate of QUB who qualified as a solicitor in 1978. He has now retired from practice but maintains an interest in Social, Family and Commercial Mediation and does some teaching for the Law Society, the IPLS and the University of Ulster in a variety of subjects including Arbitration, Mediation, Conveyancing, Accounts and Client Care.

A practising barrister in Northern Ireland (having previously been a Senior Lecturer in Property Law at QUB). Her practice is primarily in Wills, Probate, Trusts and associated Taxation, including all aspects of Contentious Estates Disputes. She is the author of Succession Law in Northern Ireland (SLS), Testamentary Negligence (SLS), Practical Will Drafting (SLS) and, with James Kessler, Drafting Trusts & Will Trusts in Northern Ireland (Bloomsbury) now in its 3rd edition. She is currently completing the 2nd edition of Aiken Practice Notes. She is a founding member of STEP Northern Ireland and Chair of its Education Sub-Committee and in 2012 was honoured with the STEP Founder’s Award for Outstanding Achievement. She is also an invited Overseas Member of the Chancery Bar Association of England and Wales and the Examiner for both Legal components of the Northern Ireland STEP Diploma.

A Partner with Francis Hanna & Co Solicitors heading their Chancery and Property Law Departments. With a particular interest in the assessment of mental capacity in the legal context, she specialises in issues affecting our ever growing older community and those with a learning disability. She was a founder member of Solicitors for the Elderly Ireland and served as a Director of Age NI for 6 years. As a CEDR accredited Mediator Linda mediates contentious probate matters and family property disputes.

A solicitor with Stewarts Solicitors Newtownards. Julie Ann deals with a range of Wills, EPA/Controllership, Probate, Inheritance Tax Planning and Conveyancing. She has recently completed the four STEP NI diploma exams (all with distinction) and has recently been admitted as a TEP. Julie Ann also sits on the STEP NI Committee.

The Principal in Donal M Gahan Ritchie and Co, a long-established legal practice in the heart of Dublin 2 with expertise in the area of conveyancing and probate. Joe qualified in 1998 and immediately set up in practice, initially as a partner with the late Donal Gahan and, since 2006, as a sole practitioner.

A Partner and the Head of Private Client in Millar McCall Wylie LLP Solicitors. Conor was admitted as a Solicitor in 1991 and qualified as a Chartered Tax Adviser in 1998 when he became an Associate of the Chartered Institute of Taxation and around which time he also became a member of STEP.

Dr Stephen Best

Michelle Edgar

David Gaston

Sheena Grattan TEP

Linda Johnston TEP

Julie Ann Osborne TEP

Joe Ritchie

Conor Wylie LLB CTA TEP

Programme

Page 4: 1st December 2016 at Riddel Hall, QUB (Please tick your choice) … · 2016-10-17 · Booking both seminars is even better value and provides an essential part of your annual continuing

The Northern Ireland Branch of the Society of Trust and Estate Practitioners (STEP: NI) invites you to two invaluable seminars for private client practitioners.

The Testamentary Capacity seminar focuses on a vital issue relating to elderly clients in a practical and informative session, whilst the Property Law seminar provides the Compulsory Conveyancing Group Study CPD requirement for private client lawyers.

Booking both seminars is even better value and provides an essential part of your annual continuing professional development programme.

Seminar Information

Property Law Testamentary Capacity

Two Seminars For Private Client Practitioners

Your Reservation Details

Your Reservation.. Please post, phone or email to:

STEP: Northern Ireland, PO Box 415, Lisburn, BT28 9EE

Email: [email protected] Telephone: 028 92 640257

DATE: Thursday 1st December 2016

TIME: 2.30pm – 8.30pm

PLACE: Riddel Hall, 185 Stranmillis Road, Queen’s University, Belfast

COST: £95 per event (£75 for members of STEP) £160 (£120 for members of STEP) if booking both seminars

CPD ALLOCATIOn: Solicitors: Total 5.5 hours. Property Law Seminar covers 3 hours Compulsory Conveyancing Group Study. This event should qualify for CPD purposes for other professional bodies.

Please reserve _______ place(s) on 1st December 2016 at Riddel Hall, QUB (Please tick your choice)

Property Law: Cost: £95 per person or £75 (STEP Members)Testamentary Capacity: Cost: £95 per person or £75 (STEP Members)Both Seminars: Cost: £160 per person or £120 (STEP Members)

STEP Membership number

name(s)

Address

Tel

DX

Email

Please indicate any special dietary or access requirements. Cancellations are non-refundable but bookings may be carried forward to a subsequent event. If an event is cancelled by STEP:NI a full refund will be made.

STEP:nI would like to keep you updated via email on future events which may be of interest to you. If you do not wish to receive further information please tick this box

Payment method Cheque made payable to: STEP northern Ireland

Please issue invoice to: