This live event will provide financial advisors with a practical overview of estate planning in Ireland, with a focus on wills, trusts, and client protection. Elaine will cover common scenarios encountered in practice, including capacity concerns, family dynamics, and safeguarding client intentions. This event will also highlight how advisors can work effectively with solicitors to ensure clients’ affairs are properly structured and future-proofed.
Real-life examples will be used to demonstrate key issues and practical solutions, enabling attendees to identify risks early and guide clients appropriately.
Event Highlights
- Importance of estate planning in financial advice
- Drafting and structuring wills in practice
- Use of trusts in estate planning
- Capacity considerations and the Assisted Decision-Making framework
- Enduring Powers of Attorney and advance healthcare directives
- Identifying and managing risk in client instructions
- Working effectively with legal advisors
Elaine Byrne
Elaine enrolled with the Law Society in 2008, trained and worked in the largest law firm in County Meath gaining a wide range of experience in private client services, in particular probate, wills related conveyancing, litigation and court work. Elaine is recognised as one of the leading practitioners nationally in this area, winning Lawyer of the year for Dublin and Leinster in 2021. She is a regular contributor to the Claire Byrne radio show on rte. In addition she speaks on the topic on local radio to include LMFM and midlands 103.
Elaine is also a regular contributor to national print media, writing articles for the Sunday Independent, Business Post, Westmeath Topic, Meath Chronicle.
LIA Members: Free
Non-LIA Members: €35.00