Inheritance & Wills – Online Conference
Event Details
Free
Date and Time
Wed, 26 February 2025
10:00 - 11:30
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 9am on the morning of your event.
Event Details
Free
Date and Time
Wed, 26 February 2025
10:00 - 11:30
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 9am on the morning of your event.
Join IOB and Andrea McNamara, a director in Private Client law with EY Law Ireland, for this online conference. Andrea will walk attendees through the key aspects of inheritance and estate planning.
Most of us agree that we should have a will in place but how do we actually go about making one and what are the risks and real-life consequences of not having a will? The session will cover the common mistakes people make when drafting their will and will equip attendees with strategies for making one’s will as effective as possible.
Andrea will also discuss the effect of separation and divorce on your estate, as well as the position for unmarried partners on the death of their partner. The session is designed to empower attendees with the most pertinent and up-to-date information in this area and to inspire conversations that you should be having now with parents, partners, children and yourself.
There will be time allotted for member questions.
There is 1.5 CPD hours for the following designations:
QFA- (Life Assurance, Pensions and Savings and Investments only)
CPD Member- (Life Assurance, Pensions and Savings and Investments only)
Registered Stockbroker- (Life Assurance, Pensions and Savings and Investments only)
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Retirement Planning Professional
Andrea McNamara
Director, Private Client law, EY Law Ireland
Andrea McNamara is a director in Private Client law with EY Law Ireland. Andrea advises Irish and international individuals, families and family businesses in relation to all aspects of wealth planning, Wills, trusts and succession planning. She has extensive experience advising in relation to contentious trust and estate matters and on all aspects of charity law, from advising charitable bodies to advising individuals and corporates in relation to charitable giving.
Andrea is a solicitor and former barrister, a Chartered Tax Adviser (CTA) and a member of the committee of the Irish branch of the Society of Trust and Estate Practitioners (STEP). Andrea is a regular speaker and contributor to publications in her area of expertise.
