Category Archives: WILLS & SUCCESSION PLANNING

wardship in Ireland

What is wardship discharge

This article is reviewed and approved by Peter O’Connor & Son LLP. Wardship discharge is the legal process through which an existing Ward of Court is released from the old wardship system. Following discharge, new arrangements may be put in place depending on the person’s circumstances and capacity needs. This may involve: Decision-Making Assistance Agreements […]

WARDHIP CHANGES EXPLAINED

Wardship discharge changes in Ireland: what families need to know

This article is reviewed and approved by Peter O’Connor & Son LLP. The legal framework surrounding wardship in Ireland has changed significantly in recent years. With the introduction of the Assisted Decision-Making (Capacity) Act 2015, Ireland is moving away from the traditional wardship system towards a more modern and rights-based approach to decision-making. For many […]

Legal document graphic highlighting codicil to a will in Ireland

Codicil to a will in Ireland: What it means and why you might need one

This article is reviewed and approved by Katie Reddin, Solicitor, Peter O’Connor & Son LLP. At Peter O’Connor & Son Solicitors, we often meet clients who have made a valid will in the past but now need to update it. Perhaps they want to change their executor, update a gift or remove a beneficiary. In […]

Banner for inter vivos tax-efficient asset transfer guide in Ireland

Tax-Efficient Asset Transfers (Inter Vivos) in Ireland

This article is reviewed and approved by Paul Murran, Managing Partner, Peter O’Connor & Son LLP. Inter vivos transfers are asset transfers made during your lifetime, offering a strategic way to manage wealth and reduce tax obligations. Common assets include property, cash, shares, or personal valuables, often gifted to family members. In Ireland, the recipients […]

Understanding the annual Small Gift Exemption in Ireland

This article is reviewed and approved by Paul Murran, Managing Partner, Peter O’Connor & Son LLP. The annual Small Gift Exemption (SGE) is a simple yet powerful tool in Irish tax planning. The annual SGE permits an individual to gift up to €3,000 per year to any recipient, completely tax-free. There is no limit to […]

Decision-Making Representation Order (DMRO) Ireland – appointing a decision-maker under the Mental Health Capacity Act

Mental Health Capacity Legislation

This article is reviewed and approved by Paul Murran, Managing Partner, Peter O’Connor & Son LLP. A decision-making representation order made to the circuit court is an application by an individual to have a specific person appointed to make decisions for and on behalf of another. It is the highest level of tiered support available […]

Legal expert advising on Advance Healthcare Directive in Ireland

Advance Healthcare Directive

An Advance Healthcare Directive (AHD) is a legal document that outlines an individual’s preferences and instructions for medical treatment in case they become unable to communicate or make decisions due to illness or incapacity. Contact us to book a consultation to guide you through the process of tailoring Advance Healthcare Directive to your needs.

Legal consultation on Advanced Healthcare Directives in Ireland

Healthcare Directives: Planning for Your Future

They came in under the Mental Health Capacity Act 2015, and they are a very valuable document and one worth considering in terms of your own succession planning. Definition and Purpose of Advanced Healthcare Directives An advanced healthcare directive is a legal document which sets out your will and preference with regard to any health […]

Person reviewing legal documents for a trust or settlement agreement

In-Depth Insights into Settlements & Trusts

Settlements and Trusts serve as powerful tools in estate planning, asset protection, and tax management. Their popularity continues to rise as individuals seek efficient ways to secure their wealth and pass it on to future generations. To embark on this journey, it’s crucial to grasp the fundamentals. What Are Settlements and Trusts? At its core, […]

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