Associates

Owen Burke - Associate

Owen is an Associate Solicitor, Trust and Estate Practitioner and Chartered Tax Adviser in the Private Client team at Hayes Solicitors.

He specialises in Wills, Probate, Succession and Tax Planning and Enduring Powers of Attorney. He qualified as a solicitor in 2011 with a large Dublin law firm and then gained significant probate experience with another mid-sized Dublin firm before joining Hayes Solicitors in 2020.

He is a full member of the Society of Trust and Estate Practitioners (STEP) having come first in Ireland in the Diploma in Trusts and Estates in 2014. He is a member of the STEP Ireland committee and the Dublin Solicitors Bar Association Probate and Taxation Committee. He qualified as a Chartered Tax Adviser in 2018 having completed the Irish Taxation Institute exams. He acts as a consultant to other solicitors’ firms in relation to private client matters.

Expertise

Owen is an Associate Solicitor, Trust and Estate Practitioner and Chartered Tax Adviser in the Private Client team at Hayes Solicitors.

He specialises in Wills, Probate, Succession and Tax Planning and Enduring Powers of Attorney. He qualified as a solicitor in 2011 with a large Dublin law firm and then gained significant probate experience with another mid-sized Dublin firm before joining Hayes Solicitors in 2020.

He is a full member of the Society of Trust and Estate Practitioners (STEP) having come first in Ireland in the Diploma in Trusts and Estates in 2014. He is a member of the STEP Ireland committee and the Dublin Solicitors Bar Association Probate and Taxation Committee. He qualified as a Chartered Tax Adviser in 2018 having completed the Irish Taxation Institute exams. He acts as a consultant to other solicitors’ firms in relation to private client matters.

Experience

  • Drafting tax efficient Wills and trusts for high net worth individuals to ensure tax efficiency.
  • Advising families on tax efficient wealth transfers and Capital Acquisitions Tax reliefs such as business property relief and agricultural relief.
  • Administration of estates and trusts, including those comprising multi-jurisdictional assets and beneficiaries, including extracting Grants of Representation, filing of Capital Acquisitions Tax returns, preparation of estate accounts and distribution of assets to beneficiaries.
  • Providing succession planning advice to parents regarding transfer of investment properties to their children in a tax efficient manner.
  • Advising on contentious issues arising in estates.
  • Extracting Irish Grants of Representation for foreign lawyers dealing with Irish located assets.
  • Drafting and registration of Enduring Powers of Attorney and advising attorneys on their role.
  • Advising on advance healthcare directives
  • Extensive property experience in both residential and agricultural property including executor sales, sales on behalf of Wards of Court, transfers of property following family law settlements, re-mortgages and first registration applications in the Land Registry.

Qualifications/Education

  • Chartered Tax Adviser, Irish Taxation Institute, 2018
  • Trust and Estate Practitioner, Society of Trust and Estate Practitioners / Law Society of Ireland, 2014
  • Advanced Certificate in Credit Union Practice, University of Ulster, 2012
  • Professional qualification as a Solicitor, Law Society of Ireland, 2011
  • Specific Purpose Certificates in Animal and Crop Production and Farm Business, Teagasc / FETAC, 2007
  • Master of Laws (LL.M), Trinity College Dublin, 2007
  • Bachelor of Laws (LL.B), Trinity College Dublin, 2006

Memberships

  • Law Society of Ireland
  • Dublin Solicitors’ Bar Association (member of Probate and Tax committee)
  • Society of Trust and Estate Practitioners (member of STEP Ireland branch committee)
  • Irish Taxation Institute

Other

  • Lecturer and Workshop Tutor for Diploma in Trusts and Estates (2016 – 2019)
  • Contributor to radio programmes on wills and succession planning
  • E-zine and blog articles on CAT reliefs, Local Property Tax, witnesses for Wills, listing of assets in Wills and Section 117 challenges by children.
  • Contributor to in-house CPD lectures on private client matters for accountancy body and solicitor colleagues.
  • Board member of Meath Accessible Transport Project CLG (2010 to date)