Owen Burke

Associate Solicitor Trust and Estate Practitioner Chartered Tax Adviser

Owen Burke

Associate Solicitor

Biography

Owen is an associate solicitor and Trust and Estate Practitioner and Chartered Tax Adviser. 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 where he worked prior to joining Mullany Walsh Maxwells in 2018. 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.

Owen’s area of practice involves:

  • Drafting tax efficient Wills and trusts for high net worth individuals.
  • 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 extracting Grants of Representation, filing of Capital Acquisitions Tax returns, preparation of estate accounts and distribution of assets to beneficiaries.
  • Advising on contentious issues arising in estates.
  • Extracting Irish Grants of Representation for foreign lawyers
  • 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 sales on behalf of Wards of Court, transfers of property following family law settlements, re-mortgages and first registration applications in the Land Registry.

Owen has written articles and given presentations on wills and succession planning and has contributed to radio programmes on the topic. He has also lectured on the area of wills for the Law Society Diploma in Trusts and Estates.