Two solicitors from the private client team have passed the latest stage of the Society of Trust and Estate Practitioners (STEP) exams as part of achieving the prestigious internationally-recognised qualification.
Senior associate Clare King has completed her final exam, achieving a diploma to become a fully accredited Trust & Estate Practitioner (TEP), and associate Stephanie Dunderdale has completed two of the four exams required for the STEP diploma in Trusts & Estates. The exams relate to all elements of trust administration, both practical and theoretical, and involved six months of independent study and revision for each exam.
“The study and exams involved are extremely challenging and it has been a long haul to become fully accredited,” explains Clare. “However, it has been worth it to gain formal recognition of my expertise in this specialist field, giving clients the reassurance that they are working with a STEP qualified lawyer who has completed rigorous and detailed training in the area of private client law.”
Having recently moved to new offices in Elizabeth House on Queen Street, Clarion will also be hosting monthly lectures for STEP Yorkshire branch, this year’s lecture programme runs from September 2012 until June 2013. The lectures are usually attended by more than 50 members, but are also open to attendance by non-members, student members and other professional disciplines such as accountants, IFAs, family lawyers, charities and tax advisers.
Clarion’s growing private client team currently comprises eight dedicated lawyers who specialise in providing legal advice for clients and their families, including wills and probate matters, tax planning and wealth solutions as well as contentious probate and trusts.
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