STEP (The Society of Trust and Estate Practitioners) is a global professional body comprised of lawyers, accountants, trustees and other practitioners who help families plan for their futures. The conference provides an opportunity for those in the industry to immerse themselves in cutting-edge insights and expert perspectives.
Our trusts legal experts from our Private Client & Trusts and Dispute Resolution departments attending the conference include Partners Nicola Bruce and Sam Riihiluoma, Senior Counsel Vanessa Schrum, Counsel Caljonah Smith, Senior Associate James Sellick, Associate Luisa Olander, and Latin America expert Eduardo Fox, along with Jason Green from Appleby Global Services (AGS), Director of Private Wealth and Advisory.
Private Client & Trusts Partner Nicola Bruce will also be speaking on the 16 October panel, ‘Top of the Pops – review of top trust cases’, with other industry experts. Nicola has a wealth of experience in offshore private client work, and has acted for some of the world’s highest net-worth international families on complex matters including the establishment, amendment and restructuring of trusts. Her experience also includes charitable, philanthropic and pension and employee benefit trusts, and she has acted as director of high-value trust and holding companies. She also has extensive experience of trust litigation. Additionally, Nicola has advised the Bermuda government on new trust laws, and is author and co-author of various textbook chapters on Bermuda private client matters.
Nicola commented “It is an honour to be asked to speak at the STEP Bermuda Conference, which will be attended by some of the leading minds in the global private wealth sphere. The conference provides a wonderful opportunity for Bermuda to showcase its status as a premier offshore trusts jurisdiction and for me to discuss some themes which the team at Appleby has encountered in a busy year in our private client and trust litigation practice.”
John Wasty, Partner and Head of Dispute Resolution in Bermuda, commented “Appleby is pleased to be an ongoing sponsor and supporter of STEP Bermuda, an important event in the private client and trusts calendar, and that our team of leading private client lawyers and litigators will have the opportunity to meet other specialists in the field to discuss the issues arising in the ground-breaking caseload of trusts and estate matters which we work on day to day.”
