Offshore: Trusts - Bermuda
What the Team is Known For
Appleby advises on a broad range of trusts matters, including the structuring and administration of trusts, as well as their restructuring and termination. The firm also handles trusts disputes.
Strengths
"They have a diverse team of very capable lawyers that work seamlessly with each other. Their service levels are very good and, as a result, they are often in high demand."
"Vanessa and her team always are able to assist and find solutions to issues we have as trustees. They are experienced and knowledgeable in all trust matters relating to Bermuda."
Notable Practitioners
Vanessa Lovell Schrum leads the firm's private client and trusts practice in Bermuda and regularly advises high net worth individuals and institutions on the use of private and commercial trusts. "She gave clear concise advice. She is always very responsive and deals with clients and lawyers in very user-friendly, commercial and technical terms." "She is very knowledgeable and is on her A-game in terms of client service at all times. I love working with her and Vanessa would be my go-to for any high-value international trust matters in Bermuda." "One of Bermuda's leading go-to lawyers with a wealth of knowledge, experience and a wonderful ability to explain and deliver this in a practical and straightforward manner." "Vanessa is a very knowledgeable and demonstrates a genuine interest in whatever issue she is advising on."
Caljonah Smith is counsel in the private client and trusts team at Appleby. Smith handles advisory trusts matters, including trust formation and restructuring, and estate work. "Caljonah Smith has been very helpful on trusts. She is very responsive and I have complete confidence in her advice. She has always come up with responses quickly." "Caljonah Smith is a capable and rising force within the firm, has excellent service levels and is always able to deliver on time with quality advice."