Appleby and STEP Bermuda draw top overseas barristers for trust litigation seminar

30 May, 2013

Appleby will co-sponsor a seminar with the Society of Trust and Estate Practitioners Bermuda branch (“STEP Bermuda”), and Baker & McKenzie and XXIV Old Buildings on Thursday 6 June.


Risky Business – A Trust Litigation Seminar’ will be held at Appleby’s Bermuda office and will focus on risk management issues with featured speakers Baker & McKenzie Partner Anthony Poulton and Associate Gemma Willingham, XXIV Old Buildings Barristers’ Elspeth Talbot Rice QC, Stephen Moverley Smith QC and Andrew Holden, along with leading trust lawyers STEP Bermuda Chairman Randall Krebs and Appleby Counsel Keith Robinson.


Delegates comprised mainly of STEP Bermuda’s membership — including trust professionals, lawyers, private bankers, investment brokers, accountants and family office managers — are expected to attend on 6 June to discuss risk factors affecting the trust industry. 


Keith Robinson (pictured), Counsel in Appleby’s Litigation & Insolvency department, said: “We’re pleased to be able to host such high calibre speakers with international expertise here in Bermuda, each of whom will facilitate in-depth discussions around current risk issues affecting our industry. All of the presenters are highly-respected in their legal practices which include advising in respect of large international trust disputes and re-organisations, commercial litigation and insolvency, banking and finance, partnership and charities.”

 ‘Risky Business’ seminar topics include:

  • Exoneration, firewalls and other risk management tools for trustees
  • Family dynamics, using family constitutions and corporate governance for family trading companies
  • The impact of family and divorce disputes on trusts
  • Creditors’ attacks on trusts and their assets to satisfy claims and judgments against settlors or beneficiaries
  • Fixing historical mistakes


Other speakers facilitating breakout sessions on 6 June are Appleby’s Private Client & Trusts team members Partner Vanessa Schrum, Counsel Michael Mello QC, Senior Associate Naresh Chand and Associate Caljonah Smith.


Vanessa Schrum, Appleby Partner who will be part of the discussion on using family constitutions and corporate governance for family trading companies, commented: “Bermuda has a formidable reputation as being one of the premier offshore jurisdictions in which to develop trust structures. Staying on top of recent developments in the trusts and private client practice area and staying competitive as a jurisdiction is what drives our business. With representatives from Baker & McKenzie, XXIV Old Buildings and Appleby providing insightful and practical commentary, this is an event not to be missed by trust practitioners.”

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