A wide range of contentious and non-contentious trust matters fall within the strong remit of the private client and trusts team at Appleby. Its expertise extends across the establishment, administration, restructuring, and termination of a variety of trusts, including private, charitable, purpose, and commercial. Other areas of expertise for the department span advising on international estate planning for high-net-worth individuals and their families, trustee and beneficiary-related issues, and international wills. Sam Riihiluoma heads up the trusts dispute practice, which oversees high-value litigation and court approved restructurings. Vanessa Schrum co-heads the trusts group alongside Nicola Bruce, who joined the team from Collas Crill. Schrum is noted for her extensive expertise in assisting clients with non-contentious issues that often involve cross-jurisdictional matters, and Bruce has a particular interest in charitable and philanthropic trusts, as well as private family trusts. Counsel Caljonah Smith is notable for advising on wills, enduring powers of attorney, and heath care directives. Previous practice head Hannah Tildesley  joined Walkers in December 2023.
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Auszeichnungen

Mandantenzufriedenheit

Kernmandanten

  • The Estate of Hung Wen-Hsiung

Highlight-Mandate

  • Acting for the Estate of Hung Wen-Hsiung in proceedings concerning whether certain trusts were invalid and whether they were true trusts under Bermuda law.

Anwält*innen

Führende Partner*innen

Die stärksten Partner*innen ihres Praxisbereichs, die eine führende Rolle in signifikanten Mandaten einnehmen und weitreichende Anerkennung unter Wettbewerbern und Mandanten genießen.

Partner*innen der nächsten Generation

Juniorpartner*innen, die im Markt von Mandanten und Wettbewerbern anerkannt werden und in einigen Mandaten eine Schlüsselrolle einnehmen.

Führende Associates

Führende Associates sind regelmäßig an zentralen Mandaten des Teams beteiligt und erhalten positives Feedback von Wettbewerbern oder Mandanten.

Praxisleitung

Vanessa Schrum; Nicola Bruce; Sam Riihiluoma

Weitere Kernanwält*innen

Caljonah Smith