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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Distinctions

La satisfaction du client

Clients clés

  • The Estate of Hung Wen-Hsiung

Points forts

  • 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.

Avocats

Les grands avocats du marché

Avocats associés reconnus parmi les leaders du marché par leurs pairs et leurs clients, régulièrement présents dans les grands dossiers dans lesquels ils sont au premier plan.

Les grands avocats de demain

Jeunes associés disposant d’une reconnaissance montante sur le marché, jouant régulièrement un rôle clé dans des dossiers majeurs.

Meilleurs collaborateurs

Jeunes avocats collaborateurs ou counsels qui se distinguent régulièrement par leur présence dans des dossiers importants du marché, et qui sont identifiés par le marché comme de jeunes talents à suivre.

Responsable de la pratique

Vanessa Schrum; Nicola Bruce; Sam Riihiluoma

Autres avocats clés

Caljonah Smith