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Regularly instructed by blue-chip trust institutions, Appleby’s ‘strong, commercial team provides an excellent service and great turnaround times. It is also very good technically’. The Bermuda private client and trusts practice is highly rated for its advice on trust law, including the establishment, administration, restructuring and termination of private, charitable, purpose and commercial trusts. Vanessa Schrum has extensive experience in a wide range of trust and estate planning matters, and is ‘extremely responsive, knowledgeable, practical and pleasant to deal with’; Keith Robinson focuses on high-value trust disputes, trust restructuring, and advisory work for trustees and other fiduciaries; he defended Estera Services (Bermuda), as trustee of four Bermuda trusts, against proceedings before the Supreme Court of Bermuda. Counsel Michael Mello QC and senior associate Ashley Fife are also highly rated.

Conyers Dill & Pearmanalways provides an excellent service to its clients and the firm has a very well-established private client team in Bermuda’. The practice has a long-established reputation for advising individuals, families and corporate clients, including trustees, on a broad range of issues involving inheritance structuring, private investment structures, inter-generational asset transfers, and the regulatory aspects of cross-border transactions. Global private client and trust head Alec Anderson, whose practice specialises in trust and estate planning for international private clients and advising professional trustees on trust law liability and trust structuring issues, is ‘an international all-round standout, who combines a charming manner with very considerable technical expertise and a profound understanding of the needs of international clients’. Peter Pearman has particular expertise in local Bermuda taxation and the use of trusts during asset finance transactions; Craig Macintyre is ‘sophisticated, charming and a brilliant lawyer’; and Helen Cooper is ‘expert at dealing with complex, high-value trusts’. Karen Corless and senior associates Stephanie Bernard and Nicola Bruce are other key advisers.

MJM Limitedshows a good ability to deal with a wide range of different questions and inspires confidence across the board’. The firm’s individual and commercial private client work covers wealth and succession planning, and the establishment of wealth and asset management structures. The team also handles estate planning advice, will drafting, probate applications and estate administration, as well as contentious trust and estate matters. It recently advised on the restructuring of several Bermuda-based trusts; and regularly assists with aviation asset financing transactions using Bermuda purpose trusts. Practice leader Hildeberto (Hil) de Frias, Fozeia Rana-Fahy, as well as ‘reliable and hard-working’ senior associate Jane Collis are all highly regarded.

Kennedys Chudleigh Ltd, which is rated for its ‘responsiveness and competitive fee structure’, regularly acts in large, complex disputes involving trusts, private clients and ancillary relief disputes in Bermuda. The team also assists with non-contentious restructurings, which require the Supreme Court of Bermuda’s sanction. Managing partner Mark Chudleigh, Alex Potts QC and Nick Miles are the names to note.

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