The Legal 500

Work Department

Trusts team.

Position

Partner and notary public. Areas of expertise: Steve is heavily involved in advising all of the firm’s major trust company clients on trust and commercial issues as well as on regulatory matters. Steve has expertise in advising on the establishment and administration of complex structures for high-net-worth clients looking to create comprehensive estate plans for their personal and business assets. In addition, Steve advises on the establishment of employee benefit and pension structures. Contributions to industry: Steve sits on the working parties looking at trust law reform, the trust company codes of practice and foundations. Steve also sits on the editorial board of trusts and trustees, and is a peer reviewer for trusts and trustees annual review of foundations around the world.

Career

Called to Bar England and Wales 1982; joined Ogier 1983; called to Bar Jersey 1985; partner Ogier 1988. Publications of note: responsible for chapters on Jersey law found in the works entitled ‘European Cross-Boarder Estate Planning’ and ‘Planning and Administration of Offshore and Onshore; joint writer of chapter on Jersey law and practice for STEP’s work ‘A Practical Guide to the Transfer of Trusteeships’.

Member

Gray’s Inn; Jersey Law Society; STEP (chairman branch committee); the Notary Society.

Education

Manchester Polytechnic (1981).

Practice Areas

Employee share schemes; Pensions (non contentious); Private client