Stephanie Bernard > Carey Olsen Bermuda Limited > Hamilton, Bermuda > Lawyer Profile
Carey Olsen Bermuda Limited Offices
Rosebank Centre, 5th Floor
11 Bermudiana Road
Pembroke HM 08
Bermuda
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Stephanie Bernard
Work Department
Bermuda Legal Services; Employment, Pensions and Incentives; Family Office; Private Client; Trusts and Private Wealth
Position
Stephanie Bernard TEP is counsel in the trusts and private wealth team at Carey Olsen Bermuda.
Stephanie has extensive and in-depth experience advising individuals, fiduciaries and companies on all aspects of trust law including international and local estate planning arrangements, wealth management structures, variation of trusts and private trust companies, as well as international and local pensions. Stephanie also advises on regulatory issues impacting on trustees and pension plans.
Since 2017 Stephanie has been recognised in the Legal 500 Caribbean directory.
Career
Prior to joining Carey Olsen, Stephanie practiced with Conyers Dill & Pearman in Bermuda and before that was legal counsel with Private Client Services, HSBC Bank Bermuda.
Stephanie was first admitted as a barrister-at-law with the Law Society of Ontario and solicitor of the Court of Appeal for Ontario, Canada before being admitted as a barrister and attorney of the Supreme Court of Bermuda in 2003.
Stephanie co-authored the Bermuda chapter of The World Trust Survey (Oxford University Press).
Memberships
Stephanie is a member of the Society of Trust and Estate Practitioners.
Education
Stephanie holds a Bachelor of Laws from the University of Windsor, Canada.
Lawyer Rankings
Bermuda > Trusts/private client
(Rising stars)The trusts and private wealth practice at Carey Olsen Bermuda Limited advises on a wide spectrum of trust matters, encompassing both contentious and non-contentious issues, including high-profile proceedings. Leading the practice and recognised as ‘a powerhouse of unquestionable ability,’ Keith Robinson has extensive experience in major trust cases, while Ashley Fife specialises in advising on trust restructurings, trust disputes and trust documentation. Claire van Overdijk KC, who took silk in 2023, is an expert in cross-border trust and estate disputes; and Stephanie Bernard has extensive experience in international and local estate planning arrangements, wealth management structures, and international and local pensions issues. Key senior associates include Laura Kearns, who has experience in lifetime and succession planning work, and Oliver MacKay, who excels in contentious trust matters.
Comparative Guides
| Bermuda: Private Client | January 2024 | This country-specific Q&A provides an overview of Private Client laws and regulations applicable in Bermuda. |