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.
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 holds a Bachelor of Laws from the University of Windsor, Canada and she is a member of the Society of Trust and Estate Practitioners.
Stephanie co-authored the Bermuda chapter of The World Trust Survey (Oxford University Press).
Lawyer Rankings
Bermuda > Trusts/private client
(Leading associates)For Carey Olsen Bermuda Limited, contentious and non-contentious trusts and private wealth matters are core areas of focus, and the practice is praised by one client as ‘exceptionally strong in dealing with international complex trusts, wealth and succession planning’. Its client base is broad ranging and encompasses ultra-high-net-worth families and professional and lay trustees, as well as banks, financial institutions, and charities. Practice head Keith Robinson is widely recognised as a ‘go-to adviser in Bermuda for complex international trust matters’, and he has represented clients before the Supreme Court of Bermuda. Senior counsel Claire van Overdijk KC boasts expertise in cross-border trusts and estates disputes, while counsel Stephanie Bernard is skilled in international and local estate planning arrangements, wealth management structures, and trust restructurings. Counsel Ashley Fife is a trust structuring expert, and litigator and counsel Oliver MacKay is another name of note, as is the ‘simply brilliant’ senior associate Laura Kearns, who has expertise in the establishment and ongoing administration of trusts.
Lawyer Rankings
Top Tier Firm Rankings
- Corporate and commercial
- Dispute resolution
- Insurance/reinsurance
- Regulatory and compliance
- Trusts/private client