Bernadette Carey > Carey Olsen > Grand Cayman, Cayman Islands > Lawyer Profile

Carey Olsen
WILLOW HOUSE, PO BOX 10008
CRICKET SQUARE
GRAND CAYMAN, KY1-1001
Cayman Islands

Work Department

Trusts and Private Wealth; Dispute Resolution and Litigation; Family Office; Private Client; Regulatory; Relocation Services

Position

Bernadette is the head of our Cayman Islands trusts and private wealth team and has a broad private client practice advising on wealth structuring and estate planning matters, including the administration, restructuring, and termination of trusts, as well as probate and testamentary issues. She also has significant experience in trust litigation, regularly appearing before the Grand Court of the Cayman Islands on multi-party non-contentious applications and contentious trust disputes, as well as in respect of estate litigation and other cross-border private client disputes.

Bernadette regularly advises high net worth individuals, trustees, beneficiaries, family offices, executors, wealth managers, institutional clients, and onshore legal teams on all aspects of trusts and estates law in the Cayman Islands. She is an elected member of the International Academy of Estate and Trust Law (TIAETL), where membership to the global body is by invitation only and is highly selective. All members must have practiced law in the Academy’s areas of interest for at least ten years and must have distinguished themselves through lecturing, writing or participation in professional organizations. They must also have demonstrated a significant interest in the continuing development of the law of their own countries.

She is also an International Fellow of the American College of Trusts and Estates Counsel, and a long-standing Council Member of the Cayman Islands branch of the Society of Trusts and Estates Practitioners. Bernadette is the author of the Cayman Islands chapters of numerous private client texts, including “International Estate Planning: A Reference Guide” and “Trusts in Prime Jurisdictions”.

Bernadette is recognised for her trusts and private client work by Chambers, Who’s Who Legal, and Legal 500 with market sources describing her as ‘incredibly hard-working’ and ‘really first class’. She has also been described as ‘an exceptional talent and a pleasure to work with’; as someone who ‘stands out as being especially intelligent, considered and commercial’. Bernadette’s ‘perspective on both contentious and non-contentious matters is very beneficial’ and ‘her background in litigation means she knows what works and what doesn’t when it comes to trust structuring’ (Legal 500 and Chambers and Partners HNW).

Career

Bernadette is admitted as a barrister and solicitor in New Zealand (2002) and Australia (2005), and as an attorney-at-law in the Cayman Islands (2008).

She was formerly with Buddle Findlay (New Zealand), Henry Davis York and Colin Biggers & Paisley (both Australia) and Conyers Dill & Pearman (Cayman Islands).

Lawyer Rankings

Cayman Islands > Dispute resolution

Carey Olsen’s global litigation team routinely handles multi-jurisdictional disputes spanning general commercial litigation, contentious trust and estate disputes, fraud claims and big-ticket liquidations. The practice is led by insolvency and restructuring specialist Sam Dawson, who is particularly noted for his experience in financial services litigation, while Peter Sherwood is a ‘formidable’ adviser with a keen focus on insolvency litigation. Denis Olarou is noted for his broad experience in insolvency proceedings, fraud litigation and international arbitrations, while Bernadette Carey frequently appears before the Grand Court in multi-party trust disputes, estate litigation and other cross-border private client disputes.

Cayman Islands > Trusts/private client

(Next Generation Partners)

Bernadette CareyCarey Olsen

Carey Olsen’s team is equipped to advise a varied client base including high-net-worth and ultra-high-net-worth clients on trust structuring and restructuring issues, wealth management arrangements, contentious trusts matters and court applications. Praised as a ‘shining light within the industry’, Bernadette Carey leads the practice and routinely advises on both non-contentious and contentious matters, including cross-border, multi-party litigation and high-profile trust disputes before the Grand Court of the Cayman Islands. On the non-contentious side, Cayman and BVI-qualified Graham Stoute is noted for his knowledge of STAR and VISTA trusts, private trust companies, commercial trust arrangements and charitable trusts; and with expertise in advising founders in the fintech and crypto space using trusts and foundation companies on digital assets, Chris Duncan is also highly recommended.

Comparative Guides

British Virgin Islands: Private Client January 2024 This country-specific Q&A provides an overview of Private Client laws and regulations applicable in British Virgin Islands.
Cayman Islands: Private Client January 2024 This country-specific Q&A provides an overview of Private Client laws and regulations applicable in Cayman Islands.