Appleby Partners To Speak At Trusts Forum

May 4, 2017 | 0 Comments

Appleby Bermuda Partners Keith Robinson and Vanessa Schrum will be speaking at the Transcontinental Trusts International Forum 2017 in Bermuda on 4-5 May.

This premier private client and trusts event features over 65 expert speakers including renowned judges, barristers, leading law firm partners and international experts from across the world.

Mr Robinson will be serving as moderator for a session to be held on 4 May titled, “Extracting Information from Trusts”. This lively session will take the form of a trustee posing a number of tricky questions to legal advisors who will be on the spot to provide advice concerning various information requests.

Topics covered will include protector consent, on-shore data protection laws, automatic reporting and TIEA orders as well as divorce within the family. Mr Robinson is a Partner and member of the Dispute Resolution practice in Bermuda, and his expertise focuses on high value trust disputes and restructurings often with a multi-jurisdictional element.

Ms Schrum will also serve as moderator on 4 May in a panel titled, “Designer Legislation”. The session will include discussion on the latest offshore statutory framework, specialist trusts created by statute [including STAR and VISTA trusts], the US perspective on designer legislation and practical tips for those initiating or litigating structures that take advantage of these provisions.

Ms Schrum is a Partner and the Head of the Private Client and Trusts practice in Bermuda and has extensive experience on a wide range of trust and estate planning matters.

Mr Robinson said, “Representing Appleby and speaking alongside other industry experts at such a fantastic conference is a privilege, and I look forward to addressing some of the most critical trust questions.” Ms Schrum said, “Bermuda has enjoyed remarkable success in offshore statutory framework, and I look forward to sharing industry knowledge with other trust experts at this highly regarded conference.”

Appleby said they are pleased to be a sponsor of the Transcontinental Trusts International Forum 2017.

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