STEP Journal Supplement, Bermuda Conference

November 7, 2019 | 0 Comments

The Bermuda’s Society of Trust and Estate Practitioners [STEP] has released its 2019/20 journal supplement entitled ‘Trust Bermuda’ and will hold a conference on December 5 at the Bermuda Underwater Exploration Institute entitled ‘Trust in the Future: Keeping Step with Changes.’

A spokesperson said, “Bermuda’s Society of Trust and Estate Practitioners’2019/20 journal supplement ‘Trust Bermuda’ looks at how geopolitical risk is impacting upon private clients’ and family offices’ choice of jurisdictions for trusts and asset holding structures; the latest legislative and regulatory framework developments; a snapshot of the island’s business environments in numbers; why business families in particular are attracted to Bermuda; and how millennials interpret philanthropy.

“Also included is a case study, inspired by Greek mythology, on the management of family wealth; and, looking to the future, an interview on how a marine conservation charity is inspiring research programmes.

“Authors and contributors include Andrew Holden TEP [XXIV Old Buildings, London], journalist Elliot Wilson, Joseph A Field [Pillsbury Winthrop Shaw Pittman, New York], James Quarmby [Stephenson Harwood, London], Patricia Woo [Squire Patton Bloggs, Hong Kong], Michael Grob [Sun Life Financial International], Nicolas Malumian TEP [Malumian and Associates, Argentina], Thomas J Handler [Handler Thayer, Chicago], Barbara R Hauser [Independent family office specialist, New York], Georgina James [Bryan Cave Paisner, London] John Gibbons TEP [Harbour International Trust Company], David Veness [Butterfield Trust], Andrew Smith [Ocean Tech] and Ashley Fife [STEP Bermuda Chairman].

“STEP Bermuda conference: ‘Trust in the future: Keeping step with changes’ at Bermuda Underwater Exploration Institute on Thursday 5 December 2019. The theme of opportunities for international financial centres amidst geopolitical uncertainty are also explored at this year’s STEP Bermuda conference .

“Speakers include James Quarmby [Stephenson Harwood, London], Rebecca Wang [PWC, New York], Phil Munro [Withers, London], Gemma Willingham [Baker McKenzie, London], Catharine Bell and Rosie Schumm [Forsters, London], Arianne Plasencia [DLA Piper, Miami], Merrilyn Johnson [TransAmerica Life], Randall Krebs [Harbour Trust], David Veness [Butterfield Trust], Zoe Hanson [Zobec Trust Company], Michael Frith, Bermuda’s Minister of Finance and Governor respectively and more.

“Topics include: Beneficial ownership, structuring for PRCs, sharia law, economic substance, trusts and divorce, UK, US tax and Bermuda Business Development Agency updates and more. The conference is sponsored by Butterfield Trust, Conyers, Carey Olsen, Estera, Appleby, Schroders, Zobec, Lombard Odier and the Bermuda Business Development Agency.

“Please contact stepbermuda@outlook.com and/or ashley.fife@careyolsen.com for further information.”

The ‘Trust Bermuda’ journal supplement follows below [PDF here]:

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