Appleby, AGS To Sponsor Trusts Conference

May 28, 2021

Appleby and Appleby Global Services [AGS] will be the sponsors of the Transcontinental Trusts International Forum, which will be held virtually from June 1 – 4.

A spokesperson said, “Appleby and Appleby Global Services [AGS] are pleased to once again sponsor the Transcontinental Trusts International Forum, which is taking place from 1-4 June 2021. The conference has been taking place in Bermuda for many years but will be held virtually for the second time this year. Hannah Tildesley, Counsel from the Dispute Resolution department, and Caljonah Smith, Senior Associate from the Private Client & Trusts department, will be speakers at the four-day event. Appleby are Gold Sponsors.

Hannah Tildesley & Caljonah Smith Bermuda May 2021

“Hannah specialises in international commercial litigation, with a particular focus on contentious trust disputes, banking and funds litigation and director and shareholder disputes. She also advises on the litigation aspects of corporate deals, including governance issues, director duties and enforcement and insolvency considerations. Hannah will be speaking on the panel entitled ‘When trusts are no longer useful/fit for purpose – blessings/variation of trusts’. She was recognised by Chambers Global in 2021 and 2020 as an ‘’Up and Coming’ commercial litigator and named a ‘Rising Star’ by the Legal 500 in 2020 and 2019 and a ‘Recommended’ attorney in the Trusts/Private Client category in 2020.

“Caljonah’s key areas of practice include advising on all areas of non-contentious trust matters ranging from advising individuals, corporate trustees and private trust companies on their core duties and responsibilities as trustees, in addition to the drafting, review and restructuring of trust structures [including purpose trusts and unit trusts]. She will provide her insight on the ‘Jurisdiction Development: Bermuda’ panel. Caljonah is a committee member of the Bermuda branch of the Society of Trust and Estate Practitioners [STEP] and in 2020 was recognised as a ‘Rising Star’ by Legal 500 Caribbean in the Trusts/Private Client category.

“Our trusts specialists in our Private Client & Trusts and Dispute Resolution teams in Bermuda are recognised internationally for offering first-class legal advice. Many members of both our AGS and Appleby trust team will be attending and networking during the conference.

“The four-day event will showcase a great variety of themes, with a focus on ‘entering a new era of private client, the future is inclusive and the future is sustainable’.

“Appleby’s highly regarded Private Client & Trusts group provides trust and estate advice to high net worth individuals, families, and fiduciary companies. They advise on all aspects of trust law, including the establishment, administration, restructuring and termination of private, charitable and commercial trusts. Members of the team act in a personal capacity as Protector, Enforcer and Director [of PTCs] for a number of discretionary and purpose trusts and are frequently instructed by blue-chip trust institutions.

“Appleby Global Services, our specialist trust and corporate services provider, offers a range of fiduciary/administration services. Our dedicated teams of experienced professionals work closely with our legal specialists to provide our clients with an integrated legal and fiduciary/administration service offering.”

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