Stephanie Bernard

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. · Carey Olsen Bermuda Limited

BermudaTrusts & Private Wealth, Private Client

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About

Stephanie Bernard TEP is counsel in the trusts and private wealth team at Carey Olsen Bermuda. She advises individuals, fiduciaries and companies on trust law, international and local estate planning, wealth management structures, variation of trusts and private trust companies, and on pensions and regulatory issues affecting trustees and pension plans.

Practice areas

Trusts & Private WealthPrivate ClientPensionsFamily OfficeEmploymentRegulatory

Office

Bermuda

Carey Olsen Bermuda Limited · 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.

Bermuda

Expertise

Trust lawEstate planningWealth management structuresVariation of trustsPrivate trust companiesPensionsTrustee regulatory issues

Education

Bachelor of Laws, University of Windsor (Canada)

Admissions

Admitted as barrister-at-law and solicitor, Law Society of Ontario (Canada)
Barrister and Attorney, Supreme Court of Bermuda (admitted 2003)
Member, Society of Trust and Estate Practitioners (TEP)