Bermuda: Trusts

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Private Client & Trust MENA Bulletin

In this Bulletin, we offer practical guidance on private wealth structuring tools for HNWIs and their families in the Middle East. Legislative changes in both the Cayman Islands and the British Virgin Islands...

European Union Commercial

C

Conyers

The Trustee Amendment Act 2025 - Bermuda

The Trustee Amendment Act 2025 (the Amendment Act), which took effect on 10 October 2025 in Bermuda...

Bermuda Commercial

CO

Carey Olsen

Private Trust Companies For Clients In The Middle East

The question of who should act as trustee of a trust is fundamental to any wealth planning structure.

Bermuda Commercial

C

Conyers

A Practical Guide To Cayman Islands STAR Trusts For Clients In The Middle East

A STAR trust is a form of trust exclusive to the Cayman Islands and one that has a wide variety of practical applications.

Bermuda Commercial

C

Conyers

The Use Of Bermuda Purpose Trusts In Enforcements And Corporate/debt Restructurings

Bermuda Insolvency

CO

Carey Olsen

Overview - Sham Vs Illusory Trusts: What's In A Name?

Bermuda Commercial

KL

Kennedys Law LLP

Part 1: An Introduction To Sham And Illusory Trusts

Bermuda Commercial

KL

Kennedys Law LLP

Part 2: The Unholy Trinity Of Recent Cases: Clayton, Pugachev And Webb

Bermuda Commercial

KL

Kennedys Law LLP

Part 3: The Effect Of Reserved Powers Legislation

Bermuda Commercial

KL

Kennedys Law LLP

Part 4: The Idea Of Emerging Validity

Bermuda Commercial

KL

Kennedys Law LLP

Part 5: The Nomenclature For The Future

Bermuda Commercial

KL

Kennedys Law LLP

Private Wealth And Private Client: Bermuda

A

Appleby

Trust Litigation In Bermuda's Financial Landscape

Bermuda Finance

C

Conyers

Trusts In An Employment Context

Bermuda Employment

A

Appleby

South And Southeast Asia M&A Report | Q3 2025

Worldwide Commercial

C

Conyers

Bermuda Passes Beneficial Ownership Act 2025, Reinforcing A World-Class Governance Standard

Bermuda Commercial

A

Appleby

Changes To Department Of Immigration's Work Permit Policy Are Here

Bermuda Immigration

A

Appleby

A Guide To Blockchain And Cryptocurrency Laws And Regulations 2026: Bermuda (GLI Chapter)

Bermuda Technology

CO

Carey Olsen

Privacy Issues In New Beneficial Ownership Regime

Bermuda Privacy

A

Appleby

Trusts, And How They Came To Be

What traces its history through Ancient Rome and the Crusades, can have many de facto owners, none at the same time, and can hold entire groups of companies while owning nothing?...

Bermuda Commercial

A

Appleby

Trust Protectors: Watchdogs Or Independent Decision Makers? Part 5 The Consequences For The Protector Who Oversteps His Role

Irrespective of whether the protector's role is wide or narrow, it will occasionally be the case that the protector strays beyond the scope of the powers conferred upon him.

Bermuda Commercial

KL

Kennedys Law LLP

Trust Protectors: Watchdogs Or Independent Decision Makers? Part 4: The Possibility Of Drafting To Remove Any Uncertainty

If the settlor's intention is to give the protector the wide role as espoused in Piedmont, it is important to address this specifically in relation to provisions requiring the protector's consent.

Bermuda Commercial

KL

Kennedys Law LLP

Trust Protectors: Watchdogs Or Independent Decision Makers? Part 3: An Analysis Of The Arguments In Favour Of The Wide And Narrow View Of Protector Consent Provisions

It has been said that the narrow view of protector consent provisions has the effect of limiting the role of the protector.[1] To this, Kawaley AJ in X Trusts said:

Bermuda Commercial

KL

Kennedys Law LLP

Trust Protectors: Watchdogs Or Independent Decision Makers? Part 1: An Introduction To The Use Of Protectors

Bermuda Commercial

KL

Kennedys Law LLP

Overview - Trust Protectors: Watchdogs Or Independent Decision Makers?

Bermuda Commercial

KL

Kennedys Law LLP

Trust Protectors: Watchdogs Or Independent Decision Makers? Part 2: Protector Consent Provisions As They Have Been Interpreted In Recent Case Law

Bermuda Commercial

KL

Kennedys Law LLP

How Bermuda Trusts Can Help With Worldwide Estate Planning

Worldwide Commercial

A

Appleby

Private Client & Trust Bulletin: Spring 2024

Worldwide Commercial

C

Conyers

Why Choose Bermuda For Private Clients

Bermuda Commercial

C

Conyers

Private Client Guide 2024 - Bermuda (Legal 500)

CO

Carey Olsen

Flexibility In Bermuda Trusts Afforded By Section 47

Bermuda Commercial

CO

Carey Olsen

Preserving Wealth In A Bermuda Dynastic Trust

Bermuda Wealth Mgt

A

Appleby

Top 5 Bermuda Publications Of 2023

Bermuda Strategy

C

Conyers

Private Client Guide 2024 - Bermuda (Legal 500)

This guide to Bermuda's private client sector includes commentary on tax, trusts, foundations and private wealth structures used within the jurisdiction...

CO

Carey Olsen

Flexibility In Bermuda Trusts Afforded By Section 47

Section 47 of Bermuda's Trustee Act 1975 provides trustees of Bermuda trusts with a very useful and flexible tool for varying trusts in the absence of the necessary power...

Bermuda Commercial

CO

Carey Olsen

Preserving Wealth In A Bermuda Dynastic Trust

Cornelius Vanderbilt died in 1877 with legendary wealth, which his son quickly doubled, becoming the richest man on earth — yet, within a generation...

Bermuda Wealth Mgt

A

Appleby

Top 5 Bermuda Publications Of 2023

In Bermuda, our most popular posts and publications brought you insight into our Corporate practice, along with regulatory updates, reflections on trust disputes and immigration news.

Bermuda Strategy

C

Conyers

Private Client & Trust Bulletin: Fall 2023

Worldwide Family

C

Conyers

Family Wealth Management With Bermuda Trusts

Bermuda is a popular and highly regarded jurisdiction for managing the offshore family assets of wealthy, international families due to several favourable characteristics.

Bermuda Wealth Mgt

C

Conyers

In The Spotlight: Bermuda's Vanessa Schrum

I was on the accounting route (studied economics for 4 years and then worked at PWC) but changed tack at the last minute to study law which I thought would be far more sexy.

Bermuda Law Performance

A

Appleby

Privy Council Clarifies Proper Purpose Rule To Bermuda Trustee's Powers

The recent and keenly awaited UK Privy Council judgment of Wen-Young Wong & Ors v Grand View Private Trust Company, 2022, clarifies the boundaries of trustee powers in Bermuda.

Bermuda Commercial

CO

Carey Olsen

In The Matter Of The P Trusts: Court Ensures Public Trustee V Cooper Application Does Not Get Hijacked

By means of a category two Public Trustee v Cooper application, in which Jeffrey Elkinson and Britt Smith of Conyers, led by Brian Green KC, acted for the successful plaintiffs...

Bermuda Commercial

C

Conyers

Change Of Governing Law And The Resettlement Of Trusts

Bermuda Litigation

C

Conyers

Appleby Bermuda Contributes To Private Trust Companies Handbook Second Edition

Bermuda Commercial

A

Appleby

Private Client Guide 2023 - Bermuda (Legal 500)

Bermuda Commercial

CO

Carey Olsen

Investing With Purpose: Guidance For Trustees

Bermuda Commercial

CO

Carey Olsen

A Jurisdiction That Resolves Trust Issues

Bermuda Finance

CO

Carey Olsen

Bermuda Trust Law - The Past 30 Years

Bermuda Commercial

CO

Carey Olsen

Bermuda Trusts And Asset Protection - How Much Control Will Tip The Balance?

Bermuda Insolvency

CO

Carey Olsen

A Number Of Legal Principles Have Been Reaffirmed In Relation To Section 47 Applications Arising From In The Matter The XYZ Trusts

Bermuda Insolvency

CO

Carey Olsen

The Application Of Bermuda Stamp Duty To Trust Structures

Bermuda Commercial

CO

Carey Olsen

A Step Ahead On Digital Fintech & Crypto Assets

Bermuda Commercial

W

Walkers

Private Client Guide 2022 - Bermuda

Bermuda Commercial

CO

Carey Olsen

Q&A With Jeffrey Elkinson, Director In The Litigation Department

Bermuda Litigation

C

Conyers

Private Client & Trust Bulletin – Fall 2021

Worldwide Family

C

Conyers

Important Bermuda Judgment On The Role Of Protectors In Offshore Trusts

Bermuda Commercial

CO

Carey Olsen

The Evolution Of The "Watchdog" Role Of Protectors

Bermuda Commercial

C

Conyers

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Latest Videos

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Trustee Notifications (Video)

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Lathrop GPM

Different Types Of Entities Lenders May Encounter: Trusts (Video)

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Gowling WLG

Private Family Trust Companies (Video)

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Duggan Bertsch

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