Patricia Montgomery
Practice Expertise
Areas of Practice
- Estate Planning
- Notarial Services
- Private Client
- Private Trust Structures
- Regulation of Trust Company Business
- Trusts and Private Wealth
- Wills and Inheritance View More
Profile
Patricia advises a variety of private clients and fiduciaries on all fiduciary law aspects, in particular the creation and administration of offshore trusts and corporate structures.
Patricia’s advice is frequently sought by fiduciaries in relation to their regulatory obligations, terms of business and take-on documentation. She is also regularly instructed by individuals, global institutions and law firms to assist regarding Guernsey inheritance laws, the creation of wills and the administration of estates.
Areas of Practice
- Estate Planning
- Notarial Services
- Private Client
- Private Trust Structures
- Regulation of Trust Company Business
- Trusts and Private Wealth
- Wills and Inheritance
Professional Career
Significant Accomplishments
Recent Experience Private Client Guide 2023 - Guernsey (Legal 500)Five chapters authored for Legal 500 Private Client guides, 2023Carey Olsen promotes four lawyers to the partnership across BVI, Guernsey and Jersey officesCarey Olsen named Offshore Firm of the Year at Chambers High Net Worth Awards 2023Carey Olsen leads offshore firms in Chambers High Net Worth 2023Carey Olsen sponsors the Relocate to Guernsey Show 2023 Carey Olsen sponsors the Guernsey Air Display 2023A word on trusts webinar - Tuesday 5 September 2023Carey Olsen attending International Private Client Tax Conference - navigating the private client world in turbulent timesCarey Olsen sponsors STEP Guernsey 2024
Recent Experience Private Client Guide 2023 - Guernsey (Legal 500)Five chapters authored for Legal 500 Private Client guides, 2023Carey Olsen promotes four lawyers to the partnership across BVI, Guernsey and Jersey officesCarey Olsen named Offshore Firm of the Year at Chambers High Net Worth Awards 2023Carey Olsen leads offshore firms in Chambers High Net Worth 2023Carey Olsen sponsors the Relocate to Guernsey Show 2023 Carey Olsen sponsors the Guernsey Air Display 2023A word on trusts webinar - Tuesday 5 September 2023Carey Olsen attending International Private Client Tax Conference - navigating the private client world in turbulent timesCarey Olsen sponsors STEP Guernsey 2024
