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 is a partner in the trusts and private wealth team in Guernsey. She 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
Recent Experience Probate and estate planning administration for Guernsey domiciliariesProbate and estate planning administration for non-Guernsey domiciliariesCarey Olsen attending International Private Client Tax Conference - navigating the private client world in turbulent timesPrivate Client Guide 2024 - Guernsey (Legal 500)Five chapters authored for Legal 500 Private Client guides, 2024Carey Olsen sponsors STEP Guernsey 2024Carey Olsen attending IBA International Private Client Tax ConferenceThe proceeds of crime law and unregulated trusteesCarey Olsen leads offshore firms in Chambers High Net Worth 2024
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