Practice Expertise

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Areas of Practice

  • Bermuda Legal Services
  • Corporate Trust Structures
  • Employment Pensions and Incentives
  • Estate Planning
  • Family Office
  • Notarial Services
  • Pensions
  • Private Client
  • Private Trust Structures
  • Regulation of Trust Company Business
  • Trusts and Private Wealth
  • Wills and Inheritance
  • View More

Profile

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.


Areas of Practice

  • Bermuda Legal Services
  • Corporate Trust Structures
  • Employment Pensions and Incentives
  • Estate Planning
  • Family Office
  • Notarial Services
  • Pensions
  • Private Client
  • Private Trust Structures
  • Regulation of Trust Company Business
  • Trusts and Private Wealth
  • Wills and Inheritance

Professional Career

Significant Accomplishments
Recent Experience Bermuda National Pension Scheme, Occupational PensionsPrivate Client Guide 2024 - Bermuda (Legal 500)Five chapters authored for Legal 500 Private Client guides, 2024Flexibility in Bermuda trusts afforded by Section 47Carey Olsen leads offshore firms in Chambers High Net Worth 2024Carey Olsen are silver sponsors of STEP Bermuda Conference 2024



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