STEP (The Society of Trust and Estate Practitioners) is a global professional body comprised of lawyers, accountants, trustees and other practitioners who help families plan for their futures. The conference provides an opportunity for those in the industry to immerse themselves in cutting-edge insights and expert perspectives.
Other trusts legal experts from our Private Client & Trusts and Dispute Resolution departments attending the conference include Partners Nicola Bruce, Sam Riihiluoma and Marcus Staff (Cayman Islands), Senior Counsel Vanessa Schrum and Senior Associate Mike Goulborn.
Dispute Resolution Partner Claire van Overdijk KC will be speaking on the 17 October panel, ‘Key developments & horizon scanning’. Private Client & Trusts Partner Carlos de Serpa Pimentel will also be speaking on the jurisdictional panel.
Claire has extensive experience in contentious and non-contentious trust and estate disputes as well as commercial and civil litigation. As a specialist in the resolution of complex disputes, Claire’s practice is principally contentious extending to advocacy, strategic expertise and tactical advice in domestic and multi-jurisdictional high-value litigation. Claire also advises on domestic and offshore wealth structuring and estate planning matters including the creation, restructuring and termination of trust structures, matters relating to trust administration, as well as probate and testamentary issues. She is ranked by Chambers and Partners High Net Worth 2025: Offshore Trusts Directory and is featured in the highly respected Private Client Global Elite Directory.
Carlos specialises in all aspects of Cayman Islands trust law advice and trust litigation. He regularly advises trustees and ultra-high net worth individuals on the establishment, restructuring and administration of trusts, and the use of private trust companies as well as providing advice to Protectors and beneficiaries on a variety of trust related matters. He also advises on estate planning and administration of estate issues for high net worth individuals. Carlos has substantial experience in relation to Cayman Islands and BVI trust litigation matters, acting on behalf of trustees, beneficiaries and Protectors in Court proceedings. He is recognised in the Chambers Global 2025 High Net Worth guide in ‘Band 1’ and ranked as a ‘Leading Partner’ by Legal 500. He is also featured in the highly respected Private Client Global Elite Directory.
Claire, who is a STEP Bermuda committee member, commented, “Appleby is proud to participate and support in bringing the world’s leading trusts experts together to see what we have to offer as a leading trusts domicile. This year’s Bermuda STEP conference promises to be the best yet with a great program. It will be wonderful to see the island once again welcoming so many international delegates, which will be immensely beneficial for our trusts and private wealth sector.”
John Wasty, Partner and Head of our Dispute Resolution practice added, “Our trusts team brings together a breadth of accomplished practitioners recognised across key markets. Among them, Claire and Carlos stand out as our featured speakers this year, sharing their extensive global expertise and thought leadership in this sophisticated field. Supported by a strong group of colleagues, they exemplify the calibre of talent that underpins our trusts practice, which continues to strengthen and grow.”
