Bio

Caljonah is a Senior Associate in the Private Client & Trust department of Appleby’s Bermuda office.

Caljonah’s key areas of practice and in-depth experience include advising on all areas of non-contentious trust matters ranging from advising individuals, corporate trustees and private trust companies on their core duties and responsibilities as trustees, in addition to the drafting, review and restructuring of trust structures (including purpose trusts and unit trusts). She also advises on all non-contentious estate matters, including making applications for probate and reseal applications to the Supreme Court of Bermuda, and the drafting and review of estate planning documents such as trusts, wills, enduring powers of attorney and health care directives for local and international clients. Caljonah also assists in making applications under the charities act of Bermuda for organisations to be registered as charities. Her practice also extends to general corporate matters and has advised on corporate refinancing matters, advising both lenders and borrowers in cross jurisdictional transactions. Caljonah is also a member of Appleby’s investment funds team, advising on the aspects relating to their launch and ongoing maintenance.

In addition to her practice, Caljonah is recognised by Legal 500 Caribbean as a ‘Rising Star’ in the Trusts/Private Client category. She also contributes regularly to the ‘Legally Speaking’ column in the Bermuda´s Royal Gazette and has written and lectured on trust and estate planning topics, locally and internationally.

Caljonah is a Commissioner for Oaths and Notary Public in Bermuda, as well as a member of the Bermuda Bar Association and committee member of the Bermuda branch of the Society of Trust and Estate Practitioners (STEP).

Recent Articles:

Expertise:

  • America´s Cup Event Authority (Bermuda) Ltd., provided ongoing charitable legal advice to the America’s Cup Event Authority (ACEA) in relation to the application of the Charities Act 2014, as it related to its affiliated charitable organization, known as “Endeavour Community Sailing”.

 

Education:

University of Kent (England)

College of Law, Birmingham (England)

Updates

15 Jul 2020 | News

Bermuda Modernises Trust Laws

Enhancements to Bermuda’s “firewall” provisions will soon be enacted. The government, with the...

27 May 2020 | News

Appleby Promotes Four to Senior Associate

Appleby has announced the promotion of Andrew Kuzma, Jamie Rego, Sam Riihiluoma and Caljonah Smith t...

3 Jan 2020 | News

Recent Amendments to the Regulation of Trust Business in Bermuda

Enhancements have recently been made to Bermuda’s trust regulatory regime with the passing of the ...

19 Nov 2019 | News

Brad Adderley and Caljonah Smith to speak on conference panels in London

Appleby Bermuda’s Brad Adderley and Caljonah Smith are speaking on various conference panels in Lo...

Contributors: Caljonah Smith

Publications

Related People

Michael Mello

Counsel: Bermuda

T +1 441 298 3209
E Email Michael

Vanessa Schrum

Partner: Bermuda

T +1 441 298 3299
E Email Vanessa