Caljonah Smith

E [email protected]
T +1 441 298 0995

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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).

PUBLICATIONS:

DEALS:

  • INTEGRAL ILS LTD., Advised Integral ILS Ltd., in connection with a significant cornerstone investment from alternative investment manager New Holland Capital (NHC), bringing secured commitments up to $600 million;
  • 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

26 Jul 2021 | News

Appleby Receives High Rankings in Chambers’ Annual High Net Worth Guide 2021

Lawyers from Appleby’s Bermuda, Cayman Islands and Jersey Private Client & Trusts practices ha...

27 May 2021 | News

Appleby And AGS Bermuda Featured As Sponsors And Speakers At International Trusts Conference

Appleby and Appleby Global Services (AGS) are pleased to once again sponsor the Transcontinental Tru...

Contributors: Caljonah Smith
27 Jan 2021 | News

Bermuda Investment Funds Amendment Act 2021 Becomes Operative

The Investment Funds Act 2006 (IFA) has been amended by the Investment Funds Amendment Act 2021 (Ame...

Contributors: Caljonah Smith
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

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