Member Profile
Vanessa Schrum
Senior Counsel | Appleby
Office Location: Bermuda
Jurisdiction
Bermuda
Top Specialisms
Estates: Planning
Trusts & Trusteeship
Trusts: Planning
Connect
Professional Biography
Vanessa is Senior Counsel in Appleby’s Private Client and Trusts department in Bermuda. Vanessa has extensive experience on a wide range of trust and estate planning matters. She regularly advises on the use of Bermuda private and commercial trust structures (including purpose trusts and unit trusts), pension trusts, trust restructuring often with a multi-jurisdictional element, the administration of complex and large estates and all areas of probate and equity matters in Bermuda, including applications to the Supreme Court of Bermuda. She drafts and reviews all forms of trusts and ancillary documentation, wills, enduring powers of attorney, health care directives and other estate planning documents and is responsible for general practice within the Private Client & Trusts team. Vanessa serves as a director of private and licensed trust companies and acts as a protector.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: The variety of work and nature of the clients
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Continuing relocation of private clients and restructuring possibilities due to changing legislation, tax laws and policy.