Jo-Anne Stephens TEP

Cayman Islands

 Jo-Anne Stephens advises financial institutions, and high net worth individuals on the creation and administration of trusts, estate planning, contentious trust matters and the preparation of Wills. She additionally advises on commercial law, local licensing and regulatory requirements, CRS and FATCA and corporate and commercial matters. She also possesses considerable experience in litigation and has appeared before the Privy Council in a successful pension plan appeal. Jo-Anne is a member of STEP.

The Sponsors

Jersey Finance Pictet North America Advisors S.A. Rawlinson & Hunter Ministry of Financial Services - Commonwealth of the Bahamas IRI-The Marshall Islands Registry Bermuda Business Development Agency Abu Dhabi Global Market Bryn Mawr Trust Company of Delaware International Wealth Tax Advisors LOM Financial Miller Thomson LLP Touchstone WSFS Wealth - Christiana Trust Enhance Group Henley & Partners Invest Barbados Boslil Bank Limited Hull & Hull LLP Legacy Tax + Trust Lawyers Thorsteinssons LLP