Sarah is a senior associate at Carey Olsen in the Trusts and Private Wealth Group in Jersey. Sarah has a broad trust non-contentious, contentious and semi-contentious practice.
Sarah acts for professional trustees, private trust companies, family offices, settlors and beneficiaries and regularly advises on the establishment and ongoing administration of private trust structures, employee benefit trusts, pension trusts, charitable structures and foundations. Sarah recently advised on and drafted bespoke documentation for the establishment of a family trust structure with intricate reserved powers holding assets worth in excess of US$300 million.
Sarah has particular experience in advising on the restructuring of complex trust structures, significant transactions undertaken by trustees and the termination of trust structures. Sarah was involved in the restructuring of a complex private wealth structure holding approximately US$1 billion of assets for a prominent family in South Asia. Sarah also recently advised a Jersey professional trustee on the validity of two exclusions of beneficiaries of two high value trusts for an ultra high net worth Asian entrepreneur.
Sarah also advises trustees and beneficiaries in connection with disputes arising in the private wealth context. Notably Sarah was involved in significant breach of trust litigation before the Royal Court of Jersey which involved a catastrophic loss of trust monies. Sarah was involved in the negotiation of a multi-party settlement with claimants and insurers on behalf of Carey Olsen's trust company client which resulted in a highly advantageous outcome for Carey Olsen's client. Sarah also recently advised a Swiss professional trustee in connection with a high value dispute with beneficiaries from a high profile family involving the ownership of an internationally well-known business.
Sarah has also been involved in a number of other applications to the Jersey Court including applications for the rectification of trust documents, the blessing of momentous decisions and the setting aside of transactions on grounds of mistake. Sarah was recently involved in a rectification application in connection with a substantial pension trust.
Sarah also frequently speaks at client seminars on all matters of trusts law and has written articles for industry journals.
Sarah was named in eprivateclient's inaugural Channel Islands Top 35 Under 35 list, which identifies rising stars of the private client community.
Prior to joining Carey Olsen Sarah worked for a prominent city law firm for four years.
Sarah qualified as a Solicitor of the Supreme Court of England & Wales in 2010 and was sworn in as an Advocate of the Royal Court of Jersey in 2015.
Sarah has also been seconded to two prestigious international trust companies as legal counsel.Recent Briefings