I love working within the trusts and fiduciary practice area because of the strong human element.
I enjoy building long-term relationships with trustees, beneficiaries and the intermediaries that I work with
Cerisse is a Senior Associate in our International Trusts and Private Client department, joining in September 2018.
She qualified as a Solicitor of England & Wales in 2009 with experience in advising on private wealth structures and a wide variety of other fiduciary matters.
Cerisse previously worked at Ogier and within an award winning trust company, Virtus Trust, now part of Equiom Group, for 12 years prior to joining Collas Crill.
She specialise in all aspects of Guernsey trust law and regularly advise trustees, family offices, high net worth individuals and intermediaries on the creation, restructuring and winding up of trusts and a wide scope of cross-jurisdictional fiduciary transactions. With invaluable experience working within a trust company on both legal and direct client matters. She has a broad knowledge of the challenges and pitfalls for trustees plus the practical aspects of trusteeship and requirements of corporate service providers and their clients, and has also worked on an extensive scope of trust transactions.
Changes of trustee documents (DORA or IORAs) usually contain indemnities from the incoming trustee to the outgoing trustee which are often hotly negotiated and can be complex. A change of trustee also presents a good opportunity for the incoming trustee to undertake a due diligence exercise by reviewing the trust documents, ensuring that the previous chain of trusteeship is intact and ensuring that the outgoing trustee ratifies or rectifies any flaws in the trust or the trust documents before the trusteeship is handed over. We have considerable experience in narrowing the issues in these negotiations. We are also well versed in assisting our trustee clients in mitigating risk by spotting (sometimes very significant flaws) in trusts before they are taken on and by ratifying previous discrepancies in a commercial manner – commonly without necessitating the involvement of the court.Contact us //
We understand that the effective and efficient management of employment matters is not only an important risk management tool, but can add value to your business in the long term. We also understand that today's employment environment is more litigious than ever and not all issues can be mitigated or resolved. The stakes are often the highest in these cases, which is why our approach is to resolve conflicts in the most practical and sensitive manner – and always with the client's needs at the forefront.Contact us //
We advise internationally based companies and trustees on the establishment and operation of employee incentive schemes, addressing issues such as the funding and structuring of awards as between sponsoring employer and trustee, treatment of dividend entitlements for share awards and the formulation of the beneficial class of EBTs having regard to international legal and taxation requirements.Contact us //
The duties of a trustee plays in managing the trust assets and dealing with beneficiaries not only vary from jurisdiction to jurisdiction, but are dictated by trust agreement and its nuances, the type of trust and its specific purpose. Advising on trustee duties is a rapidly growing area given the increasingly complex legal and regulatory framework to which trustees must adhere. Importantly, trustees are becoming increasingly aware of the advantages of acting early and seeking advice on their duties – particularly in situations of potential conflict or stress. Trustees are also making more use of the courts in asking for directions or in having "momentous decisions" blessed.Contact us //
Developments, consolidations and regulation have means that effective risk management and mitigation has never been more important. Our advice is not a ‘one size fits all’ solution, but rather is based on an individual company’s specific business model. By building a partnership with you we add value by providing to trustees with a range of regulatory advice, administration support, products and services within a dedicated team approach, precedent development and on-going education and industry updates. Together with our multi-disciplinary risk and regulatory team, we advise on anti money laundering laws and the regulation of trust companies and can assist in the creation and improvement of straightforward operating procedures, including checklists, designed in conjunction with the needs of a trustee to ensure that all members of staff, no matter what their experience, can provide consistent and accurate back office services.Contact us //
We work closely with trust and fiduciary businesses and their clients to build strong relationships based on trust, confidence and a deep understanding of their priorities and needs. We have an extensive range of experience in terms of particular products or service lines, including pensions and Shariah, and many of the team have worked in the other international off and onshore jurisdictions prominent in the world of wealth management. We have associated skills in dispute resolution, risk and regulatory, and image protection. We ensure that thought has been given to the composition of the team on every piece of work we do, and use our mix of skill and experience effectively.Contact us //
Collas Crill has contributed to the Guernsey and Jersey chapters for Lexology's Private Client 2020 Getting The Deal Through (GTDT). Lexology GTDT is a content source...
The Hong Kong Court of Final Appeal (Court of Final Appeal) has delivered its highly anticipated judgment in Zhang Hong Li and others v DBS Bank (Hong...
Private Trust Companies (PTC) are currently in vogue. So far in 2019 the Collas Crill International Private Client and Trust team have established more than six bespoke PTC...
What is "impact" investing, sometimes referred to as responsible or sustainable finance, and what do trustees, family offices and others in the private client space need to...
The Collas Crill Guernsey and Jersey based international private client and trust teams have collaborated with several major international law firms to produce the 2019...