Areas of Practice
Mrs. 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 also advises on commercial law, local licensing and regulatory requirements, CRS and FATCA, mergers and acquisitions, corporate restructuring and other commercial transactions. She also possesses considerable experience in litigation and has appeared before the Privy Council in a successful pension plan appeal.
Jo-Anne holds an MBA from the University of Oxford where she graduated with Distinction. She is also the recipient of the STEP Student Award worldwide in 2016, the 2017 STEP Student Award for the Caribbean and Latin American regionand the STEP Excellence Awards for the highest scores worldwide in Company Law and Practice (July – December 2015), Trust Administration and Accounts (January – June 2016) and Trustee Investment and Financial Appraisal exam (July – December 2016).