In re L & M Trusts v [2003] JLR_Note 6 (07 January 2003)
- Status
- Judgment
- Jurisdiction
- Jersey
- Posture
- Trusts / Judgment
On this page
Professional case brief
Research organized from the available case record
01
Holding and result
The duty of trustees to provide information to beneficiaries is not absolute and is limited by the overarching duty to protect the trust.
Court disposition
Clarification of trustee duties
02
Material facts
Parties
L & M Trusts
Applicant03
Procedural history
Posture
Trusts / Judgment
04
Questions and positions
Legal issues
Scope of trustee's duty to provide information to beneficiaries
Party arguments
- Applicant
- Trustees are required to provide information to beneficiaries.
- Respondent
- Trustees' duty to provide information is limited by their general duty to protect the trust.
05
Court’s reasoning
Legal principles
- 01
[2003] JLR_Note 6
Trustees' duty to provide information to beneficiaries is circumscribed by their general duty to protect the trust.
06
Ratio, limits and disposition
Ratio decidendi
The duty of trustees to provide information to beneficiaries is not absolute and is limited by the overarching duty to protect the trust.
Court disposition
Clarification of trustee duties
Source and reliance status
Official court record
This page organises the available record for research. Confirm quotations, current status, and subsequent treatment against the official source before relying on the case.
Judgment reading view
Judgment text
The complete available source text.
Court record
Judgment
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