In re L & M Trusts v [2003] JLR_Note 6 (07 January 2003)
The duty of trustees to provide information to beneficiaries is not absolute and is limited by the overarching duty to protect the trust.
- Parties
- Applicant: L & M Trusts
- Jurisdiction
- Jersey
- Judgment Date
- 07 January 2003
- Procedural Posture
- Trusts / Judgment
- Outcome
- Clarification of trustee duties
- Legal Topics
- Trustee Duties, Beneficiary Rights, Disclosure of Information
Case Brief
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Parties
L & M Trusts
Applicant
Procedural Posture
Trusts / Judgment
Legal Issues
- 1 Scope of trustee's duty to provide information to beneficiaries
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
Full Case Text
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