In re Rabaiotti 1989 Settlement v [2000] JLR 173 (30 May 2000)

In re Rabaiotti 1989 Settlement v [2000] JLR 173 (30 May 2000)

Beneficiaries have a right to inspect trust accounting documents, but the court retains discretion to refuse disclosure if it would not serve the best interests of all beneficiaries.

Citation
[2000] JLR 173
Parties
Applicant: Rabaiotti 1989 Settlement
Jurisdiction
Jersey
Judgment Date
30 May 2000
Procedural Posture
Trusts / Judgment
Outcome
Beneficiary entitled to inspect accounting documents, subject to court's discretion.
Legal Topics
Trustee Duties, Beneficiary Rights, Disclosure of Information
Trust Law Trustee Duties Beneficiary Rights Disclosure of Information

Case Brief

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Parties

Rabaiotti 1989 Settlement

Applicant

Procedural Posture

Trusts / Judgment

Legal Issues

  1. 1 Whether a beneficiary is entitled to inspect accounting documents of the trust
  2. 2 Whether the court has discretion to refuse disclosure if not in the best interests of all beneficiaries

Ratio Decidendi

Beneficiaries have a right to inspect trust accounting documents, but the court retains discretion to refuse disclosure if it would not serve the best interests of all beneficiaries.

Court Disposition

Beneficiary entitled to inspect accounting documents, subject to court's discretion.