West v Lazard Bros. & Co. (Jersey) Ltd. [1987] JLR_Note 22a (28 October 1987)
The court held that a person named in a settlor's letter of wishes is not a beneficiary of a discretionary trust unless expressly named in the trust instrument.
- Parties
- Applicant: West; Respondent: Lazard Bros. & Co. (Jersey) Ltd.
- Jurisdiction
- Jersey
- Judgment Date
- 28 October 1987
- Procedural Posture
- Civil / Judgment
- Outcome
- application dismissed
- Legal Topics
- Discretionary Trust, Beneficiaries, Letter of Wishes
Case Brief
Summary, issues, holding and outcome
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Parties
West
Applicant
Lazard Bros. & Co. (Jersey) Ltd.
Respondent
Procedural Posture
Civil / Judgment
Legal Issues
- 1 Whether a person named in a settlor's letter of wishes is a beneficiary of a discretionary trust
Ratio Decidendi
The court held that a person named in a settlor's letter of wishes is not a beneficiary of a discretionary trust unless expressly named in the trust instrument.
Court Disposition
application dismissed
Full Case Text
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