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Jersey Case Law

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Trusts [2020] JRC 213

B v Erinvale PTC Limited and Ors 15-Oct-2020

B v Erinvale PTC Limited and Ors 15-Oct-2020 [2020] JRC 213 (15 October 2020)

The Jersey Royal Court set aside a trustee decision refusing to add B as a beneficiary in her own right, holding the refusal was unreasonable.

  • Discretionary-trusts
  • Addition-of-beneficiaries
  • Matrimonial-proceedings
  • Jurisdiction-of-court-under-article-51-trusts-(jersey)-law-1984
  • Conflict-of-interest-in-trustees
  • Supervisory-jurisdiction-of-court-over-trustees
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Trusts [2020] JRC 062

Representation of Maram Trust 20-Apr-20

Representation of Maram Trust 20-Apr-20 [2020] JRC 062 (20 April 2020)

The Jersey Royal Court appointed the settlor’s ex-wife as trustee of a Belize trust, but refused to bless proposed changes because they were not momentous.

  • Appointment-of-trustee
  • Change-of-proper-law
  • Addition-of-beneficiaries
  • Resettlement-of-trust-assets
  • Trusts
  • Trustee-appointment
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Trusts [2016] JRC 092

Representation of the B Settlement

Representation of the B Settlement [2016] JRC 092 (06 May 2016)

The Jersey Royal Court held that trustees retained power under Clause 3.1 to add beneficiaries after the principal beneficiary’s death, with the consent شرط ending then.

  • Interpretation-of-trust-deed
  • Addition-of-beneficiaries
  • Trustee-powers
  • Trust-deed-interpretation
  • Jersey-trusts
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Trusts [2012] 1 JLR 324

In re Shinorvic Trust v

In re Shinorvic Trust v [2012] 1 JLR 324 (20 April 2012)

Equity cured a defective appointment of a trust beneficiary where the settlor intended the gift, attempted it, and the defect was formal only.

  • Defective-exercise-of-power
  • Addition-of-beneficiaries
  • Equitable-remedies
  • Trusts
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Trusts [2012] JRC 081

In the matter of the Shinorvic Trust

In the matter of the Shinorvic Trust [2012] JRC 081 (20 April 2012)

The Jersey Royal Court upheld a trustee appointment and held that Mrs B had been validly added as a beneficiary despite a witnessing defect.

  • Defective-execution-of-powers
  • Appointment-of-trustees
  • Addition-of-beneficiaries
  • Equitable-relief
  • Moral-obligation-in-equity
  • Trusts
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Trusts [2012] JRC 066

In the matter of The A Trust

In the matter of The A Trust [2012] JRC 066 (26 March 2012)

The Royal Court of Jersey blessed a trustee’s decision to add the settlors’ remoter issue as beneficiaries of a family trust, finding the trust was intended to be inter-generational.

  • Variation-of-trusts
  • Addition-of-beneficiaries
  • Trustee-powers
  • Blessing-of-trustee-decisions
  • Settlor's-wishes
  • Trusts
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Trusts [2011] JRC 141A

In the matter of the RR Settlement

In the matter of the RR Settlement [2011] JRC 141A (20 July 2011)

The Royal Court of Jersey sanctioned trustees’ proposed distribution of a trust fund to O Trust, subject to verifying that O Trust is a valid charity.

  • Court-sanction-of-trustee-decisions
  • Addition-of-beneficiaries
  • Charitable-status-determination
  • Protector-powers
  • Trusts
  • Trustee-blessing-application
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Trusts [2010] JRC 083

In the matter of the representation of G

In the matter of the representation of G [2010] JRC 083 (21 April 2010)

The Jersey Royal Court dismissed a beneficiary’s discovery application as premature because the trust allegations were not properly pleaded.

  • Trustee-discretion
  • Beneficiary-rights
  • Discovery
  • Pleading-requirements
  • Removal-of-protector
  • Addition-of-beneficiaries
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Jersey decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.