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Jersey Case Law

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Trusts and estates [2022] JRC 154

Representation of HSBC Trustee (CI) Limited Re: The Carrot and Dandelion Trusts

Representation of HSBC Trustee (CI) Limited Re: The Carrot and Dandelion Trusts [2022] JRC 154 (08 July 2022)

The Jersey Royal Court approved a trustee’s neutral participation in Jersey and New York proceedings, subject to cost caps and a right for the bank to object.

  • Beddoe application
  • Trustee powers
  • Costs indemnity
  • Foreign proceedings
  • Freezing order
  • Beddoe-application
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Trusts [2020] JRC 161

In the matter of the Arpettaz Settlement

In the matter of the Arpettaz Settlement [2020] JRC 161 (10 August 2020)

The Royal Court approved a trustee’s participation in English fraud proceedings, directed a neutral stance, permitted limited disclosure of privileged advice, and allowed costs from disputed assets.

  • Trustee participation in foreign proceedings
  • Disclosure of privileged advice
  • Costs indemnity
  • Jurisdictional issues
  • Trusts
  • Foreign-proceedings
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Trusts [2012] 2 JLR 330

Trilogy Management v YT Charitable Foundation

Trilogy Management v YT Charitable Foundation [2012] 2 JLR 330 (09 November 2012)

In a non-adversarial trust administration dispute, the court held that a neutral trustee is entitled to full indemnity for reasonable costs and expenses from the trust fund.

  • Costs indemnity
  • Trust administration
  • Trusts
  • Trust-administration
  • Costs
  • Indemnity-costs
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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.