Jersey Case Law

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited re T Trusts

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited re T Trusts [2024] JRC 186 (15 September 2024)

The Royal Court of Jersey blessed trustees’ equal 50/50 allocation of French-loan losses between two beneficiaries, extended vesting dates, and made ancillary costs orders.

• Trustee powers
• Distribution of trust assets
• Court blessing of trustee decisions
• Administration costs
• Beneficiary disputes
• Vesting date extension

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Representation of BOS Trustees Limited

Representation of BOS Trustees Limited [2024] JRC 124 (28 May 2024)

The Jersey Royal Court refused a trustee leave to distribute £1 million to a beneficiary after late adverse claims to the trust assets emerged, including a draft Order of Justice and amended pleadings.

• Distribution of trust assets
• Third-party claims
• Beneficiary status
• Paraphernal assets
• Trustee discretion
• Trusts

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Representation of X Trust Limited in the matter of Q Trust and R Trust

The Royal Court blessed a trustee’s equal distribution and termination of two trusts after concluding earlier concerns on conflict, tax uncertainty, and valuation were sufficiently addressed.

• Momentous decision
• Blessing application
• Trust termination
• Distribution of trust assets
• Conflict of interest
• Tax liability

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Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited Re T Trust

Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited Re T Trust [2024] JRC 015 (18 January 2024)

The Royal Court of Jersey partly blessed a trust distribution plan, rejected the French write-off allocation, approved the Property 1 approach in principle, and ordered taxation of costs.

• Trustee decision-making
• Distribution of trust assets
• Allocation of losses
• Quantum and allocation of costs
• Court blessing of trustee actions
• Trusts

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In the matter of Vistra Corporate Services Ltd re: Ennismore Fund Management Ltd EBT

In the matter of Vistra Corporate Services Ltd re: Ennismore Fund Management Ltd EBT [2023] JRC 222 (09 October 2023)

The Royal Court of Jersey blessed a trustee’s revised decision to distribute trust assets to Mr Vigeland, holding it was a reasonable exercise of discretion.

• Discretionary trusts
• Employee benefit trusts
• Trustee discretion
• Distribution of trust assets
• Clawback agreements
• Fiduciary duties

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In the matter of the Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited - Re: Y Trust

In the matter of the Representation of Ocorian Private Trustees (Jersey) Limited and Ocorian Limited - Re: Y Trust [2023] JRC 087 (02 June 2023)

The court refused to bless a final trust distribution plan because the Trustees wrongly treated a French property loss as reducing a beneficiary's equalisation benefit.

• Court blessing of trustee decisions
• Distribution of trust assets
• Forced heirship
• Equalisation of trust benefits
• Trustee indemnities
• Trustee costs and expenses

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Representation of Equiom Trust (CI) Limited re Will Trust of Hajsky

Representation of Equiom Trust (CI) Limited re Will Trust of Hajsky [2023] JRC 036 (06 March 2023)

The Jersey Royal Court approved a cy-près style application to transfer a small charitable trust’s assets to Brightly because the trust’s original purpose was impracticable.

• Cy-près doctrine
• Charitable trusts
• Distribution of trust assets
• Cy-pres-doctrine
• Charitable-trusts
• Trusts-law

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Representation of J Trustee Limited re Z Trust

Representation of J Trustee Limited re Z Trust [2023] JRC 006 (16 January 2023)

The Jersey Royal Court blessed a trustee’s decision to compensate two beneficiaries for missed distributions, distribute a trust fund equally among six siblings, and terminate the trust.

• Trustee powers
• Distribution of trust assets
• Court blessing of trustee decisions
• Beneficiary representation
• Termination of trust
• Trusts

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In the matter of the Wigwam Trust

In the matter of the Wigwam Trust [2022] JRC 263 (02 December 2022)

The Jersey Royal Court approved a trustee’s momentous decision to distribute all assets of the Wigwam Trust, separating family provision from philanthropy.

• Momentous trustee decisions
• Distribution of trust assets
• Beneficiary interests
• Termination of trust
• Trusts
• Momentous-trustee-decisions

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Dix and Ors v Sigma Group Limited

Dix and Ors v Sigma Group Limited [2021] JRC 326 (24 December 2021)

Post-judgment directions in a trust and pension dispute over quantum, distribution of scheme monies, and whether the Second Plaintiff may share in the surplus.

• Breach of trust
• Assessment of quantum
• Acquiescence
• Concurrence
• Distribution of trust assets
• Equitable compensation

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