Representation of The Grundy Trust
Representation of The Grundy Trust [2020] JRC 071 (27 April 2020)
The Jersey Royal Court set aside part of a trustee’s exclusion of Mrs S from a trust, holding the trustee failed to consider relevant factors and could limit exclusion to Mr S’s lifetime.
- Exercise of trustee powers
- Exclusion of beneficiaries
- Mistake
- Relevant considerations
- Inheritance tax
- Trusts