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Jersey Case Law

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Trusts [2020] JRC 071

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
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Trusts [2015] JRC 059

In the matter of the Y Trust

In the matter of the Y Trust [2015] JRC 059 (25 March 2015)

The Royal Court accepted a trustee’s surrender of discretion, approved closure of a trust beneficiary class, and directed distributions to implement a divorce settlement.

  • Surrender of trustee discretion
  • Termination of trust
  • Distribution of trust assets
  • Fraud on a power
  • Exclusion of beneficiaries
  • Trust-law
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Trusts [2012] JRC 086B

Representation of the C Trust

Representation of the C Trust [2012] JRC 086B (25 April 2012)

The Royal Court of Jersey set aside a trust appointment that excluded two young grandchildren from benefit during their grandmother’s lifetime.

  • Exclusion of beneficiaries
  • Exercise of trustee discretion
  • Letters of wishes
  • Ancillary relief proceedings
  • Beneficiary rights
  • Trust-discretion
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Trusts [2010] JRC 003A

Barclays -v- Hsu and Others

Barclays -v- Hsu and Others [2010] JRC 003A (06 January 2010)

The Royal Court of Jersey dismissed Nien-Hsi Hsu’s enforcement application concerning a Massachusetts judgment and released the trustee from its no-distribution undertaking.

  • Recognition and enforcement of foreign judgments
  • Trust administration
  • Exclusion of beneficiaries
  • Procedural compliance
  • Recognition-and-enforcement-of-foreign-judgments
  • Trust-administration
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Trusts [2005] JRC 142

Dunham & La Ville Trustee v Toland Trust and O

Dunham & La Ville Trustee v Toland Trust and O [2005] JRC 142 (13 October 2005)

The Jersey Royal Court held that two trust appointments were ultra vires because the receiving trusts had longer trust periods, but ratified resulting distributions.

  • Ultra vires appointments
  • Ratification of distributions
  • Trust period limitations
  • Exclusion of beneficiaries
  • Trusts
  • Ultra-vires
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About this LexChat collection

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.