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Jersey Case Law

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Trusts and estates [2023] JRC 087

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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Civil procedure [2021] JRC 221

Morelli v Morelli and Wagland and Ors

Morelli v Morelli and Wagland and Ors [2021] JRC 221 (23 August 2021)

The Royal Court of Jersey refused an inquiry into damages on cross-undertakings after ex parte injunctions, finding the claimed losses were not causally shown and discretion also weighed against it.

  • Undertakings in damages
  • Interim injunctions
  • Forced heirship
  • Estate administration
  • Liquidation of company
  • Discretion to order inquiry
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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.