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