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Jersey Case Law

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Trusts [2023] JRC 242

Representation of BOS Trustee Limited

Representation of BOS Trustee Limited [2023] JRC 242 (30 November 2023)

The Jersey Royal Court refused a trustee’s request to surrender its discretion on a proposed trust distribution, directed it to decide within 21 days, and allowed its costs.

  • Surrender of trustee discretion
  • Trustee costs
  • Beneficiary status
  • Directions to trustees
  • Trustee-discretion
  • Trustee-directions
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Trusts and estates [2020] JRC 220

Representation of V Trustees Limited (Formerly G Trustees Limited) re K and N Trusts 21 Oct 2020

Representation of V Trustees Limited (Formerly G Trustees Limited) re K and N Trusts 21 Oct 2020 [2020] JRC 220 (21 October 2020)

The Court accepted a trustee’s surrender of discretion over an inter-trust loan, but refused to approve restructuring that would benefit excluded persons or rebalance the trusts.

  • Surrender of trustee discretion
  • Inter-trust loans
  • Excluded persons provisions
  • Self-dealing/conflict of interest
  • Trustee powers under bermudan law
  • Court's jurisdiction over foreign 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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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.