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Jersey decisions
Decisions matching the current search
Kea Investments v Watson and Ors 28-Apr-2021 [2021] JRC 124 (28 April 2021)
The Royal Court refused to restrict Kea Investments' enforcement of additional loans owed by a Jersey trust, holding that beneficiaries could not block a creditor's rights.
In the matter of the Y Trust [2014] JRC 027 (28 January 2014)
The Royal Court of Jersey blessed a trustee’s refusal to disclose trust information to a former beneficiary, finding the request was for a collateral purpose.
Garnham -v- PC and Others [2013] JRC 088 (13 May 2013)
The court directed distribution in specie of Mirador to the residuary beneficiaries, ordered targeted enquiries into other possible estate assets, and dealt with clause 3(A) documents.
In the matter of HHH Trust [2012] JRC 127B (28 June 2012)
The Jersey Royal Court held that a beneficiary could not obtain wide disclosure from a settlor, limiting disclosure to documents tied to the settlor’s fiduciary powers.
In re HHH Trust v [2012] 1 JLR_Note 6 (15 December 2011)
A Jersey trust note considering whether beneficiaries may obtain disclosure of trust documents, subject to the court’s discretion.
Chvetsov -v- BNP Paribas [2009] JRC 120 (19 June 2009)
The court allowed an appeal and struck out claims against a trustee’s nominee, holding no direct trust or tort duty was pleaded to beneficiaries.
Chvetsov v BNP Paribas [2009] JLR 217 (19 June 2009)
The court held that a trustee’s agent owes duties to the trustee, not directly to beneficiaries, and beneficiaries generally cannot sue the agent directly.
Caversham Trustees Ltd. v Patel [2007] JLR_Note 30 (21 March 2007)
A Jersey trust note stating that a trust may be terminated at the request of all beneficiaries if they are of full age and capacity.
In re Bastiaan Broere v [2004] JLR_Note 2 (14 January 2004)
A Jersey trust-law note on the scope of discovery available to a beneficiary, focusing on the court’s discretion and the limits on access to trust documents.
Stacho v Barclays Private Bank & Trust Ltd. [1998] JLR_Note 19a (10 February 1998)
A Jersey trust-law discovery note on whether beneficiaries may inspect trust documents. Discovery was granted, affirming beneficiaries’ right to access trust documents.
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