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Jersey Case Law

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Trusts and estates [2023] JRC 107

Representation of BOS Trustee Limited

Representation of BOS Trustee Limited [2023] JRC 107 (28 June 2023)

The Royal Court granted directions in a trust dispute, ordered four requests for particulars to be answered, and struck out C’s paraphernal assets claim.

  • Trust administration
  • Beneficiary rights
  • Disclosure of trust documents
  • Capacity and undue influence
  • Jurisdiction and procedure
  • Foreign law claims
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Trusts law [2022] JRC 203

Representation of Y re W Trust 30 Sep 2022

Representation of Y re W Trust 30 Sep 2022 [2022] JRC 203 (30 September 2022)

The court held that the W Trust still subsisted, appointed Y as trustee, and confirmed his right to seek disclosure of trust records to pursue recovery of trust assets.

  • Existence and subsistence of trust
  • Appointment of trustee
  • Breach of trust
  • Trust asset recovery
  • Disclosure of trust documents
  • Trusts-law
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Trusts and estates [2018] JRC 214

In the matter of the I Trust, the J Trust, the K Trust and the L Trust

In the matter of the I Trust, the J Trust, the K Trust and the L Trust [2018] JRC 214 (23 November 2018)

The Royal Court of Jersey held that a trustee’s delayed and cautious disclosure amounted to misconduct, ordering standard costs against the trustee and denying it indemnity from the trust fund.

  • Disclosure of trust documents
  • Trustee misconduct
  • Costs orders
  • Beneficiary rights
  • Trust-disclosure
  • Trustee-misconduct
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Trusts [2015] JRC 166

Trilogy Management -v- YT and Others

Trilogy Management -v- YT and Others [2015] JRC 166 (12 August 2015)

The court ordered disclosure of trustee deliberation documents about selecting a replacement trustee, holding disclosure was necessary and proportionate in the circumstances.

  • Disclosure of trust documents
  • Trustee duties
  • Beneficiary rights
  • Legal professional privilege
  • Court's discretion in trust administration
  • Trusts
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Trusts [2014] JRC 207

In the matter of the Y Trust

In the matter of the Y Trust [2014] JRC 207 (28 October 2014)

The Royal Court of Jersey held that B remained a beneficiary of the Y Trust, was not a notional settlor, and limited disclosure for New York divorce proceedings.

  • Beneficiary status
  • Disclosure of trust documents
  • Notional settlor
  • Excluded class
  • Supervisory jurisdiction
  • Cross-border matrimonial proceedings
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Trusts and estates [2013] JRC 136

Representation of B (Trust)

Representation of B (Trust) [2013] JRC 136 (05 July 2013)

The Jersey Royal Court ordered disclosure of trust documents to an unnamed beneficiary and held that the trustee must account, despite objections over service and scope.

  • Trustee's duty to account
  • Disclosure of trust documents
  • Jurisdiction over foreign trustees
  • Beneficiary rights
  • Supervisory jurisdiction of court over trusts
  • Trustee-duty-to-account
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Trust law [2013] JRC 135

Representation of A (Trust)

Representation of A (Trust) [2013] JRC 135 (05 July 2013)

The Jersey Royal Court ordered a trustee to disclose B Trust documents and bank statements to a beneficiary, while allowing Grasselle to challenge jurisdiction.

  • Trustee duty to account
  • Disclosure of trust documents
  • Jurisdiction
  • Service of process
  • Trust-law
  • Trustee-duty-to-account
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Trust law [2013] JRC 028

Volaw -v- Trustcorp

Volaw -v- Trustcorp [2013] JRC 028 (04 February 2013)

The Royal Court of Jersey ordered an outgoing trustee to disclose trust records to an incoming trustee so it could investigate a possible breach of trust.

  • Trustee duties
  • Disclosure of trust documents
  • Breach of trust
  • Trust administration
  • Trust-law
  • Trustee-duties
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Family law [2013] JRC 015

F -v- G

F -v- G (Matrimonial) [2013] JRC 015 (23 January 2013)

The court dismissed a respondent’s application for further disclosure about two trusts in ancillary relief proceedings, finding enough information had already been provided.

  • Disclosure of trust documents
  • Ancillary relief
  • Resources available for financial provision
  • Family-law
  • Ancillary-relief
  • Trust-disclosure
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Trusts [2012] 1 JLR 62

In re Bird Charitable Trust v

In re Bird Charitable Trust v [2012] 1 JLR 62 (05 January 2012)

A Jersey trust directions case on retiring trustees’ duties to cooperate fully with a new trustee, including disclosure of trust documents and reasonable information requests.

  • Retirement of trustees
  • Duties of retiring trustees
  • Disclosure of trust documents
  • Trusts
  • Retiring-trustees
  • Trustee-disclosure
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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.