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Jersey Case Law

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Trusts and estates [2013] JRC 029

In the matter of the Dunlop Settlement

In the matter of the Dunlop Settlement [2013] JRC 029 (06 February 2013)

The court authorised Capita, as trustee of the Dunlop Settlement, to enter a settlement that would exhaust trust assets to meet substantial claims.

  • Trustee powers and duties
  • Settlement of trust claims
  • Surrender of discretion
  • Conflict of interest
  • Distribution of trust assets
  • Bankruptcy and trusts
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Trusts

In re B Settlement v

In re B Settlement v [2012] 1 JLR_Note 11 (05 January 2012)

The court accepted a surrender of discretion by trustees and gave directions, holding that such relief is available where genuine difficulty or conflict prevents proper exercise of discretion.

  • Powers and duties of trustees
  • Surrender of discretion
  • Trusts
  • Trustee-powers
  • Judicial-directions
  • Surrender-of-discretion
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Trusts [2012] JRC 005

In the matter of A (Settlement)

In the matter of A (Settlement) [2012] JRC 005 (05 January 2012)

The Royal Court of Jersey accepted a trustee’s surrender of discretion, implemented a settlement agreement among adult beneficiaries, and refused a tax-avoidance loan direction.

  • Trustee discretion
  • Conflict of interest
  • Tax avoidance
  • Beneficiary settlement
  • Surrender of discretion
  • Trustee-discretion
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Trusts [2009] JRC 223

A Settlement

A Settlement [2009] JRC 223 (25 November 2009)

Trustee directions dispute over conflicts, disclosure, distributions, and fees in family settlements holding Irish company interests.

  • Trustee discretion
  • Surrender of discretion
  • Beneficiary rights
  • Disclosure orders
  • Trustee fees
  • Conflict of interest
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Trusts [2001] JLR 530

Abacus (C.I.) Ltd. v Hirschfield

Abacus (C.I.) Ltd. v Hirschfield [2001] JLR 530 (17 September 2001)

On a trustee’s application for directions, the court held it could accept a surrender of discretion for good reason and would then exercise it in beneficiaries’ interests.

  • Powers and duties of trustees
  • Surrender of discretion
  • Court directions
  • Trusts
  • Trustee-powers
  • Court-directions
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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.