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Jersey Case Law

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Trusts [2023] JRC 006

Representation of J Trustee Limited re Z Trust

Representation of J Trustee Limited re Z Trust [2023] JRC 006 (16 January 2023)

The Jersey Royal Court blessed a trustee’s decision to compensate two beneficiaries for missed distributions, distribute a trust fund equally among six siblings, and terminate the trust.

  • Trustee powers
  • Distribution of trust assets
  • Court blessing of trustee decisions
  • Beneficiary representation
  • Termination of trust
  • Trusts
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Trusts [2022] JRC 263

In the matter of the Wigwam Trust

In the matter of the Wigwam Trust [2022] JRC 263 (02 December 2022)

The Jersey Royal Court approved a trustee’s momentous decision to distribute all assets of the Wigwam Trust, separating family provision from philanthropy.

  • Momentous trustee decisions
  • Distribution of trust assets
  • Beneficiary interests
  • Termination of trust
  • Trusts
  • Momentous-trustee-decisions
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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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Trust law [2013] JRC 252

Representation of RBC Trustees (CI) Limited

Representation of RBC Trustees (CI) Limited [2013] JRC 252 (12 December 2013)

The Jersey Royal Court ordered a beneficiary to appoint a new trustee and services provider, and allowed the trustee to forgive a debt and wind up the trust if she failed.

  • Trustee retirement
  • Appointment of new trustee
  • Forgiveness of debt
  • Termination of trust
  • Trust-law
  • Trustee-appointment
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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.