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Jersey Case Law

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Trusts and estates [2024] JRC 187

Representation of K Trustees Limited re G Trust

Representation of K Trustees Limited re G Trust [2024] JRC 187 (15 September 2024)

Jersey Royal Court gave Beddoe relief in trust litigation, directing the trustees to defend hostile proceedings and authorising limited trust funding for related costs.

  • Beddoe relief
  • Trustee directions
  • Trustee costs
  • Beneficiary claims
  • Funding litigation from trust assets
  • Beddoe-relief
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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 [2013] JRC 142

Trilogy Management Limited -v- YT and Others

Trilogy Management Limited -v- YT and Others [2013] JRC 142 (22 July 2013)

Costs ruling on a trust dispute: all three preliminary issues were treated as trust-administration matters, so costs came from the trust fund.

  • Trust administration
  • Trustee costs
  • Dividend distribution
  • Articles of association
  • Beddoe relief
  • Beneficiaries dispute
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Trust law [2010] JRC 054

Representation of Caversham Trustees Limited

Representation of Caversham Trustees Limited [2010] JRC 054 (11 March 2010)

The Royal Court discharged a trustee’s undertaking over retained trust funds after no party pursued a proprietary claim and no public-interest reason remained.

  • Discharge of undertaking
  • Proprietary claims
  • Fraudulent preference
  • Trustee costs
  • Trust-law
  • Undertakings
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Trusts [2008] JRC 150

In the matter of the E, L, O and R Trusts.

In the matter of the E, L, O and R Trusts. [2008] JRC 150 (11 September 2008)

The Royal Court of Jersey held that a trustee in a plain conflict of interest should have retired by July 2006 and could not recover related fees or costs after 25 July 2006.

  • Removal of trustee
  • Conflict of interest
  • Trustee costs
  • Fiduciary duty
  • Trustee-removal
  • Conflict-of-interest
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Trusts [2008] JRC 098

A Trustees Limited -v- W X Y and Z

A Trustees Limited -v- W X Y and Z [2008] JRC 098 (20 June 2008)

The Jersey Royal Court refused W’s request to tax the trustee’s costs on the trustee basis and ordered the trustee and convened parties’ costs paid from the new trust.

  • Trustee costs
  • Costs orders
  • Taxation of costs
  • Indemnity basis
  • Trustee-costs
  • Taxation-of-costs
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Trusts [2007] JLR 527

Alhamrani v J.P. Morgan

Alhamrani v J.P. Morgan [2007] JLR 527 (30 August 2007)

The court held that challenges to a trustee’s costs need only a proper allegation of unreasonableness; no higher ‘real concern’ threshold applies to neutral trustees.

  • Trustee costs
  • Court supervision
  • Indemnity
  • Trusts
  • Trustee-costs
  • Court-supervision
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Trusts and estates [2007] JRC 149

Representation of Lincoln Trust

Representation of Lincoln Trust [2007] JRC 149 (02 August 2007)

The Royal Court allowed a trustee’s costs on an indemnity basis, despite earlier criticism, because the trustee had acted properly and no misconduct was found.

  • Trustee costs
  • Indemnity from trust fund
  • Trustee duties
  • Court directions to trustees
  • Trustee-costs
  • Indemnity-costs
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Criminal law [2001] JRC 75

Batalla Representation v

Batalla Representation v [2001] JRC 75 (26 March 2001)

The court partly discharged a saisie judiciaire for assets not yet subject to US forfeiture proceedings, declined to discharge the rest, and allowed Trustee costs to be paid from realisable property.

  • Saisie judiciaire
  • Drug trafficking proceeds
  • Forfeiture proceedings
  • Trustee costs
  • Court directions
  • Saisie-judiciaire
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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.