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Jersey decisions
Decisions matching the current search
Representation of BOS Trustees Limited [2024] JRC 124 (28 May 2024)
The Jersey Royal Court refused a trustee leave to distribute ÂŁ1 million to a beneficiary after late adverse claims to the trust assets emerged, including a draft Order of Justice and amended pleadings.
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.
In the matter of Vistra Corporate Services Ltd re: Ennismore Fund Management Ltd EBT [2023] JRC 222 (09 October 2023)
The Royal Court of Jersey blessed a trustee’s revised decision to distribute trust assets to Mr Vigeland, holding it was a reasonable exercise of discretion.
In the matter of The Piedmont Trust and the Riviera Trust [2021] JRC 248 (05 October 2021)
The Jersey Royal Court approved trustees’ proposed termination and distribution of two family trusts, rejecting conflict and letters-of-wishes objections.
B v Erinvale PTC Limited and Ors 15-Oct-2020 [2020] JRC 213 (15 October 2020)
The Jersey Royal Court set aside a trustee decision refusing to add B as a beneficiary in her own right, holding the refusal was unreasonable.
The Royal Court blessed Herald Trustees Limited’s decision to distribute the Q Trust assets and terminate the trust, and gave directions on share certificates.
In re Y Trust v [2014] 1 JLR 199 (28 January 2014)
The court approved a trustee’s refusal to disclose trust information to a non-beneficiary, finding the decision was made in good faith, reasonable, and conflict-free.
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.
In re Onorati Settlement v [2013] 2 JLR 324 (17 September 2013)
The court set aside a trustee’s appointment of the entire trust fund after finding the trustee failed to consider serious adverse tax consequences for UK-resident beneficiaries.
The Royal Court approved a trustee’s proposal to appoint all D Trust assets to selected beneficiaries and a foundation, finding the decision within power and reasonable.
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