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  • Article

    Enhancing Jersey's Philanthropic Wealth Structures

    There are distinguishing characteristics between charity (which tends to focus on the relief of a particular social problem) and philanthropy
    JerseyCorporate/Commercial Law
    Appleby
    Appleby
  • Article

    Cash Flow Is King In An Insolvent Trust Says Jersey Royal Court

    In a recent judgement re the Z Trusts [2015] JRC196C from the Royal Court of Jersey it was held that the test for an insolvent trust is a cash flow test, rather than a balance sheet test.
    JerseyWealth Management
    Appleby
    Appleby
Article

Multi Family Offices, The Marketing Illusion

Michael Shenkin takes a look at the branding of multi-family office services by financial institutions for Jersey’s 20/20 Magazine.
JerseyWealth Management
Hatstone Lawyers
Hatstone Lawyers
  • Article

    The Use Of Jersey And Guernsey Trusts For Asset Protection - Q&A

    Jersey and Guernsey trusts and foundations are popular choices for asset protection structuring. In this Q&A, partner Rupert Morris and senior counsel Sevyn Kalsi from Walkers' Guernsey and Jersey Private Capital & Trusts teams...
    JerseyWealth Management
    Walkers
    Walkers
  • Article

    Divorcing Beneficiaries & Requests To Exclude A Divorcing Spouse

    It is common for Jersey discretionary trusts to grant a power to the trustees to exclude a beneficiary from receiving any further benefit under the trust, but should you exercise this power to exclude a divorcing beneficiary?
    JerseyCorporate/Commercial Law
    Collas Crill
    Collas Crill
  • Article

    Retired From A Trust And Now Faced With Liabilities?

    This lien provides retired trustees with a right to be indemnified by their successors up to the trust assets held by such successor.
    JerseyCorporate/Commercial Law
    Collas Crill
    Collas Crill
  • Article

    A Wake Up Call For Fiduciaries: Important Lessons From Nolan And Minerva

    The Nolan v Minerva case served as a sharp wake up call to professional service providers who may find themselves liable by failing to act independently or question a client's motives.
    JerseyCorporate/Commercial Law
    Collas Crill
    Collas Crill
  • Article

    Minute Writing Training

    Trustees are under a statutory duty to keep accurate records of their trusteeship, but what does that mean in practice when recording trustees' decisions? We are often asked to prepare minutes for...
    JerseyCorporate/Commercial Law
    Appleby
    Appleby
  • Article

    The Nature Of A Beneficiary's Interest Under A Jersey Law Trust

    An article by Group Partner Sam Williams has been published in Trust & Trustees magazine on the topic of the nature of a beneficiary's interest under a Jersey law trust.
    JerseyCorporate/Commercial Law
    Collas Crill
    Collas Crill
  • Article

    The Relevance Of Public Policy To Judicial Decisions Affecting The Jersey Finance Industry

    Oliver has written for Trusts and Trustees about three trust cases in which public policy arguments relating to the Jersey finance industry were raised.
    JerseyCorporate/Commercial Law
    Ogier
    Ogier
  • Article

    The Role Of The Court In Beddoe Applications—Re The F Charitable Trust

    Oliver has written for Trusts and Trustees about Beddoe applications – his piece considers the nature of Beddoe applications, how they compare with other categories of trustee applications...
    JerseyCorporate/Commercial Law
    Ogier
    Ogier
  • Article

    The Royal Court's Jurisdiction To Declare Invalid The Exercise Of Fiduciary Powers

    The court was required to consider whether the alleged conflict of interest of the persons appointed as new protectors was such as to invalidate their appointment.
    JerseyCorporate/Commercial Law
    Bedell Cristin
    Bedell Cristin
  • Article

    The Silent, And Not So Silent, Giving: High Net Worths And Philanthropy In Jersey

    She looks at the motivation behind 'giving' and how the way in which individuals give also differs.
    JerseyCorporate/Commercial Law
    Collas Crill
    Collas Crill
  • Article

    With Great Power ...

    A recent decision in the Royal Court of Jersey has given clear guidance on the duties of a person appointing trustees or protectors of a trust.
    JerseyCorporate/Commercial Law
    Carey Olsen
    Carey Olsen
  • Article

    Jersey Leads The Way With Hastings-Bass Legislation

    The States of Jersey has this week approved the latest amendment to the Trusts Law 1984 which will codify the Hastings-Bass principle as it has been developed in the Jersey courts and will also codify the principles developed in relation to mistake.
    JerseyWealth Management
    Appleby
    Appleby
  • Article

    Duties Of Trustees

    The relationship of trustees to beneficiaries is viewed as fiduciary, meaning there are certain equitable principles which prevent trustees from abusing their position;
    JerseyCorporate/Commercial Law
    Appleby
    Appleby
  • Article

    Private Client Guide 2021 - Jersey

    Walkers has recently worked with ICLG to create a Private Client guide exploring the jurisdiction of Jersey for 2021.
    JerseyCorporate/Commercial Law
    Walkers
    Walkers
  • Article

    Court Questions Its Willingness To Assist Aggressive Tax Avoidance Schemes Through The Use Of Rectification

    In the matter of the Representation of IFM Corporate Trustees Limited v Helliwell and Mountain[2015] JRC160 the Royal Court of Jersey was asked to exercise its discretion to make an order for rectification.
    JerseyLitigation, Mediation & Arbitration
    Collas Crill
    Collas Crill
  • Article

    Momentous Decisions In Jersey - Wishes, Taxes, Conflicts And Protectors

    This article considers a recent example of Public Trustee v Cooper applications in Jersey reported as In the Matter of the Piedmont Trust & Riviera Trust [2021] JRC 24.
    JerseyLitigation, Mediation & Arbitration
    Walkers
    Walkers
  • Article

    对错误的救济 — 泽西岛法院将如何创新?

    於最近审议为纠正泽西岛全权信托相关错误而提起的申请时,皇家法院拒绝使用1984年《信托(泽西岛)法》(经修订)(信托法)第47E条赋予的"
    JerseyCorporate/Commercial Law
    Walkers
    Walkers
  • Showing 1–20 of 353 results

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