353 results found

Unlike professional trustee companies, a PTC exists purely to act as trustee of one or more connected trusts, often for a single family.

In our October update, we provided a briefing on the important decision in Representation of the Z Trusts [2015] JRC 196C which provided welcome guidance...

Collas Crill Trust (CCT) has made a number of appointments in its Guernsey and Jersey offices.

The proceedings sought orders setting aside deeds of retirement and appointment (DORAs) executed in 2007, by which a corporate Panamanian trustee was appointed trustee of the Manor House and Russian Trusts...

James Campbell is a partner in Ogier's Jersey private client and trusts team advising professional trustees...

Reforms to BVI probate rules have placed more pressure than ever before on practitioners to have their paperwork in proper order for grant applications ...

Not for the first time in recent years, the Royal Court of Jersey has shown itself willing to assist a trustee by setting aside a previous decision of that trustee ...

Nicola Roberts, Advocate and managing associate in Ogier's dispute resolution team examines the recent decision in Her Majesty's Attorney General v Rosenlund and Another (2016)...

In its decision in Des Pallieres v JP Morgan Chase & Co the Jersey Court of Appeal has provided a clear view of the principles that apply to costs awards in trust proceedings for parties acting in a fiduciary capacity.

Carey Olsen counsel Victoria Grogan takes a look at different forms of company structure and outlines the steps people should take to safeguard their business' future after their death.

In a recent decision, arising out of a long running family dispute concerning two trusts, the Royal Court made a number of notable findings regarding the scope and effect of undue influence in a trusts context.

A Jersey employee benefit trust is cost effective to set up and with a wide range of options and benefits available, it is an attractive solution for employers seeking to incentivise their employees.

Succession planning in family businesses is a complex endeavour. It involves identifying and nurturing potential successors, creating a clear roadmap for leadership transition, and ensuring...

In a recent decision, the Royal Court has expressed reluctance to grant relief on the grounds of mistake in circumstances where, rather than a settlor being unaware of and therefore mistaken...

Limitation is a perennial concern for plaintiffs, and knowing when time starts to run is particularly troublesome where plaintiffs have been unaware of their potential claim...

In November 2016, the Royal Court handed down its judgment in In the Matter of the C Trust Company Limited [2016] JRC 144 in which it blessed momentous decisions taken by the council member of five Jersey foundations.

DISCLOSURE OF TRUST information by trustees to beneficiaries is fundamental in permitting beneficiaries to assert their right to hold trustees to account in the administration of a trust.