Categories:Funds,Offshore

Beneficiaries and the disclosure of trust documents

Trust beneficiaries frequently ask what trust documents trustees are obliged to disclose to them.

In this article, I am only dealing with common trust situations without taking into account any special or compelling reasons why information should or should not be disclosed.

There are some trusts that have information-controlling mechanisms embedded in the trust deed that only permit the trustee to disclose trust information to a protector or to the beneficiaries with the protector’s consent; this article does not consider such specialised trusts…

If you are registered and logged in to the site, click on the link below to read the Appleby briefing. If not, please register or sign in with your details below.

Briefings from Appleby

  • Incorporating your business has many advantages

    Incorporation describes the process of forming a new legal entity (a company) that is recognised at law as a separate legal person.

  • Wealth Structuring 20:20 2014

    This feature publication aims to tap into the issues facing high-net-worth individuals around the globe, and investigate the themes and challenges affecting this elite group.

View more briefings from Appleby

Analysis from The Lawyer

  • /v/a/c/offshore.jpg

    Distant shores

    The past quarter has been busy for the offshore sector as firms have looked to capitalise on globalisation, while workflow has remained high

  • /b/s/t/Isle_of_Man_.jpg

    Offshore: Isle of Man - Go Man, go

    Business is booming in the Isle of Man, a small jurisdiction that thinks big

View more analysis from The Lawyer

Overview

1st Floor
3 Copthall Avenue
London
EC2R 7BH
UK
http://www.applebyglobal.com

Total staff: 528
Partners: 64