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.
News from Appleby
News from The Lawyer
Briefings from Appleby
Bermuda’s legal framework facilitates the creation of flexible and economically viable co-investment vehicles within a stable and business-friendly jurisdiction.
Feltham v Bouskell provides a cautionary tale for lawyers regarding the need to act quickly upon the receipt of instructions from elderly or ill clients.
Analysis from The Lawyer
The past quarter has been busy for the offshore sector as firms have looked to capitalise on globalisation, while workflow has remained high
Business is booming in the Isle of Man, a small jurisdiction that thinks big