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As a matter of Jersey law, where a trustee retires or is removed it is entitled to be provided with reasonable security for liabilities before surrendering the trust property.
Clients from forced heirship jurisdictions can establish an offshore trust that will be defended by the court.
Court confirms that beneficiary’s proper route to challenging fiduciary’s costs lay in challenging the trustee’s agreement.
Setting up a family trust outside the Middle East with Sharia elements.
A bill was submitted to the Luxembourg parliament which has the purpose of introducing (i) a new wealth management vehicle in the form of a private foundation.
Ogier private client specialist Sally Edwards has been shortlisted as a Citywealth Power Woman.
Recent English case law has served to emphasise the requisite levels of intention needed on the part of the transferor for the creation of a Quistclose trust or any other sort of analogous resulting trust.
Two judgments have provided some insight into the exercise of the Royal Court’s supervisory jurisdiction over Jersey trusts.
Ogier’s head of private client and trusts services, partner Sally Edwards, will discuss common obstacles and issues arising in protecting the trustee in a session at the International Trusts & Private Client Forum in Jersey.
A case concerns whether or not there is a form of equitable remedy which would justify an earlier trustee who had disposed of assets.
These two cases are helpful in terms of how the court sees the inter-relationship between the new article 47 test for mistake and the pre-existing provision of the TJL at article 11.
The Ogier partner was named in Eprivateclient’s list of the top 50 most influential people and Who’s Who Legal: Private Client 2014.
This briefing is primarily intended to help service providers and charities understand how the law might affect them, and how they should respond.
Ogier is expanding in Jersey with the recruitment of partner Matthew Shaxson from Mourant Ozannes.
Sally Edwards, partner and head of the private client and trusts team at Ogier, has been shortlisted for the Citywealth Power Women Awards 2015.
This briefing discusses some of the issues to be considered by trustees of Guernsey trusts and their advisers when foreign couples connected with the trust divorce.
This judgment in the Court of Appeal considered an appeal on one part of the judgment of Lieutenant Bailiff Chadwick (the Judge) of December 2013.
Should a trustee appeal a decision of the Royal Court in administrative proceedings? In the matter of the R and RA Trusts
The Court of Appeal in Guernsey has handed down an important judgment in non-contentious trust proceedings commenced by way of application made by the trustees.
Both Ogier Legal and Ogier Fiduciary Services won awards at the Citywealth Magic Circle Awards 2014, which were held on 8 May at the Grange Hotel in London.
In this case there had been a succession of fundamental errors in the administration of two Jersey trusts, both given the same name and having the same terms and beneficiaries.