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Searching Content indexed under Trusts by Konrad Friedlaender ordered by Published Date Descending.
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Guernsey Substance Requirements Update – Foundations
Amendments to Guernsey's new substance regulations, which came into effect on 1 January 2019, have provided much needed clarity regarding the treatment of Guernsey foundations.
Guernsey
18 Jan 2019
2
'Ahead Of Its Time' Guernsey Trusts Law Reaches 10-Year Anniversary
The Guernsey Trusts Law remains a reminder of the jurisdiction's ability to innovate and to adapt to changing market conditions, according to leading trust and fiduciary lawyer Russell Clark.
Guernsey
16 Mar 2018
3
Data Protection & Subject Access – A Changing Landscape
Could a UK law firm be compelled to provide personal data which it held by reason of it having advised the trustee of a Bahamian Trust?
Guernsey
10 Mar 2017
4
Application Of The Rule In Hastings Bass In Guernsey
Somewhat surprisingly, the Guernsey Royal Court has never previously ruled on whether the Rule in Hastings Bass forms part of Guernsey law.
Guernsey
9 Sep 2015
5
Hedging Longevity Risk
Ever increasing life expectancy means increased longevity risk for pension schemes and their trustees. Historically, pension scheme trustees have had few options to address this risk which is now often the single biggest risk that trustees and the scheme sponsors face.
Guernsey
2 Jun 2015
6
Royal Court Of Jersey Confirms Existence Of Trustee’s Equitable Lien
A former trustee’s equitable lien is separate from any contractual right to an indemnity a former trustee may have under a deed of retirement of trustees.
Jersey
24 Mar 2015
7
Private Client Structuring: Private Trust Companies And Private Trust Foundations
Guernsey is renowned for being one of the leading jurisdictions for fiduciary work having built a strong reputation over decades and providing private clients with the right wealth structures quickly and with a high degree of expertise and professionalism.
Guernsey
9 Feb 2015
8
Royal Court Provides Guidance To Jersey Trustees Involved In Foreign Divorce Proceedings
The judgments in the Representation of HSBC International Trustee Limited [2011] JRC 167 and [2014] JRC 254A address important questions.
Jersey
12 Jan 2015
9
Investec Trust (Guernsey) Limited v Glenalla Properties Limited: Guernsey Court Of Appeal Decision
In this second part of the appeal, the Court of Appeal turned to consider the meaning and effect of Article 32 of the TJL when it is engaged.
Guernsey
6 Nov 2014
10
Employee Benefit Trusts (EBTS)
A well-structured employee incentive arrangement operated through an EBT can deliver real value to a company and its employees.
Jersey
14 Oct 2014
11
Guernsey Issues Regulations To Implement FATCA-Based Reporting
Guernsey has published regulations to implement and enable the administration and enforcement of the intergovernmental agreements entered into with the UK and the U.S.
Guernsey
22 Sep 2014
12
Investec Trust (Guernsey) Limited v Glenalla Properties Limited: Guernsey Court Of Appeal
The Court of Appeal of Guernsey has overturned a decision holding the Guernsey based former trustees of a Jersey law trust personally liable to repay debts.
Guernsey
3 Sep 2014
13
In The Matter Of The [AAA] Children’s Trust
The Royal Court of Guernsey gives important guidance to trustees on the decision-making process when reaching a "momentous decision".
Guernsey
6 Aug 2014
14
In The Matter Of The E Trust And The F Trust: Mistake
This case concerned an application by the Representors, in S and his mother WS to set aside the E Trust on the grounds of mistake.
Jersey
4 Jun 2014
15
In The Matter Of The Representation Regarding The Strathmullan Trust [2014] JRC 056
This is the latest in a line of decisions of the Royal Court concerning an application to set aside a trust for mistake.
Jersey
10 Mar 2014
16
High-Profile Guernsey Trust Court Case Sets Important Precedent On Trustee Liability
Carey Olsen has acted for the winning parties in a decision issued by Guernsey's Royal Court in a landmark trust case involving Robert Tchenguiz and one of the offshore trust structures in which his assets are held.
Guernsey
30 Jan 2014
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