Trusts: Making well-documented inquiries

Robert Lindley and Wesley O’Brien provide a step-by-step guide to dealing with missing or uncooperative beneficiaries It will be important for the trustee to be capable of demonstrating that it has made sufficient reasonable efforts to find and/or contact the relevant person. Trusts exist for the benefit of their beneficiaries and it is to beneficiaries …
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Cases Referenced

  • Boyle & ors v Collins & ors [2004] EWHC 271 (Ch)
  • Marsden v Regan [1954] 1 WLR 423
  • Neville v Benjamin [1902] 1 Ch 723
  • Re Evans; Evans v Westcombe [1999] 2 All ER 777