Trusts: Following in the footsteps of Schmidt

Appleby | Trusts and Estates Law & Tax Journal | September 2015 #169
Keith Robinson discusses a case concerning the disclosure of information to beneficiaries and the role of the protector ‘The Court of Appeal pointed out that the decision of whether or not to make disclosure under clause 9.2 is that of the trustees and not the protector (who only has a power of consent).’It is now …

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Disclosure: Knowledge is power

Wilberforce Chambers | Trusts and Estates Law & Tax Journal | April 2011 #125
Jonathan Hilliard provides a welcome review of information rights under trusts from Schmidt v Rosewood up to present day ‘While many jurisdictions contain statutory codes relating to disclosure, few of them are likely to be entirely exhaustive and therefore it will be necessary, at least at the fringes, to decide on the appropriate approach outside …

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