English & ors v Keats & ors [2018] WTLR 91

Wills & Trusts Law Reports | Spring 2018 #171

Deeds of appointment were signed by trustees in respect of three discretionary settlements on 8 March 1999 purporting to appoint interests in possession on the three children of the settlor. There were four trustees of each settlement. However,  only three of the four trustees signed the deeds of appointment, rendering those appointments ineffective. This error was not discovered until after the death of the trustee, June Thunder (June), who had not signed the settlements.

The claimants were beneficiaries to whom interests in possession were purportedly appointed under the defecti...

Re The Shinorvic Trust [2012] JRC081

Wills & Trusts Law Reports | March 2013 #127

The Shinorvic Trust (the trust) was established by VB (the settlor) on 19 July 1988. The trust was a discretionary trust governed by Jersey law. The original trustees of the trust were the Radcliffes Trustee Company SA (Radcliffe) and the original beneficiaries were the settlor’s sister MF and her children and remoter issue. Clause 2(3) of the trust deed conferred a power on the settlor to add beneficiaries. The power to add was exercisable by ‘instrument’ executed by the settlor. Clause 2(1)(f) of the trust deed defined an ‘instrument’ as ...