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Goodbye and good riddance to the doctrines of “fraud on a power” and “the entire substratum”—now if only we could figure out the “proper purpose” rule 再见了，好好摆脱“欺骗国家”和“整个底层”的教条——现在只要我们能弄清楚“正当目的”的规则就好了
Trusts & Trustees Pub Date : 2023-03-21 DOI: 10.1093/tandt/ttad006
Joel Nitikman
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引用次数: 0
Treacherous waters: justifying the non-application of Saunders v Vautier to massively discretionary trusts 危险的水域:为桑德斯诉沃蒂埃案不适用大规模全权委托信托辩护
Trusts & Trustees Pub Date : 2023-03-17 DOI: 10.1093/tandt/ttad012
E. Bond, H. Sanderson
{"title":"Treacherous waters: justifying the non-application of Saunders v Vautier to massively discretionary trusts","authors":"E. Bond, H. Sanderson","doi":"10.1093/tandt/ttad012","DOIUrl":"https://doi.org/10.1093/tandt/ttad012","url":null,"abstract":"\u0000 Under the rule in Saunders v Vautier, a beneficiary may at any time call for the trust property to be transferred to them. An unresolved question is whether this rule can apply to “massively discretionary trusts”—trusts where the trustees’ discretions effectively displace or overwhelm a beneficiary’s interests. There has been conflicting authority on this issue: while decisions of superior courts in Guernsey and Jersey have held that the rule can apply, the balance of authority in English law favours the non-application of the rule. In In re GeraldMartinSmith [2021] EWHC 1272 (Comm) Foxton J made obiter comments on the point, indicating that Saunders v Vautier does not and should not apply to massively discretionary trusts. This note discusses the case, and endorses Foxton J’s conclusion. However, it also comments on some points of principle not considered in the decision, arguing that the concept of indefeasibility should be more central to the justification for this conclusion.","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"1 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-03-17","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"130541659","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
With Power Comes Responsibility: Mazzoleni v Summerhill 权力带来责任:Mazzoleni诉Summerhill案
Trusts & Trustees Pub Date : 2023-03-16 DOI: 10.1093/tandt/ttad013
Jonathan Rimmer
{"title":"With Power Comes Responsibility: Mazzoleni v Summerhill","authors":"Jonathan Rimmer","doi":"10.1093/tandt/ttad013","DOIUrl":"https://doi.org/10.1093/tandt/ttad013","url":null,"abstract":"\u0000 The exercise of a power held in a fiduciary capacity can be open to challenge in court. In Mazzoleni v Summerhill Trust Company (Isle of Man) Limited (2021) 2DS 2021/3 the Isle of Man High Court tackled the decision by a conflicted trustee not to appoint a protector who might have overseen its decisions. Was a trustee bound to appoint a protector in any case? And could a trustee be compelled to exercise a power to appoint a protector—even if the terms of the power were not mandatory?","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"27 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-03-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"115146552","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Category 2 blessing applications: developing trends 第二类祝福应用:发展趋势
Trusts & Trustees Pub Date : 2023-03-16 DOI: 10.1093/tandt/ttad015
Nathaniel L Walker, Joanna Trezise
{"title":"Category 2 blessing applications: developing trends","authors":"Nathaniel L Walker, Joanna Trezise","doi":"10.1093/tandt/ttad015","DOIUrl":"https://doi.org/10.1093/tandt/ttad015","url":null,"abstract":"\u0000 A successful application under Public Trustee v Cooper category 2 (a “blessing” application) will protect the trustee(s) from future claims of breach of duty. Given the broad scope of that protection, the role of the court when considering such an application, and the test that is required to be met, has been subject to scrutiny. In this article, the authors reflect on recent developments and encourage a broad, flexible approach by the courts when determining blessing applications.","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"2013 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-03-16","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"133756383","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
The proper purpose rule after Grand View v Wong 大观诉黄案后的正当目的规则
Trusts & Trustees Pub Date : 2023-03-01 DOI: 10.1093/tandt/ttad004
T. Graham, David Russell
{"title":"The proper purpose rule after Grand View v Wong","authors":"T. Graham, David Russell","doi":"10.1093/tandt/ttad004","DOIUrl":"https://doi.org/10.1093/tandt/ttad004","url":null,"abstract":"","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"1 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-03-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"130345451","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Mediating trust and estate disputes 调解信托及遗产纠纷
Trusts & Trustees Pub Date : 2023-03-01 DOI: 10.1093/tandt/ttad008
James Behrens
{"title":"Mediating trust and estate disputes","authors":"James Behrens","doi":"10.1093/tandt/ttad008","DOIUrl":"https://doi.org/10.1093/tandt/ttad008","url":null,"abstract":"\u0000 This article explains how best to use mediation to resolve disputes which concern trusts and estates. It does not seek to teach the skills of mediation, though it contains much information which will be useful to mediators. Rather it is aimed at those personally or professionally involved in trust and estate disputes, who are considering the use of mediation to resolve these disputes. This article shows you what to consider when preparing for a mediation, and how to make the best use of the day itself in order to maximise the prospects of achieving a good and lasting settlement.","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"66 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-03-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"121571078","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
The case for tracing forward not backward through an overdraft 通过透支向前追溯而不是向后追溯的情况
Trusts & Trustees Pub Date : 2023-02-28 DOI: 10.1093/tandt/ttad014
David C. Wilde
{"title":"The case for tracing forward not backward through an overdraft","authors":"David C. Wilde","doi":"10.1093/tandt/ttad014","DOIUrl":"https://doi.org/10.1093/tandt/ttad014","url":null,"abstract":"\u0000 This article suggests that there is a respectable argument—contrary to generally held views—that equity can often trace through an overdrawn bank account, on general principle. But the direction of that tracing would be forward (as normal with tracing); not backward (the unconventional direction usually associated with potential tracing through overdrafts).","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"2012 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"128565756","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
The beneficiary principle in the 21st century 21世纪的受益人原则
Trusts & Trustees Pub Date : 2023-02-23 DOI: 10.1093/tandt/ttac106
S. Chandler
{"title":"The beneficiary principle in the 21st century","authors":"S. Chandler","doi":"10.1093/tandt/ttac106","DOIUrl":"https://doi.org/10.1093/tandt/ttac106","url":null,"abstract":"\u0000 This article examines the development of the beneficiary principle in recent times. It examines how modern trust drafting has stretched the principle to its limit, especially with the preponderance of “massively discretionary trusts” offshore.","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"124 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-02-23","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"123194187","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
An exercise in restraint: amending the presumption of advancement 克制的练习:修正进步的假设
Trusts & Trustees Pub Date : 2023-02-22 DOI: 10.1093/tandt/ttad007
Emitis Morsali
{"title":"An exercise in restraint: amending the presumption of advancement","authors":"Emitis Morsali","doi":"10.1093/tandt/ttad007","DOIUrl":"https://doi.org/10.1093/tandt/ttad007","url":null,"abstract":"\u0000 This article considers the law concerning the presumption of advancement as it applies in the United Kingdom and other common law countries. The article suggests that the proposed legislative reforms in the United Kingdom, by which the presumption would be abolished, provide no sure guide for the path the law will take in the future. This is evidenced by the fact that they have failed to come into force as of January 2023. Governments should instead exercise restraint, permitting the law to continue to be developed by the courts on a case-by-case basis, sensitive to the realities of modern social conditions and human relationships, on which the presumption has always been, and should continue to be, anchored.","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"12 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-02-22","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"114820202","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Virgin territory 处女地
Trusts & Trustees Pub Date : 2023-02-03 DOI: 10.1093/tandt/ttad001
C. McKenzie
{"title":"Virgin territory","authors":"C. McKenzie","doi":"10.1093/tandt/ttad001","DOIUrl":"https://doi.org/10.1093/tandt/ttad001","url":null,"abstract":"\u0000 The British Virgin Islands has recently introduced a substantial number of reforms in relation to trusts and estates. These have been made in addition to those innovations relating to variation, reservation of powers and the jurisdiction’s firewall offering, which are considered in earlier articles in this periodical.1 These further reforms include those enabling foreign grants of representation to be resealed in the jurisdiction, the reintroduction of ‘the old rule in Hastings–Bass’ and refinements to the territory’s highly popular private trust company offering.","PeriodicalId":171463,"journal":{"name":"Trusts & Trustees","volume":"30 1","pages":"0"},"PeriodicalIF":0.0,"publicationDate":"2023-02-03","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"126257965","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
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