i-law

Trusts and Estates

Litigation capacity

It is often necessary to litigate on behalf of someone who lacks capacity. This article considers the test for litigation capacity, and issues concerning litigation friends. This will include obtaining authorisation from the Court of Protection to..
Online Published Date:  06 May 2020
Appeared in issue:  Vol 34 No 3 - 06 May 2020

To surrender or not to surrender? That is the question

The March 2019 issue of Trusts & Estates addressed possible circumstances that might lead trustees to make applications to the Court and the method by which they would do so. In H & Others v S Trustees et al,1 the issue facing the trustee..
Online Published Date:  06 May 2020
Appeared in issue:  Vol 34 No 3 - 06 May 2020

Caldicott and Others v Richards and Another [2020] EWHC 767 (Ch): Self-dealing by trustees

This recent decision in respect of the application of the self-dealing rule to a sale of shares to one of the trustees (and objects) of a discretionary trust is interesting in demonstrating the court’s relatively rigorous approach to the application..
Online Published Date:  06 May 2020
Appeared in issue:  Vol 34 No 3 - 06 May 2020

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