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Trust litigation and administration—multi-jurisdictional case digest covering validity, constructive trusts, breach, defences, appointments, disclosure, construction/rectification, mistake, powers, indemnity and costs, insolvency, enforcement and ADR

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Existence and validity of trusts

  • Provincial Equity Finance Ltd v Dines (née Breda) [2023] EWHC 103 (Ch)

    News Analysis: A literary epigraph—‘By prosperous voyages I often made… and the great care of goods at random left’—introduces a consideration of resulting trusts and the scope of express trusts. The decision underscores the practical obstacles in proving a resulting trust where a disorganised deceased ran bank accounts for mixed ends, and confirms that an express trust can override the presumption of a resulting trust even if the contributor of funds is not a party to the express trust.

    Author: Nicholas Holland, McDermott Will & Emery UK LLP

    Jurisdiction: England & Wales

  • Attorney General v Zedra Fiduciary Services (UK) Ltd and others [2022] EWHC 102 (Ch)

    News Analysis: The court sanctioned a cy près scheme for a £600m charitable trust to be used towards reducing the National Debt, addressing the suitable application of the National Fund. The judgment considers the factors set out in section 67(3) of the Charities Act 2011...

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