Our trust litigation expertise includes applications by trustees for directions (or to vary the terms of trusts), challenging and defending trusts for trustees and beneficiaries, and handling challenges to trusts by creditors (including former spouses) or other third parties. We also advise on issues of disclosure of trust documents and confidentiality.
Examples of recent cases include:
- Advising the discretionary beneficiaries of substantial Bermudian trusts on the validity of the appointment of trustees and protectors, corporate governance and tax negotiations on the proposed restructuring of beneficial interests.
- Advising a Hong Kong-based beneficiary of trusts valued at many billions of pounds on issues concerning the restructuring of Jersey family trusts and ongoing disputes with other family members in relation to assets in various jurisdictions.
- Representing beneficiaries who had appointed professional trustees in Guernsey as the trustees of their assets (including their private jet). The claim was for substantial sums on a failed aircraft transaction and involved issues of Guernsey and BVI law. The case settled shortly before a hearing in the Privy Council.
- Advising an individual on various contentious trust issues connected with her position as a discretionary beneficiary of Liechtenstein family trusts which hold assets valued in the billions of pounds.
"James Price is extremely incisive in that he is good at picking up on what is important to his client"Chambers
"It is James Price's understated manner and the way he approaches cases that is fantastic. He is very pragmatic and sensible. He walks softly but carries a big stick"Chambers
"James Price is a first rate litigator with an excellent grasp of what is required"The Legal 500
Meet the Trust and Probate Litigation team
The head of department, James Price, is described by Chambers as “a very impressive and very robust litigator who fights for his clients”.
The team offers a substantial range of litigation-specific advice to private individuals, corporates and professional trustees.