Eade v Hogg & ors [2021] WTLR 507

Wills & Trusts Law Reports | Summer 2021 #183

Mr Nodes (the deceased) passed away on 8 March 2019. The deceased’s estate included a large shareholding in a family company (the company). Each of the deceased’s wife and his former colleague (the claimant) also possessed small shareholdings in their own name. By his will, dated 22 October 2015, the deceased left his large shareholding in the company on trust for his wife for life, subject to an overriding power of appointment in favour either or both of his wife and his former colleague, allowing for an appointment of shares ‘up to such number… as shall when added to ...

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...