Re A [2023] WTLR 1195
Wills & Trusts Law Reports | Winter 2023 #193On 9 May 2014, the Adult granted a continuing and welfare power of attorney in favour of her son and one of her daughters (who consented to be attorneys) (the First PoA). A statutory certificate confirming the Adult’s capacity to grant the First PoA was signed by her solicitor. The First PoA was registered by the Office for the Public Guardian (OPG) on 21 June 2014.
On 17 November 2020, a consultant psychiatrist diagnosed the Adult with early Alzheimer’s Dementia, and assessed the Adult as having a short-term memory of 5-10 minutes. The psychiatrist gave evidence that the Adult wa...
Re X Foundation Trust [2022] WTLR 1165
Wills & Trusts Law Reports | Autumn 2022 #188The sole trustee of the X Foundation Trust, a Bahamas trust, applied to the court for directions pending the determination of two sets of proceedings before a foreign court (the foreign court proceedings), with respect to the mental capacity of the settlor of the trust (the settlor).
The trust was a discretionary trust whose class of beneficiaries included the settlor and members of his family, as well as companies which received distributions from the trust to pursue charitable activities. The trust instrument provided for a protector, termed an appointor, with power to appoint a...
Re C Trust [2021] WTLR 69
Wills & Trusts Law Reports | Spring 2021 #182This was an application by P (a current trustee) to be appointed as sole trustee of the trust under s31(1) Trustee Act 1975 (Bermuda), and for liberty to manage the assets of the trust on the basis that it had been validly appointed as trustee by a deed dated 1 July 2015.
The trust was established by a deed dated 22 June 1965 between the settlor and the original trustee. It was a discretionary trust, with the beneficiaries including the settlor and his brothers then living or born at any time thereafter, subject to certain limitations in favour of the male line of descend...
Re Studdert [2020] WTLR 1097
Wills & Trusts Law Reports | Autumn 2020 #180The deceased died on 9 August 2017. The claimants were his personal representatives. The defendants were the trustees of the EAC Educational Trust, a charitable trust created by the deceased which was the residuary beneficiary under the deceased’s will.
The deceased was convicted in 1988 of possessing indecent images of children and in 1996 of attempting to import indecent images. In 2006 he pleaded guilty to 26 counts of possessing, making, and distributing indecent images of children. He had also had his licence to minister suspended and was prohibited from exercising any priest...