Sofer v SwissIndependent Trustees SA [2020] WTLR 1075
Wills & Trusts Law Reports | Autumn 2020 #180The claimant was the intended beneficiary of the Puyol trust (the trust) which was created in discretionary form by Hyman Sofer (the settlor) in July 2006. The defendant was a professional trustee company based in Switzerland. The settlor was added as a ‘specified beneficiary’ while the claimant and other issue of the settlor became ‘general beneficiaries’. The trust included a power for the trustee to lend any money forming part of the trust assets to any beneficiary and there was a prohibition on the trustee paying any part of the capital to any beneficiary prior to the death of the se...
Crabbe v Townsend [2016] EWHC 2450 (Ch)
Wills & Trusts Law Reports | January/February 2017 #166The deceased was survived by his daughter (the claimant) and his son (the defendant). The deceased died in 2004 and a grant of probate was extracted in May 2007. By his will the claimant and defendant were appointed as his executors and trustees. Various issues relating to the administration of the estate arose (see para 3). Among these was a portfolio of stocks and shares given to the claimant by the deceased’s will. It was not until February 2013 that the portfolio was assented to the claimant, and then only because she assented it to herself without the defendant’s concurr...