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Jersey: Court guidance on illiquid Trusts

www.ogier.com/publications/illiquid-trusts-guidance-on-a-trustees-duties www.collascrill.com/news/updates/in-re-h-trust-2018-jrc-171/ Click to access Representation-of-Hawksford-Jersey-Limited-re-H-Trust-14-Sept-2018.pdf www.jerseylaw.je/judgments/unreported/Pages/%5B2018%5DJRC171.aspx Update: www.collascrill.com/news/updates/the-final-chapter-winding-up-the-z-iii-trust/ www.ogier.com/publications/z-trusts-judgment-whose-rights-take-priority-when-a-trust-is-insolvent See also: bit.ly/30Bg3bJ www.ogier.com/publications/principles-applicable-to-an-insolvent-trust www.walkersglobal.com/index.php/publications/99-advisory/3260-insolvent-trusts-pari-passu-indemnification-of-successive-trustees-the-importance-of-creditor-expectations-a-view-from-the-channel-islands-bermuda-the-bvi-and-cayman www.walkersglobal.com/index.php/publications/101-news/3260-insolvent-trusts-pari-passu-indemnification-of-successive-trustees-the-importance-of-creditor-expectations-a-view-from-the-channel-islands-bermuda-the-bvi-and-cayman 0
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Australia: Taxation of private Trusts

www.greenwoods.com.au/insights/tax-brief/16-october-2018-taxing-private-trusts-a-moving-target/ goo.gl/zB5roG See also: www.greenwoods.com.au/insights/riposte/17-october-2018-circular-trust-resolutions-family-trusts-to-be-taxed-at-47/ www.russellkennedy.com.au/insights-events/insights/how-is-revenue-nsw-regulating-discretionary-trusts-with-foreign-person-beneficiaries www.hopgoodganim.com.au/page/knowledge-centre/blog/ato-resolutions-checklist-update Update: www.greenwoods.com.au/insights/riposte/13-september-2019-international-tax-trust-morass-again/ Recent determinations by the Australian Tax Office perpetuate international tax trust morass www.ato.gov.au/law/view/document?docid=DXT/TD2019D6/NAT/ATO/00001 0
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UK: Are Trustees entitled to refuse disclosure of trust information or documentation when requested by beneficiaries under the GDPR?

www.macfarlanes.com/insights/2018/londonderry-calling-are-trustees-free-from-dawson-damer-under-the-gdpr/ www.boodlehatfield.com/the-firm/articles/unlocking-the-vault-beneficiaries-rights-to-information-after-dawson-damer-ors-v-taylor-wessing-llp/ See also: www.step.org/news/uk-does-gdpr-give-beneficiaries-right-be-told-they-are-named-will www.charlesrussellspeechlys.com/en/insights/expert-insights/dispute-resolution/2024/the-rights-of-beneficiaries-access-to-trust-information/ 0
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US: Estate and Tax planning Strategies

www.proskauer.com/newsletter/personal-planning-strategies-september-2018 www.jdsupra.com/legalnews/lifetime-estate-tax-exemption-19889/ www.shearman.com/perspectives/2019/05/estate-planning-advisory www.wardandsmith.com/articles/top-10-estate-planning-mistakes-how-to-avoid-making-them www.seyfarth.com/publications/CA061419-CORP www.jdsupra.com/legalnews/what-is-federal-estate-tax-79006/ 2017 Tax Reform Act Creates Estate Planning Opportunities www.brouse.com/trusts-estates-blog-why-you-need-an-estate-plan bit.ly/3llhhn7 bit.ly/3ABQ45a www.brouse.com/taxes-and-your-estate-plan 0
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Education: Wealth Planning for Sharia’ Law

www.applebyglobal.com/insights-2018/wealth-planning-for-sharia–law-.aspx www.jerseyfinance.je/islamic-finance professionallawyer.me/legal-articles/inheritance-law/inheritance-under-muslim-law Click to access PF-Law-Review-14-Islamic-Finance-adjusted.pdf 0
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