Family Disputes and Trusts

Learn about some legal obligations and consequences when family trusts are involved in family disputes, including beneficiaries’ rights and when a trustee can be removed.

In this session, we cover:

• What we see (and don’t see) in the media

• Case study: Owies v JJE Nominees

• Unpaid Present Entitlements (UPEs)

• Disclosure of trust records

  • What is a trust document?

  • What is not a trust document?

• Rights of a beneficiary

  • Purpose of discretionary trusts

  • Access to trust documents

  • Income distribution time

• When can a trustee be removed?

  • General principles

  • By the trust deed

  • By the Court

  • Removal of appointor but trustee?

Date recorded: 29 October 2024