Trust Essentials - December 2018

Take nothing for granted - legal privilege and internal investigation

Legal privilege is a topic that is particularly relevant to regulated providers of trust company business in the context of investigations they may face and the duty of candour owed to their regulators.

Read the full article: Legal privilege and internal investigation

Beneficiaries' rights to trust information in Guernsey

Ogier is proud to sponsor the STEP Guernsey lecture series, where Penningtons recently explained the UK's position on how a trustee should react when beneficiaries ask a trustee for documents or information relating to the trust. This article considers the topic from a Guernsey perspective.

Read the full article: Beneficiaries' rights to trust information in Guernsey

Establishing a Family Office in Jersey

Design, structure, substance, employment, premises, relocation, regulation and charter - there are several interlinked considerations in respect of Family Office establishment. This piece by specialist managing associate Josephine Howe covers the key questions to ask.

Read the full article: Essential guide to setting up a family office in Jersey

Cayman STAR Trusts

It's been more than two decades since the Cayman Special Trusts (Alternative Regime) Law brought to life the STAR Trust. In this piece partner Anthony Partridge considers what twenty years' experience tells us about how they differ from conventional trusts and how they are used.

Read the full article: STAR Trusts in the Cayman Islands

Increased transparency between trustee and settlor

The issue of confidentiality in relation to trusts has been much discussed recently, with the introduction of reporting requirements such as the Common Reporting Standard. While initially causing some consternation, the need to report appears to be gaining acceptance, as partner Sally Edwards explains.

Read the full article: Disclosure or education? Increased transparency between trustee and settlor may lead to a reduction in disputes

Top-tier ranking for Ogier's "meticulous" Cayman trusts team

Ogier's 'responsive, meticulous and knowledgeable' Private Client and Trusts team has been promoted to the top tier in the latest Legal 500 guide.

Read the full article: Top-tier ranking for Ogier's "meticulous" Cayman trusts team