Confidentiality or disclosure?
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Pawlowski, Mark (2008) Confidentiality or disclosure? Trusts and Estates Law & Tax Journal, 96 (May). pp. 12-14. ISSN 1743-5501
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Abstract
Considers the discretion of the trustees to disclose the settlor's wishes to the beneficiaries of a family discretionary trust. Discusses the confidentiality principle relating to family discretionary trusts and whether a settlor's wish letter falls within the scope of that principle. Sets out the guidance of the court in Breakspear v Ackland for trustees faced with a request for disclosure from a beneficiary.
| Item Type: | Article |
|---|---|
| Additional Information: | Published version made available here with the permission of the publisher. |
| Uncontrolled Keywords: | beneficiaries, disclosure, discretionary trusts, trustees' powers and duties, |
| Subjects: | K Law > KD England and Wales |
| School / Department / Research Groups: | School of Humanities & Social Sciences > Law & Criminology Research Group School of Humanities & Social Sciences School of Humanities & Social Sciences > Department of Law & Criminology |
| Related URLs: | |
| Last Modified: | 31 Mar 2011 18:20 |
| URI: | http://gala.gre.ac.uk/id/eprint/1424 |
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