Our leading Trust Disputes team has been involved in most of the major trust-related cases in Bermuda, Cayman Islands, Guernsey, Isle of Man and Jersey. These jurisdictions are leading offshore centres in the development of trust law. Our lawyers possess a unique concentration of expertise in acting for trustees, beneficiaries, settlors and protectors on all manner of claims, including:

  • Validation and administration of trusts, including the consideration of sham trusts, constructive trusteeship and tracing claims
  • Bringing or defending actions against trustees for breach of trust
  • Resolving disputes among beneficiaries or between them and trustees
  • Representation of minor and unascertained beneficiaries
  • Applications for court approval for the variation or resettlement of trusts
  • Applications to court for directions by trustees or beneficiaries

Our Dispute Resolution team works closely with Appleby’s Private Client & Trusts lawyers on trust disputes matters.

Some recent examples of work include:

  • Representing Prince Jefri Bolkiah of Brunei in high-profile litigation with the Sultan of Brunei to recover assets arising out of alleged misappropriation of US$15 billion from the Brunei Investment Agency, requiring parallel proceedings in both the Cayman Islands and Jersey
  • Acting in relation to the recovery of funds said to have been deposited in a bank in the Isle of Man by Abdul Kadhir Abacha, brother of the late General Abacha, the former military dictator of Nigeria
  • Advising a trustee in relation to a hostile application to remove its co-trustee as trustee of a number of trusts on the basis of a clear and obvious conflict of interest, culminating in an order from the Royal Court of Jersey removing the co-trustee
Our Experts

Fiona Chan

Partner: Hong Kong, Shanghai

T +852 2905 5760
E Email Fiona

David Dorgan

Group Partner: Jersey

T +44 (0)1534 818 060
E Email David

Vanessa Schrum

Partner: Bermuda

T +1 441 298 3299
E Email Vanessa

Vincent Chan

Counsel: Hong Kong, Shanghai

T +852 2905 5759
E Email Vincent

Melissa Wong

Senior Associate: Isle of Man

T +44 (0)1624 647 602
E Email Melissa

Paula Fry

Senior Associate*: Guernsey

T +44 (0)1481 755 907
E Email Paula

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Trustee Knowledge Series - Foundation Paper Four - The Regulation of Trustees

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