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

Associate: Isle of Man

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

Alison MacKrill

Group Partner*: Guernsey

T +44 (0)1481 755 906
E Email Alison

Paula Fry

Senior Associate*: Guernsey

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

Service Area Latest
19 Nov 2019

Brad Adderley and Caljonah Smith to speak on conference panels in London

Appleby Bermuda’s Brad Adderley and Caljonah Smith are speaking on various conference panels in Lo...

Contributors: Caljonah Smith
7 Nov 2019 |

Legal Status

Guernsey has a rich history - you don’t have to look far to see the impact that a variety of cultu...

25 Oct 2019 | News

Bermuda tables Incorporated Segregated Accounts Companies Act 2019

The Incorporated Segregated Accounts Companies Act 2019 (ISAC Act) was tabled in the House on 27 Sep...

Contributors: Brad Adderley, Alan Bossin
10 Oct 2019 |

What do you mean?

The English language is as fascinating as it is quirky. It can produce surprising results. Contranym...

Contributors: Paula Fry
9 Oct 2019 |

Transparency and the Crown Dependencies

Transparency of beneficial ownership information has been a political issue since June 2013 when Bri...

25 Sep 2019 | News

Vanessa Schrum to speak on Asset Protection Trusts at Monte Carlo Conference

Appleby Bermuda partner Vanessa Schrum will be giving a presentation on Asset Protection Trusts at t...