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 here: Legal privilege and internal investigation
Beneficaries' 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 here: 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 here: Establishing 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 here: STAR Trusts - how they differ from conventional trusts
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 here: Disclosure or education? Increased transparency between trustee and settlor may lead to a reduction in disputes
The rise of the semi contentious practitioner
The 1970s, 1980s and 1990s saw a surge in the number of trusts being established in Guernsey and Jersey as a result of a number of factors - partner Gavin Ferguson and senior associate Alice Bricogne explain why issues that require a semi-contentious practitioner's attention are now popping up.
Read the full article here: Trust clinic: the semi contentious practitioner will see you now
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 here: Top-tier ranking for Ogier's "meticulous" Cayman trusts team
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.