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OUR INSIGHTS

  • Chris Lucas

Information matters in trust cases

You are interested in how a trust has been run.


The first thing to do is to look carefully at the information that is already available.


We will then look at what information you can and should request from the trustees.


Often the documents that would tell you if something is wrong will be initially withheld. Information requests may be resisted on legal grounds; or the trustees may talk about privacy or the cost of responding to your enquiry. However, trustees have to be careful. All their decisions can be reviewed by the courts.


Sometimes as we gain further information, a new picture will emerge. A possibility that initially seemed remote can become more and more probable as evidence accumulates. Sometimes new information will raise further questions.


Eventually, as information comes to light, your strongest case will emerge.


If you have a trust dispute and would like to know about how you can get more information, give us a call.


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