Trust disputes

The law on trusts can seem confusing. Whether you are a trustee faced with a claim, feuding beneficiaries, trying to administer a trust correctly, or you are a beneficiary with concerns over how a trust is being run, our specialist trust dispute solicitors can help.

What is a trust dispute?

A trust dispute is any dispute relating to the administration or running of a trust, whether it involves a dispute over the value of assets, its interpretation, or dealing with difficult trustees or feuding beneficiaries.

Our experience with trust disputes

We advise both individuals and trust corporations on a range of trust disputes, including:

  • issues regarding the administration of a trust;
  • claims by or against trusts;
  • queries regarding trust assets;
  • disputes between trustees;
  • disputes between beneficiaries;
  • variation of trusts; and
  • removing a trustee.

Are there any time limits for a trust dispute?

The time limits can vary depending on the particular case. However, if you are a trustee, you have a strict duty to ensure that you act in the best interests of the beneficiaries and that you do not put the trust assets at risk. As such, time is of the essence.

Our trust dispute solicitors have great expertise and knowledge in the area of trust disputes.

Case Studies

Hugh James recover money for client following agreement which had not been formally recorded

Hugh James successfully pursued a resulting trust argument for a client over assets held by her partner’s estate. Our client had provided her partner with funds to renovate his property in preparation for sale, on the understanding that they would both sell their respective properties and use their combined proceeds to purchase their own jointly held property. Our client’s partner tragically passed away unexpectedly without leaving a will or any declaration of trust in respect of the property and so his estate passed on intestacy. As such, our client did not ostensibly benefit from his estate. We successfully argued at the pre-action stage that the funds provided by our client to her partner were held on resulting trust by the estate.  As such, and without the need to issue court proceedings, these funds were returned to our client.

Claim against trustees for removal, breach of trust and restitution

Hugh James act for the son of the deceased in relation to a trust dispute, application for removal of trustees and breach of trust claim.  Our client is one of the remainderman beneficiaries and there is a power in the will to appoint capital to the beneficiaries.

The potential defendants are both trustees and beneficiaries and it is contended that the trustees have made a number of bad investment decisions, failed to seek proper advice, failed to pursue a solicitor for previous negligence, appointed large sums of capital to the life tenant to the detriment of our client and failed to act in our client’s best interests.



Latest Tweets
Our Offices

Cardiff
Hodge House
114 - 116 St. Mary Street
Cardiff, CF10 1DY
Tel: 029 2022 4871
Fax: 029 2038 8222


London
Temple Chambers
3-7 Temple Avenue
London, EC4Y 0DA
Tel: 020 7936 3453
Fax: 020 3053 8562


Make an enquiry
ISO 9001 Management Systems BWPNG