When is it appropriate to withhold a trust deed from a beneficiary? Disclosure of trust documents in the New Zealand Supreme Court
Abstract Disputes over beneficiaries’ access to trust documents are increasingly common, particularly as a prelude to hostile litigation. This article examines one of the latest offerings on this subject, Erceg v Erceg [2017] NZSC 28, in which the New Zealand Supreme Court refused to permit a discretionary beneficiary access to trust deeds. The extreme facts of Erceg demonstrate the importance of courts and trustees retaining a discretion to refuse disclosure of even basic trust documents. The decision also clarifies several points of principle about the court’s supervisory jurisdiction, and gives detailed consideration to the factors the court should take into account.
2021 ◽
pp. 136571272110112
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2016 ◽
Vol 47
(2)
◽
pp. 227
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