Obligations of Trustees

This webinar looks at two of the most important obligations of trustees: the need to avoid self-dealing and the proper purpose rule. It will identify issues relating to trustees’ obligations and responsibilities and advise trustees appropriately on how to navigate these duties in practice.

The webinar will look at recent cases including:

• Re McDonald (Deceased) [2022] EWHC 2405 (Ch)
• Kane v Radley-Kane and Others [1999] Ch 274
• Caldicott v Richards and Walker [2020] EWHC 767 (Ch)
• Brealey v Shepherd [2024] EWCA Civ 303
• Da Silva v Heselton [2022] EWCA Civ 880
• Wong Liu Sheung v Burt [2005] WTLR 291 (New Zealand)
• Smith v Michelmore’s Trust Corp Ltd [2021] EWHC 1425 (Ch)
• Grand View Private Trust Co Ltd and another v Wong and others (Bermuda) [2022] UKPC 47