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14 Cards in this Set

  • Front
  • Back

Ottoway v Norman

Three necessities:


- Intention to create a trust


- Trust communicated to trustee


- Trustee accepts trust

McCormick v Grogan

Must give a trust obligation, not just a moral obligation



Needs the clearest and most undisputable evidence

Re Boyes

Communication can be verbal or written, but must include the intention and the terms

Re Colin Cooper

If any property is to be added to the trust, this must be communicated.

Moss v Cooper

Communication must take place before the testator’s death

Wallgrave v Tebbs

Acceptance can be express or implied



If the trust fails, and the trustee was unaware of it, they will keep the property

Blackwell v Blackwell

A half secret trust must be communicated on or before the execution of the will

Sellack v Harris

A secret trust can arise from intestacy (kinsman promising to deal with it in a certain way)

Vandervell v IRC

If the trustee had knowledge of a failed trust, the property will be held on resulting trust for the testator’s estate.

Re Keen

Written over oral evidence



Half secret trusts must be communicated before the execution of the will



If will states a time of communication, it must be done at this time

Re Stead

Joint trustees:


If A accepts before the will, both are bound. If A accepts after the will is written, only A is bound.

Comiskey

Trusts must have certainty of intention

Anthony and Donges

Trusts must have certainty of subject matter

IRC v Broadway Cottages

Trusts must have certainty of objects (beneficiaries)