Hull on Estates Podcast #24 – Disclosure to Beneficiaries

September 5, 2006 Hull & Hull LLP Beneficiary Designations, Hull on Estates, Hull on Estates, Trustees Tags: , , , , , 0 Comments

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During Hull on Estates Episode #24, we discussed the issue of disclosure of information by trustees to beneficiaries. We referred to the cases:

  •  O’Rourke v. Derbyshire, [1920] A.C. 581 (H.L.); Re Ballard Estate (1994), 20 O.R. (3d) 350 (O.C.G.D.); Fox v. Fox Estate (1996), 10 E.T.R. (2d) 229 (Ont. C.A.); and
  • David Steele’s article,  “Beneficiary’s Right to Know”, 4th Annual Estates and Trusts Forum, LSUC.

 

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