Trust Exam Notes
CERTAINTY OF INTENTION to create a trust
Onus of proof lies with the person claiming there is a trust.
FOR INTER VIVOS TRUST APPLY OBJECTIVE INTENTION TEST (Byrnes)
Rule: The HC in Byrnes overturned the subjective approach in Joliffe and held that the settlor’s intention to create a trust is to be determined OBJECTIVELY, not subjectively.
Court will have to look at surrounding factual matrix to determine what the words would convey to a reasonable person (Byrnes).
Application when there is NO DOUBT to the intention: There is no doubt that this clause is intended to create a trust.
Application: For trusts that are created ORALLY
Court will look at surrounding circumstances to determine whether intention is manifested (Paul v Constance).
Evidence from after the trust may have been created may be admissible (Paul v Constance)
Application: For trust in WRITING
A. Clear and unambiguous words
1. [S] has used the following clear and unambiguous words in the trust deed (Apply facts: On trust etc)
2
2. This manifests an objective intention to create a trust and is difficult for [Person]
to challenge (Byrnes)
a) Evidence of surrounding circumstances is usually irrelevant.
#Law
#Equity
#EnglishTrustsLaw
#ExpressTrust
#TrustLaw
#Settlor
#DiscretionaryTrust
#ResultingTrust
#HagueTrustConvention
#ReGulbenkianSSettlementsTrusts
#Trust
#ThreeCertainties
1
Found Helpful
91 Pages
Complete Study Notes
#Law
#Equity
#EnglishTrustsLaw
#ExpressTrust
#TrustLaw
#Settlor
#DiscretionaryTrust
#ResultingTrust
#HagueTrustConvention
#ReGulbenkianSSettlementsTrusts
#Trust
#ThreeCertainties
1
Found Helpful
91 Pages
Complete Study Notes
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