Plan B Trustees Ltd v Parker [No 2]

Case

[2013] WASC 216

30 MAY 2013


Details
AGLC Case Decision Date
PLAN B TRUSTEES LIMITED -v- PARKER [2013] WASC 216 [2013] WASC 216 30 MAY 2013

CaseChat Overview and Summary

In this case, the plaintiff, Plan B Trustees Ltd, sought directions from the court pursuant to section 92 of the Trustees Act 1962 (WA), seeking clarification on whether the trustee was justified in not initiating certain legal proceedings. The defendant, Parker, contested the application. The matter was heard in the Supreme Court of Western Australia.

The primary legal issue for the court was to determine the factors relevant to granting the sought directions, and to decide whether the trustee should provide a legal opinion from counsel in circumstances where directions were being sought. Specifically, the court had to consider whether the trustee had acted reasonably and in the best interests of the trust by not initiating the legal proceedings.

The court held that the trustee was justified in not commencing the legal proceedings, based on a detailed consideration of the circumstances and the potential risks and benefits involved. The court found that the trustee had acted reasonably and in the best interests of the trust by not initiating the legal proceedings. The court also noted that the circumstances did not necessitate the trustee to provide a legal opinion from counsel. The court concluded that the trustee was entitled to the directions sought, and accordingly, gave the directions.

The final orders of the court were that directions were given to the trustee as sought by the plaintiff.
Details

Areas of Law

  • Trusts & Equity

Legal Concepts

  • Trustee Directions

  • Trustee Conduct

  • Legal Opinion

  • Trustee Duties

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Cases Citing This Decision

412

Palmer v Ayres [2017] HCA 5
Palmer v Ayres [2017] HCA 5
Cases Cited

43

Statutory Material Cited

2

Cited Sections