Name
Mock Application: Disclosure Requests in Trust Litigation
Date & Time
Friday, June 5, 2026, 10:15 AM - 11:35 AM
Description
A practical, scenario-based session examining applications for disclosure in trust disputes, focusing on requests by beneficiaries for access to trust documentation, including letters of wishes and underlying financial or administrative information. The session will explore the legal principles governing disclosure, the balancing exercise between beneficiary rights and trustee discretion, and the factors courts consider when determining whether such information should be made available. It will also address strategic considerations for both applicants and trustees, including confidentiality, the scope of fiduciary duties, and the potential impact of disclosure requests on trust administration and family relationships.
Speakers