Formalities of Trusts

When studying formalities in Equity and Trusts these notes will help you identify the legal requirements for creating trusts and the express trust formalities. You will be able to understand why the law requires some trusts to be created by special means. These formalities notes explain the exceptions to the rules on formalities; and how to apply the principles and apply these rules to problem situations.

CASES

Legal interests

Rowe v Prance [1999] 2 FLR 787

Bannister v Bannister [1948] 2 All ER 133

Hodgson v Marks [1971] 2 All ER 684 (CA)         

Re Rose [1952] 1 All ER 1217

Milroy v Lord (1862) 4 De GF & J 264

Equitable interests

Re Danish Bacon Co. Ltd Staff Pension Fund Trusts [1971] 1 WLR 248

Grey v IRC [1960] AC 1      

Oughtred v IRC [1959] 3 All ER 623, HL  

Vandervell v Inland Revenue Commissioners [1967] 2 AC 291  

Grainge v Wilberforce (1889) 5 TLR 436