Charles E. Rounds, Jr.
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Professor Charles E. Rounds, Jr., (born 1947) is an American lawyer and professor of law at Suffolk University Law School in Boston, Mass, USA.
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[edit] Education
- Philips Academy, Andover, Mass. (1960-1964)
- Gresham's School, Holt, England 1964-1965 (English-Speaking Union exchange scholarship)
- Columbia University (BA)
- Suffolk University (JD)
- Defense Language Institute, Monterey (Certificate in German)
[edit] Career
Rounds began his legal career in the First National Bank of Boston’s Office of Trust Counsel. He was counsel to the Franklin Foundation, managing agent of a trust under the will of Benjamin Franklin. He is now a tenured professor at Suffolk University Law School in Boston, specializing in agency and trust law, an academic fellow of the American College of Trust and Estate Counsel, a resident scholar at the Beacon Hill Institute.
He recently testified before two congressional committees (the Joint Economic Committee and the Committee on the Judiciary) on trust related matters.
[edit] Career Summary
- Lawyer, First National Bank of Boston, 1977-1983
- Adjunct Instructor, Suffolk University Law School, 1978-1983
- Associate Professor of Law, SUDC, 1983-1986
- Professor of Law, SUDC, since 1986 (tenure since 1990)
[edit] Professional Activities
- Member, Massachusetts Real Estate Review Board
- Fellow, American College of Trust and Estate Counsel (ACTEC)
- Resident Scholar, The Beacon Hill Institute
- Member of Advisory Committee, The Cato Project on Social Security Choice
- Supporter, U.C. Berkeley Tel Dor Archaeological Expedition (Israel)
- Counsel to Real Estate Agents for Real Agency, Inc.
- Former Counsel to The Franklin Foundation - see Franklin Foundation v. Attorney General, 623 N.E. 2d 1109 (1993)
- Expert witness in litigation involving trusts, including Phillips v. Washington Legal Found. 118 S. Ct. 1925 (1998)
- University of Lund Summer Program, onsite coordinator for 2002, 2003, 2004 and 2005
[edit] Author and editor
Rounds is a member of the Massachusetts Lawyers Weekly board of editors, and author of Loring: A Trustee’s Handbook (2004 edition). He is the reporter for the fourth edition of the American College of Trust and Estate Counsel Commentaries on the Model Rules of Professional Conduct (March 2004).
[edit] Selected Books
- LORING: A Trustee's Handbook (Aspen, 2007)
- LORING: A Trustee's Handbook (Aspen, 2006)
- Investing Threatens Public Pension Funds, Charitable Trusts and the Social Security Trust Fund, in Pension Fund Politics: the Dangers of Socially Responsible Iinvesting (ed. John H. Entine, American Enterprise Institute, 2005)
- LORING: A Trustee's Handbook (Aspen, 2005)
- LORING: A Trustee's Handbook (Aspen, 2004)
- Property Rights: The Hidden Issue of Social Security Reform, in Social Security and its Discontents (ed. Michael D. Tanner, Cato Institute, 2004)
- Fiduciary Liability of Trustees and Personal Representatives (BNA Tax Management Portfolio 853, 2003)
- LORING: A Trustee's Handbook (Aspen, 2003)
- LORING: A Trustee's Handbook (Panel Pub., 2002)
- LORING: A Trustee's Handbook (Panel Pub., 2001)
- A Practical Guide to Estate Planning in Massachusetts (2000)
- LORING: A Trustee's Handbook (Panel Pub., 2000)
- LORING: A Trustee's Handbook (Panel Pub., 1999)
- LORING: A Trustee's Handbook (Panel Pub., 1998)
- LORING: A Trustee's Handbook (Little, Brown and Co., 1997)
- LORING: A Trustee's Handbook (Little, Brown and Co., 1996)
- LORING: A Trustee's Handbook (Little, Brown and Co., 1994)
[edit] Selected articles
- Publicly-Traded Open End Mutual Funds in Common Law and Civil Law Jurisdictions: A Comparison of Legal Structures, with Graphics, 3:2 NYU J. of L. & Bus. (2007) (with Andreas Dehio, Heidelberg, Germany)
- The Case for a Return to Mandatory Instruction in the Fiduciary Aspects of Agency and Trusts in the American Law School, Together with a Model Fiduciary Relations Course Syllabus, 18 Regent U. L. Rev. 251 (2006)
- Why Democrats Should Embrace Personal Accounts, 33 M.L.W. 2275 (2005) (Massachusetts Lawyers Weekly)
- Reframing The Social Security Reform Debate as Ownership Versus Welfare, (2005)
- The Fiction of Social Security Bonds, Ludwig von Mises Institute (2005)
- No More Euphemisms (Addressing the misapplication of legal terminology by those participating in the social security privatization debate), Ludwig von Mises Institute (2002)
- A Legal and Operational Framework for the Privatization of Social Security, Beacon Hill Institute Policy Study (2002) (with Karl J. Borden)
- A Proposed Legal Regulatory, and Operational Structure for an Investment-Based Social Security System, No. 25 Cato Institute SSP (2002) (with Karl J. Borden)
- Property Rights: The Hidden Issue of Social Security Reform, Cato Project on Soc. Sec. Privatization, No. 19 (2000)
- IOLTA: Interest Without Principle, No. 291 Policy Analysis, Cato Institute (1997)
- Social Investing, IOLTA and the Law of Trusts: The Settlor's Case against the Political Use of Charitable and Client Funds, 22 Loyola Univ. of Chicago L. J. 163 (1990)
- The Vulnerability of Trust Assets to Attack by the Deceased Settlor's Creditors, by the Commonwealth: Should It Seek Reimbursement for Medical Payments, and by the Spouse, 73 Mass. L.R. 67 (1988)
- Protections Afforded to Massachusetts' Ancient Burial Grounds, 73 Mass. L.R. 176 (1988)
[edit] Memberships
- Massachusetts Bar Association (admitted 1976)
