PROFESSOR CHARLES E. ROUNDS, JR.

ADDITIONAL INFORMATION

• Loring A Trustee's Handbook, 2008 Edition, Aspen Publishers, [hardback].
  • Preface to the 2008 Edition (pdf)
  • For ordering information please contact: Aspen Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com
  • See Ligotti v Ligotti, 71 Mass. app. Ct 1124 (2008) (citing to §§ 7.2.3 and 6.1.5.2)
  • [Loring A Trustee's Handbook is now available electronically in the CCH Estate Planning Expert Library™. To request more information or order, call (888) 224-7377.]

• Loring A Trustee's Handbook, 2007 Edition, Aspen Publishers [hardback].
  • Preface to the 2007 Edition (pdf)
  • For ordering information please contact: Aspen Publishers' Customer Service Department, 1-800-638-8437; or visit their website for a 10% disount through the following link www.aspenpublishers.com
  • See In re Will of Crabtree, 449 Mass 128, 138, 865 N.E. 2d 1119, 1129 (2007)(Citing to §7.2.4 of text)
  • See David W. Kirch, Constructive Trusts, Trusts & Estates, July 2007, at pg. 50 (excerpting §3.3 of text)
    
    

• Loring A Trustee's Handbook, 2006 Edition, Aspen Publishers, [hardback].
  • Preface to the 2006 Edition (doc)
  • For ordering information please contact: Aspen Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com

• Loring A Trustee's Handbook, 2005 Edition, Aspen Publishers, [hardback].
  • Preface to the 2005 Edition (doc)
  • For ordering information please contact: Aspen Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com

• Loring A Trustee's Handbook, 2004 Edition, Aspen Publishers, 2004 [hardback].
  • Preface to the 2004 Edition (pdf)
  • For ordering information please contact: Aspen Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com

• Loring A Trustee's Handbook, 2003 Edition, Aspen Publishers, 2003 [hardback].
  • Preface to the 2003 Edition (pdf)
  • For ordering information please contact: Aspen Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com
  • Read an interview with Charles Rounds in vol. 14, no. 3 May/June 2003 Bimonthly Review of Law Books
  • Read a Review of the 2003 edition in the Vol 12, No.2 -March/April 2003 Bimonthly Review of Law Books.

• Loring A Trustee's Handbook, 2002 Edition, Panel Publishers, 2002 [hardback].
  • Preface to the 2002 Edition
  • For ordering information please contact: Panel Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com

• Loring A Trustee's Handbook, 2001 Edition, Panel Publishers, 2001 [hardback].
  • Preface to the 2001 Edition
  • For ordering information please contact: Panel Publishers' Customer Service Department, 1-800-638-8437; or visit their website www.aspenpublishers.com
  • Read a Review of the 2001 edition in the November-December 2000 Bimonthly Review of Law Books.

• Loring A Trustee's Handbook, 2000 Edition, Panel Publishers, 2000 [hardback]. Cited in Joel C. Dobris, Federal Transfer Taxes: The Possibility of Repeal and The Post Repeal World, 48 Clev. St. L. Rev. 717, N. 48 (2000).
  • Preface to the 2000 Edition

• Loring A Trustee's Handbook , 1999 Edition, Panel Publishers (1999) [hardback].
  • Preface to the 1999 Edition

• Loring A Trustee's Handbook, 1998 (Centennial) Edition, Panel Publishers (1998) [hardback].
  • Foreword to the Centennial Edition
  • Preface to the Centennial Edition

• Loring A Trustee's Handbook, 1997 Edition, Little, Brown and Co. (1997) [softcover].
  • Preface to the 1997 Edition

• Loring a Trustee's Handbook, 1996 Edition, Little, Brown and Co., (1996) [softcover].

• Loring a Trustee's Handbook, 7th Edition, Little, Brown and Co., (1994) [hardback].

• Social Security Doublespeak, 13 The American Enterprise, No. 5, p.35 (Sidebar), July/August 2002.
  
  
• Unraveling Social Security Privatization Doublespeak, Boston Business Journal, v. 22, no.16. May 24-30, 2002, Op Ed. p. 55.
  
  
• No More Euphemisms (Addressing the misapplication of legal terminology by those participating in the social security privatization debate). Posted May 7, 2002. Ludwig von Mises Institute.

• Testimony, Joint Economic Committee, U.S. Congress, Economically Targeted Investments (ETIs) May 18, 1995, ISBN 0-16-052347-8
  
  
• Testimony, Subcommittee on Commercial and Administrative Law, U.S. House of Representatives, Oversight Hearing on the Legal Services Corporation, June 26, 1996 (U.S. Congress House of Representatives Committee on the Judiciary). See generally, the Beacon Hill Institute's BHI Policy Studies.

• History of the Loring Handbook Going Back to 1898
  Inaugural Speaker "Authors Amongst Us" Series
  Beacon Hill Civic Assoc., Hampshire House, Boston, MA
  April 7, 2008

• Panelist, Socially Responsible Investing
  U.S. Pensions Summit
  The Homestead
  Hot Springs, Virginia
  Sept. 10-12, 2007

• Featured Speaker. Annual Meeting, Small Property Owners Assoc. (SPOA)
  Cambridge, MA
  March 20, 2007, 7:00 PM

• Panelist. "Securing The Future Through Social Security Reform," Students for Saving Social security
  Boston Univerisity, School of Education
  Two Sherborn St
  Boston, MA 02215
  April 24, 2006, 5:00 PM - 7:00 PM

• Moderator. Panel Discussion. "Preserving Donor Intent," The Federalist Society.
  The Cornell Club
  6 East 44th St. N.Y.C., N.Y.
  Oct. 26, 2005, 7:00-8:30 PM

• Panelist. "A Social Security Forum: Is Social Security Reform Necessary? "
  Merrimack Valley Estate Planning Council in Conjunction with the Massachusetts School of Law, Merrimack College and the Merrimack Valley Chamber of Commerce. The televised program received the "Crystal Award of Excellence" for projects that exceed industry standards in production and communication skills and the "Silver Millennium Award."
  315 Turnpike Street
  North Andover, MA 01845
  Sep 12, 2005, 3-5 PM

• Panelist. "Consumer Protection and Home Buying: The Business Behind the Business."
  Mass. Assoc. of Buyers Agents
  120 Tremont St., Boston, MA 02108
  June 2, 2005.
  See, Boston Globe, Friday, June 3, 2005, Sec. E, p. 3 "Some real estate specialists see conflict in buyer-seller law", by Kimberly Blanton.

• Participant, "Issues and Insight"
  Radio Program. Topic: Social Security and Private Accounts
  KXCV-KRNW (Missouri)
  April 2005.

• The Benefits of Privatizing Social Security
  Suffolk University Law School Republicans
  120 Tremont Street
  Boston, MA
  March 31, 2005

• "Socially Responsible" Investing and Pension Funds: Welcome Reform or Fiduciary Nightmare?
  American Enterprise Institute for Public Policy Research
  Wohlstetter Conference Center, AEI, Washington, D.C.
  Panel II: SRI and Pension Fund Issues (Co-Presenter)
  June 7, 2004

• Advanced Topics in Trusts for Financial Professionals (Co-Presenter)
  The Boston Security Analysts Society, Inc.
  Union Club of Boston
  Boston, Massachusetts
  Feb. 13, 2003

• Trusts: An Introduction to the Duties and Liabilities of Trustees (Presenter)
  The Boston Security Analysts Society, Inc.
  Union Club of Boston
  Boston, Massachusetts
  Nov. 19, 2002

• Fiduciary Responsibility: Recent Court Decisions of Particular Interest to Trustees, selected topics identified by CCC Members, and the Uniform Trust Code. (Presenter)
  CCC Alliance Members' Meeting
  The Bay Tower Room
  Boston, Massachusetts
  Nov. 12, 2002

• Social Security: False Consciousness and Crisis (Transaction Publishers, 2002). A Cato Institute Book Forum (featuring the author, John Attarian, with comments by Charles E. Rounds, Jr., Professor of Law, Suffolk University Law School and Amitai Etzioni, Professor of Sociology, George Washington University).
  Washington, D.C.
  Tuesday, October 22, 2002.

• Trusts for Non-Lawyers: The Duties and Liabilities of Trustees (Presenter)
  Massachusetts Society of Certified Public Accountants Educational Foundation
  Suffolk University Law School
  Boston, Massachusetts
  Wednesday, May 22, 2002

• Center for Adoption Research at the University of Massachusetts Member Host Committee, along with his wife Alicia.

• Massachusetts 2001 Libertarian State Convention (Speaker / Breakout Session)
  Social Security Privatization
  Best Western Royal Plaza
  Marlborough, Massachusetts
  Saturday, Feburary 24, 2001
  

• Privatizing Social Security-Beyond the Theory (Panelist)
  Martin Feldstein, et. al.
  Cato Institute
  Washington, D.C.
  February 6-7, 2001
  

• Drafting Special Needs Trusts (Panelist)
  Massachusetts Bar Assoc.-CLE Seminar
  Worcester, Massachusetts
  December 6, 2000
  

• Social Security Reform: Is Partial Privatization Really Risky? (Debate Participant)
  The Federalist Society-Boston Lawyers’ Division
  Boston, Massachusetts
  October 26, 2000

• Demystifying the Rights, Duties and Responsibilities of a Fiduciary (Speaker/ Break-Out Session)
  2000 Summit, 6^th Annual Client Conference
  Capital Resource Advisors and Wellesley Group
  Palm Beach Gardens, Florida
  October 14, 2000
  

• The Rights, Duties, and Liabilities of the Trustee (Speaker)
  Next Generation Conference
  Boston, Massachusetts
  July 28, 2000
  

• Drafting Special Needs Trusts (Panelist)
  Massachusetts Bar Assoc.-CLE Seminar
  Boston, Massachusetts
  May 23, 2000
  

• Affirmative Action (Debate Moderator)
  The Federalist Society
  Boston, Massachusetts
  April 19, 2000
  

• The Fundamental Principles of Agency and Trust Law
  That Guide Those Who Invest for Others (Featured Speaker)
  The Boston Security Analysts Society
  Boston, Massachusetts
  March 7, 2000
  

• The Rights, Duties, and Liabilities of the Trustee (Featured Speaker)
  The Boston Security Analysts Society
  Boston, Massachusetts
  November 9, 1999
  

• Your Duties as a Retirement Board Members-Reflections on First Principles (Speaker)
  MACRS Refresher Comprehensive Overview Program for Board Members and Staff
  Cape Cod, Massachusetts
  June 5, 1999
  

• Affirmative Action (Debate Moderator)
  Dr. Abigail Thernstrom, et. al.
  The Federalist Society-Suffolk University Law School
  Boston, Massachusetts
  April 18, 1999
  

• Prudent Diversification (Speaker)
  The Boston Estate and Business Planning Council
  Boston, Massachusetts
  March 26, 1999
  

• The Disintegrating Erosion of Particular Exceptions (Featured Speaker)
  Massachusetts Association of Buyer Agents
  Boston, Massachusetts
  March 16, 1999
  

• Are IOLTA Programs Constitutional? (Debate Participant)
  (Rounds v. Morrrison)
  Cato Institute
  Washington, D.C.
  January 12, 1998
  

• The Common Law Rights of the Settlor and the Remaindermen and The Marginalization of the Law of Trusts in American Law Schools (Luncheon Speaker)
  Heirs Conference for Trust Beneficiaries
  The Breakers
  Palm Beach, Florida
  January 3-4, 1997
  

• Trials and Tribulations of Updating a Classic: Loring on Trusts (Speaker)
  Law Librarians of New England Fall Meeting
  Boston, Massachusetts
  November 17, 1995
  

• Trustees’ Duties, Responsibilities & Liabilities (Speaker)
  Sagamore Partners Workshop
  Boston, Massachusetts
  September 26, 1994
  September 19, 1994
  

• Topic: A Trustee’s Handbook (Speaker)
  The Boston Probate & Estate Planning Forum
  Boston, Massachusetts
  September 14, 1994
  

• Keynote Address (Keynote Speaker)
  Attorneys’ Bar Assoc. of Florida Annual Meeting
  Orlando, Florida
  June 24, 1994
  

• Oral Argument (Counsel for Plaintiff)
  The Franklin Foundation v. Attorney General, et. al.
  Supreme Judicial Court of Massachusetts
  Boston, Massachusetts
  November 2, 1993
  

• IOLTA: Threat or Salvation (Debate Participant)
  Dr. Michael Greve, et. al.
  The Federalist Society
  Boston, Massachusetts
  February 11, 1993
  

• Commencement Address (Commencement Speaker)
  The Franklin Institute of Boston
  Boston, Massachusetts
  June 3, 1990
  

Phillips Academy, Andover, Massachusetts (1960-1964); English-Speaking Union Exchange Scholarship to Gresham's School, Holt, Norfolk, England (1964-1965).

U.S. Army (1969-1972).

Dean Frederick A. McDermott Award, 1982

Judge Cornelius J. Moynihan Award, 1989

Judge Cornelius J. Moynihan Award, 1993

Judge Cornelius J. Moynihan Award, 1994

Dean Frederick A. McDermott Award, 2006

Dean Frederick A. McDermott Award - awarded by the SULS Student Bar Association to an alumnus who has made significant contributions to the Suffolk Law Community

Judge Cornelius J. Moynihan Award - awarded by the SULS Student Bar Association to a member of the law school faculty who exhibits great expertise as a classroom instructor.