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PROFESSOR CHARLES E. ROUNDS, JR. : ADDITIONAL INFORMATION

LORING  |  OTHER PUBLICATIONS  |  TESTIMONY  |  CONFERENCES AND PANELS
SECONDARY SCHOOL INFO  |  MILITARY INFO  |  HONORS AND AWARDS  |  CONTACT INFO


LORING
  • Loring A Trustee's Handbook, 2008 Edition, Aspen Publishers, [hardback].
  • 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, 2002 Edition, Panel Publishers, 2002 [hardback].
  • 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).
  • 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].


OTHER PUBLICATIONS
  • 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 BEFORE CONGRESS
  • 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.


CONFERENCES AND PANELS
  • The Codification of Trust Law
    Presentation
    Boston Trusts and Estates Consortium
    Feb. 10, 2012, 12:00 noon-1:00 p.m.
    One Federal St, 34th Floor
    Boston, MA
  • The 5th Nordic Research Conference on Foundations
    Speaker and Panelist
    Septermber 17 and 18, 2009
    Lund, Sweden
  • 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
  • Massachusetts 2001 Libertarian State Convention (Speaker / Breakout Session)
    Social Security Privatization
    Best Western Royal Plaza
    Marlborough, Massachusetts
    Saturday, Feburary 24, 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, 6th 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


Secondary School Information

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



Military Service

U.S. Army (1969-1972).



Honors and Awards

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.



Additional Contact Information
 
Professor Charles E. Rounds, Jr.
Suffolk University Law School
120 Tremont Street
Boston MA 02108-4977		 CRoundsJr@aol.com
617.573.8185 (B)
617.367.1289 (H)
Fax: 617.742.8285
 
Home Address:
107 Mt. Vernon Street
Boston, MA 02108		 Family:
Spouse: Alicia S. Rounds
Sons: Charles E. Rounds III (Chad)


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