Charles E. Rounds, Jr.

Charles E. Rounds, Jr., (born 1946)^[1] is a professor of law at Suffolk University Law School in Boston, Massachusetts and author of works including Loring: A Trustee’s Handbook.

Early life

Charles Rounds attended Philips Academy in Andover, Massachusetts from 1960 to 1964 and Gresham's School, in Holt, England from 1964 to 1965 as part of an English-Speaking Union exchange scholarship.^{[citation needed]} He then became an undergraduate student at Columbia University, earned a BA, and enrolled in Suffolk University Law School where he received a Juris Doctor in 1976. Later he received a certificate in German from the Defense Language Institute in Monterey.^{[citation needed]}

Career

After three years of military service in the United States Army (1969 to 1972), 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, and a resident scholar at the Beacon Hill Institute.

He has testified before two congressional committees (the Joint Economic Committee and the Committee on the Judiciary) on trust related matters.^{[citation needed]}

Author and editor

Rounds is a member of the Massachusetts Lawyers Weekly board of editors, and author of Loring: A Trustee’s Handbook (numerous editions). 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).

Career summary

• US Army, 1969–1972
• Lawyer, First National Bank of Boston, 1977–1983
• Adjunct Instructor, Suffolk University Law School, 1978–1983
• Associate Professor of Law, SULS, 1983–1986
• Professor of Law, SULS, since 1986 (tenure since 1990)

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

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. Jon 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)

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)

Memberships

• Massachusetts Bar Association (admitted 1976)

Honors

• 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

Notes

1. ^ date & year of birth according to LCNAF CIP data

References

• Charles E. Rounds, Jr. profile from Suffolk University
• Charles E. Rounds, Jr. profile from mcle.org

Persondata
Name	Rounds, Charles E., Jr.
Alternative names
Short description
Date of birth	1947
Place of birth
Date of death
Place of death