Articles

Bulk operations
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Charles Rounds takes us deep into a case which appears to change the way we need to look at IRA accounts.
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Charles Rounds takes a new direction, exploring the Hungarian Fiduciary Asset Management Trust. Charles' breadth of knowledge never ceases to amaze.
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Charles rounds asks a provocative question about the very nature of trusts.
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Author Charles Rounds explores recent developments regarding Crummey powers and proper actions for trustees.
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While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust....
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When is an irrevocable trust revocable? The recently adopted Uniform Trust Code (UTC) was supposed to make all of this more clear, but a recent case in New Mexico has muddied the waters for all...
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When is an irrevocable trust revocable? The recently adopted Uniform Trust Code (UTC) was supposed to make all of this more clear, but a recent case in New Mexico has muddied the waters for all...
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posted on 3 Mar 2014 | Charles E. Rounds Jr, Fiduciary Consultant | Article
The law's good faith principle has traditionally regulated legal relationships, such as the contractual relationship. Equity's more intense fiduciary principle has generally regulated equitable...
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The constructive general inter vivos power of appointment is the product of the marriage of power of appointment doctrine and creditors' rights doctrine. In this article, PGDC contributing author...
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posted on 29 Sep 2011 | Charles E. Rounds Jr, Fiduciary Consultant | Article
It is the conventional wisdom among today’s academics that law students are better off participating in clinical programs administered in-house by the law schools than taking traditional...
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posted on 29 Sep 2011 | Charles E. Rounds Jr, Fiduciary Consultant | Article
Charles E. Rounds, Jr., delves deeply into law school education to explain how "great swaths of core legal doctrine have been scythed from the required law curriculum, a process of misguided...
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posted on 29 Sep 2011 | Charles E. Rounds Jr, Fiduciary Consultant | Article
Charles E. Rounds, Jr., State Common Law Aspects of the Global Unwindings of the Madoff Ponzi Scheme and the Sub-Prime Mortgage Securitization Debacle, 27 Wisconsin Int’l Law J. (2009). When...
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posted on 29 Sep 2011 | Charles E. Rounds Jr, Fiduciary Consultant | Article
An Excerpt from Loring and Rounds: A Trustee's Handbook
While the law permits virtually anyone to be the trustee of a charitable trust, the real question is one of fitness for the task. In this excerpt from Loring and Rounds: A Trustee's Handbook,...
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posted on 29 Sep 2011 | Charles E. Rounds Jr, Fiduciary Consultant | Article
Charles E. Rounds, Jr. & Andreas Dehio, Publicly-Traded Open End Mutual Funds in Common Law and Civil Law Jurisdictions: A Comparison of Legal Structures, 3. NYU Journal of Law & Business 473...
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posted on 29 Sep 2011 | Charles E. Rounds Jr, Fiduciary Consultant | Article
The contract is not the only private legal relationship woven in- to the fabric of our common law. There are also the agency and trust, two robust and powerful core fiduciary relationships, the...
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