Robert H. Sitkoff

Harvard University - Harvard Law School

1563 Massachusetts Avenue

Cambridge, MA 02138

United States

http://https://hls.harvard.edu/faculty/directory/10813/Sitkoff

European Corporate Governance Institute (ECGI)

c/o the Royal Academies of Belgium

Rue Ducale 1 Hertogsstraat

1000 Brussels

Belgium

SCHOLARLY PAPERS

43

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27,568

SSRN CITATIONS
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Top 10,205

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45

CROSSREF CITATIONS

78

Scholarly Papers (43)

Jurisdictional Competition for Trust Funds: An Empirical Analysis of Perpetuities and Taxes

Yale Law Journal, Vol. 115, p. 356, 2005, Northwestern Law & Econ Research Paper No. 05-07, NYU, Law and Economics Research Paper No. 05-26
Number of pages: 83 Posted: 14 Feb 2005
Robert H. Sitkoff and Max M. Schanzenbach
Harvard University - Harvard Law School and Northwestern University - Pritzker School of Law
Downloads 2,475 (6,984)
Citation 9

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Rule against perpetuities, jurisdictional competition, regulatory competition, trust funds, estate tax, generation skipping transfer tax, fiduciary income tax, self-settled trust, asset protection trust, wealth transfer taxes

Jurisdictional Competition for Trust Funds: An Empirical Analysis of Perpetuities and Taxes

NYU Working Paper No. CLB-06-034
Number of pages: 83 Posted: 31 Oct 2008
Robert H. Sitkoff and Max M. Schanzenbach
Harvard University - Harvard Law School and Northwestern University - Pritzker School of Law
Downloads 93 (352,000)

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2.

Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee

72 Stanford Law Review 381 (2020), Northwestern Law & Econ Research Paper No. 18-22, Harvard Public Law Working Paper No. 19-50
Number of pages: 74 Posted: 06 Sep 2018 Last Revised: 02 Mar 2020
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 2,300 (7,975)
Citation 1

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Truste, trustee, prudent investor rule, ESG, environmental social and governance, law and economics, law and finance, trust, pension, charity, endowment, active investing, active shareholding, contrarian investment, SRI, socially responsible investment, ethical investing, sustainable investing

3.
Downloads 1,875 ( 11,144)
Citation 6

An Agency Costs Theory of Trust Law

Number of pages: 65 Posted: 04 Jun 2003
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 1,623 (13,732)
Citation 7

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agency costs, trust law, settlor, trustee, beneficiary, donative transfer, fiduciaries, trust modification, trust termination, fiduciary litigation, trust-investment law, impartiality, trustee removal, trust protectors, spendthrift trusts

An Agency Costs Theory of Trust Law

NYU Working Paper No. CLB-06-028
Number of pages: 65 Posted: 31 Oct 2008
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 252 (154,787)

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4.

The Fiduciary Obligations of Financial Advisors Under the Law of Agency

27 Journal of Financial Planning 42 (2014), Harvard Public Law Working Paper No. 13-16
Number of pages: 8 Posted: 19 Mar 2013 Last Revised: 06 Jun 2014
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 1,639 (13,778)
Citation 1

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fiduciary, agency, financial advisor, broker-dealer, investment advisor, agency costs, principal trades

5.

Agency Costs, Charitable Trusts, and Corporate Control: Evidence from Hershey's Kiss-Off

Harvard Law and Economics Discussion Paper No. 593, Columbia Law Review, Vol. 108, No. 4, 2008, FSU College of Law, Law and Economics Paper No. 07-16, FSU College of Law, Public Law Research Paper No. 273
Number of pages: 91 Posted: 31 Aug 2007 Last Revised: 17 Sep 2008
Jonathan Klick and Robert H. Sitkoff
University of Pennsylvania Carey Law School and Harvard University - Harvard Law School
Downloads 1,459 (16,556)
Citation 1

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agency costs, charitable trust, corporate control, controlling shareholder, takeover, attorney general, event study, randomization inference, hershey, hershey trust, hershey company, nonprofit, charity governance

6.
Downloads 1,400 ( 17,601)
Citation 11

Trust Law, Corporate Law, and Capital Market Efficiency

Number of pages: 25 Posted: 11 Dec 2003
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 1,193 (21,961)
Citation 11

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public corporations, donative trusts, private trusts, agency costs, risk-bearing, management, corporate governance, capital markets, market efficiency, efficient market hypothesis, close corporations, fiduciary duty, portfolio theory, prudent investor, surcharge, total return

Trust Law, Corporate Law, and Capital Market Efficiency

NYU Working Paper No. CLB-06-027
Number of pages: 25 Posted: 31 Oct 2008
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 171 (222,258)
Citation 1

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Trust Law, Corporate Law, and Capital Market Efficiency

Number of pages: 27 Posted: 21 Nov 2003
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 36 (562,611)

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7.

An Economic Theory of Fiduciary Law

Philosophical Foundations of Fiduciary Law, Andrew Gold & Paul Miller eds., Oxford University Press, 2014, Forthcoming
Number of pages: 14 Posted: 14 Dec 2013 Last Revised: 27 Sep 2014
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 1,164 (23,169)
Citation 2

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fiduciary, agency, trust, loyalty, care, prudence, agency costs, duty

8.

The Economic Structure of Fiduciary Law

Boston University Law Review, Vol. 91, p. 1041, 2011, Harvard Law and Economics Discussion Paper No. 689
Number of pages: 13 Posted: 11 Mar 2011 Last Revised: 25 Jul 2012
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 1,097 (25,304)
Citation 12

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9.

Roundtable Discussion: Corporate Governance

Number of pages: 31 Posted: 29 Jul 2002
Emory University School of Law, Young Conaway Stargatt & Taylor, LLP, University of Minnesota Law School, Colson Associates, Inc. and Harvard University - Harvard Law School
Downloads 848 (36,389)

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Van Gorkom, Trans Union, Pritzker, Board of Directors, Caremark, Corporate Crime, Corporate Charity, Corporate Political Speech, Business Judgment Rule, Mergers, Takeovers

10.

Did Reform of Prudent Trust Investment Laws Change Trust Portfolio Allocation?

Journal of Law and Economics, Vol. 50, 2007, Harvard Law and Economics Discussion Paper No. 580, NYU Law and Economics Research Paper No. 05-30, Northwestern Law & Econ Research Paper No. 05-27
Number of pages: 32 Posted: 09 Dec 2005 Last Revised: 09 Jul 2008
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 836 (37,112)
Citation 1

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prudence, trust investment law, modern portfolio theory, investment, prudent investor rule, prudent man rule, agency costs, fiduciary

The Prudent Investor Rule and Market Risk: An Empirical Analysis

Journal of Empirical Legal Studies, Volume 14, Issue 1, 129-68, March 2017, Harvard Public Law Working Paper No. 15-06, Northwestern Public Law Research Paper No. 15-16
Number of pages: 40 Posted: 25 Mar 2015 Last Revised: 03 Dec 2020
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 835 (36,630)
Citation 1

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prudent man rule, prudent investor rule, trust investment, fiduciary investment, prudent investor, modern portfolio theory, agency costs, fiduciary, fiduciary duties, risk tolerance, rebalancing, portfolio management

The Prudent Investor Rule and Market Risk: An Empirical Analysis

Journal of Empirical Legal Studies, Vol. 14, Issue 1, pp. 129-168, 2017
Number of pages: 40 Posted: 28 May 2020
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
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Citation 1
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12.

Trust as 'Uncorporation': A Research Agenda

Number of pages: 18 Posted: 17 May 2005
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 814 (38,512)

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trust, business trust, business organization, corporation, mutual fund, securitization, structured finance, statutory business trust

13.

Corporate Political Speech, Political Extortion, and the Competition for Corporate Charters

Northwestern Public Law Research Paper No. 02-7, Northwestern Law & Econ Research Paper No. 02-4
Number of pages: 64 Posted: 08 Jun 2003 Last Revised: 09 Dec 2014
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 758 (42,460)
Citation 1

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Corporate Political Speech, Political Extortion, Economic Theory of Regulation, Tillman Act, Delaware, Corporate Governance, Regulatory Competition, Managers, Shareholders, Takeovers, Agency Costs

14.

Torts and Estates: Remedying Wrongful Interference with Inheritance

Stanford Law Review, Vol. 65, 2013, Harvard Public Law Working Paper No. 13-10
Number of pages: 65 Posted: 26 Jul 2012 Last Revised: 06 Jun 2013
John C. P. Goldberg and Robert H. Sitkoff
Harvard Law School and Harvard University - Harvard Law School
Downloads 680 (49,121)

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The Prudent Investor Rule and Trust Asset Allocation: An Empirical Analysis

American College of Trust and Estate Counsel Journal, Vol. 35, p. 314, 2010, Harvard Law and Economics Discussion Paper No. 668, Northwestern Law & Econ Research Paper No. 11-05
Number of pages: 19 Posted: 29 Jan 2011 Last Revised: 10 Mar 2011
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 371 (102,143)

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prudent man rule, prudent investor rule, trust investment law, modern portfolio theory, agency costs, fiduciary, ERISA

The Prudent Investor Rule and Trust Asset Allocation: An Empirical Analysis

ACTEC Journal, Vol. 35, p. 314, 2010, Harvard Law and Economics Discussion Paper No. 668
Number of pages: 19 Posted: 15 Jul 2010 Last Revised: 06 Sep 2010
Robert H. Sitkoff and Max M. Schanzenbach
Harvard University - Harvard Law School and Northwestern University - Pritzker School of Law
Downloads 305 (126,946)

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prudent man rule, prudent investor rule, trust investment law, modern portfolio theory, agency costs, fiduciary, ERISA

16.

Trusts and Estates: Implementing Freedom of Disposition

58 St. Louis U. L. J. 643 (2014). , Harvard Public Law Working Paper
Number of pages: 28 Posted: 17 Sep 2013 Last Revised: 17 Jun 2018
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 638 (53,379)

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trusts, estates, freedom of disposition, probate, non-probate, will substitutes, intestacy, formalities, will contests, construction, fiduciary administration, spendthrift trusts, charitable trusts, future interests, powers of appointment, perpetuities, estate tax

17.

ESG Investing: Theory, Evidence, and Fiduciary Principles

Journal of Financial Planning
Number of pages: 9 Posted: 04 Sep 2020 Last Revised: 08 Nov 2021
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 583 (59,813)
Citation 1

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Truste, Trustee, Prudent Investor Rule, ESG, Environmental Social and Governance, Law and Economics, Law and Finance, Trust, Pension, Charity, Endowment, Active Investing, Active Shareholding, Contrarian Investment, SRI

18.

Trust Law as Fiduciary Governance Plus Asset Partitioning

THE WORLDS OF THE TRUST, L. Smith, ed., Cambridge University Press, 2012, Harvard University Law & Economics Discussion Paper No. 711
Number of pages: 28 Posted: 22 Nov 2011 Last Revised: 19 Sep 2013
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 582 (59,932)
Citation 1

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19.

Unconstitutional Perpetual Trusts

67 Vanderbilt Law Review, Forthcoming, Harvard Public Law Working Paper No. 14-27
Number of pages: 54 Posted: 18 Jun 2014 Last Revised: 22 Nov 2014
Steven J. Horowitz and Robert H. Sitkoff
Sidley Austin LLP and Harvard University - Harvard Law School
Downloads 550 (64,408)

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perpetuities, perpetuity, entail, fee tail, jurisdictional competition, state constitution, perpetual trust, dynasty trust

20.

Fiduciary Principles in Trust Law

Oxford Handbook of Fiduciary Law (Evan Criddle, Paul Miller, and Robert H. Sitkoff eds., 2019), Harvard Public Law Working Paper No. 18-19
Number of pages: 22 Posted: 16 Apr 2018 Last Revised: 16 Jan 2021
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 523 (68,619)

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trust, trustee, beneficiary, fiduciary, agency costs, loyalty, prudence, care, impartiality, disclosure, mandatory rules, default rules

21.

Politics and the Business Corporation

Number of pages: 8 Posted: 05 Jan 2004
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 511 (70,653)

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Corporate Political Speech, Political Extortion, Economic Theory of Regulation, Tillman Act, Agency Costs, Rent Seeking, Public Choice, Rent Extraction, Soft Money, Hard Money, PACs, Campaign Finance

22.

Perpetuities, Taxes, and Asset Protection: An Empirical Assessment of the Jurisdictional Competition for Trust Funds

ANNUAL HECKERLING INSTITUTE ON ESTATE PLANNING, Tina Portando, ed., Vol. 42, Chapter 12, 2008, Harvard Law and Economics Discussion Paper No. 609
Number of pages: 33 Posted: 02 Apr 2008 Last Revised: 19 Jun 2008
Robert H. Sitkoff and Max M. Schanzenbach
Harvard University - Harvard Law School and Northwestern University - Pritzker School of Law
Downloads 499 (72,701)

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rule against perpetuities, jurisdictional competition, regulatory competition, trust funds, estate tax, generation skipping transfer tax, fiduciary income tax, self-settled trust, asset protection trust, wealth transfer taxes, bequest motive, trust modification, trust termination

23.

Revocable Trusts and Incapacity Planning: More than Just a Will Substitute

24 Elder Law Journal 1 (2016), Harvard Public Law Working Paper No. 16-24
Number of pages: 47 Posted: 11 Feb 2016 Last Revised: 02 Jul 2016
David Feder and Robert H. Sitkoff
Munger, Tolles & Olson, LLP and Harvard University - Harvard Law School
Downloads 480 (76,217)

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trust, revocable trust, donative trusts, fiduciary, management trust, will substitute, conservator, guardian, conservatorship, guardianship, incapacity, estate planning

Perpetuities or Taxes? Explaining the Rise of the Perpetual Trust

Cardozo Law Review, Vol. 27, 2006, Northwestern Law & Econ Research Paper No. 840286, NYU, Law and Economics Research Paper No. 05-25
Number of pages: 46 Posted: 04 Nov 2005
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 432 (85,661)

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rule against perpetuities, jurisdictional competition, regulatory competition, trust funds, estate tax, generation skipping transfer tax, fiduciary income tax, wealth transfer taxes, bequest motive, trust modification, trust termination

Perpetuities or Taxes? Explaining the Rise of the Perpetual Trust

NYU Working Paper No. CLB-06-030
Number of pages: 46 Posted: 31 Oct 2008
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 48 (502,306)

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25.

Fiduciary Financial Advice to Retirement Savers: Don't Overlook the Prudent Investor Rule

Harvard John M. Olin Center for Law, Economics, and Business, Discussion Paper No. 867, 2016, Northwestern Law & Econ Research Paper No. 16-11, Harvard Public Law Working Paper No. 16-48
Number of pages: 14 Posted: 15 Jun 2016 Last Revised: 13 Dec 2016
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 474 (77,399)

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fiduciary, fiduciary investment, prudent investor rule, Department of Labor, retirement account, pension account, ERISA, best interest, modern portfolio theory, investment policy statement, retirement saver

26.

The Rise of Trust Decanting in the United States

23 Trusts & Trustees 976 (December 2017), Harvard Public Law Working Paper No. 17-46
Number of pages: 7 Posted: 26 Sep 2017 Last Revised: 22 Jan 2018
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 466 (78,973)

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trusts, trust law, trust decanting, trust modification, trust fiduciary, trust distribution

27.

Financial Advisers Can't Overlook the Prudent Investor Rule

Journal of Financial Planning (August 2016), Northwestern Law & Econ Research Paper No. 16-14, Harvard Public Law Working Paper No. 17-01
Number of pages: 4 Posted: 09 Aug 2016 Last Revised: 05 Apr 2017
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 344 (112,034)

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fiduciary, fiduciary investment, prudent investor rule, Department of Labor, retirement account, pension account, ERISA, best interest, modern portfolio theory, investment policy statement, retirement saver

28.

The Lurking Rule Against Accumulations of Income

Northwestern University Law Review, Vol. 100, 2006, Northwestern Law & Econ Research Paper No. 05-12, NYU, Law and Economics Research Paper No. 05-24
Number of pages: 17 Posted: 17 May 2005
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 328 (118,107)

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Accumulations, trust income, perpetual trust, perpetuities, rule against perpetuities, rule against accumulations, Thellusson, discretionary trust

29.

Making Directed Trusts Work: The Uniform Directed Trust Act

44 ACTEC Law Journal 1 (2018, Forthcoming), Yale Law & Economics Research Paper No. 601, Harvard Public Law Working Paper No. 19-02
Number of pages: 59 Posted: 18 Oct 2018 Last Revised: 29 Feb 2020
John Morley and Robert H. Sitkoff
Yale Law School and Harvard University - Harvard Law School
Downloads 275 (142,276)

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trust, directed trust, trust director, directed trustee, trust protector, trust adviser, fiduciary duty, willful misconduct, Uniform Directed Trust Act, co-trustees

30.

Fiduciary Financial Advisers and the Incoherence of a 'High-Quality Low-Fee' Safe Harbor

Northwestern Law & Econ Research Paper No. 15-18
Number of pages: 28 Posted: 19 Sep 2015 Last Revised: 25 Nov 2015
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 256 (152,898)

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fiduciary, fiduciary investment, prudent investor rule, Department of Labor, retirement account, pension account, ERISA, best interest, safe harbor, modern portfolio theory

31.

Trust Law: Private Ordering and the Branching of American Trust Law

The Oxford Handbook of New Private Law (Andrew S. Gold, John C.P. Goldberg, Daniel B. Kelly, Emily L. Sherwin, and Henry E. Smith, eds., 2021), Yale Law & Economics Research Paper, Harvard Public Law Working Paper No. 19-46
Number of pages: 20 Posted: 03 Jun 2019 Last Revised: 30 Nov 2020
John Morley and Robert H. Sitkoff
Yale Law School and Harvard University - Harvard Law School
Downloads 227 (171,853)

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private law, new private law, trust law, private ordering, donative trust, business trust, commercial trust, irrevocable trust, donative trust, freedom of contract, freedom of disposition, fiduciary

32.

Freedom of Disposition in American Succession Law

Freedom of Testation and its Limits (Antoni Vaquer, ed., 2018), Harvard Public Law Working Paper No. 18-44
Number of pages: 24 Posted: 18 Jun 2018 Last Revised: 08 Dec 2018
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 201 (192,632)

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trusts, estates, freedom of disposition, freedom of testation, probate, non-probate, will substitutes, intestacy, formalities, will contests, construction, fiduciary administration, spendthrift trusts, charitable trusts, future interests, powers of appointment, perpetuities, estate tax

33.

The New Uniform Directed Trust Act Paves the Way for Creative and Thoughtful Divided Trusteeship

52 Annual Heckerling Institute on Estate Planning (Tina Portando, ed., 2018, Forthcoming) , Yale Law & Economics Research Paper No. 600
Number of pages: 18 Posted: 18 Oct 2018 Last Revised: 06 Nov 2018
John Morley and Robert H. Sitkoff
Yale Law School and Harvard University - Harvard Law School
Downloads 195 (197,872)

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trust, directed trust, trust director, directed trustee, trust protector, trust adviser, fiduciary duty, willful misconduct, Uniform Directed Trust Act, co-trustees

34.

The American Statutory Business Trust: A Research Agenda

Regulation of Wealth Management 17 (Hans Tijo ed., National University of Singapore, 2008), Harvard Public Law Working Paper No. 14-25
Number of pages: 20 Posted: 10 Jun 2014 Last Revised: 20 Jun 2014
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 166 (227,718)

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trust, business trust, business organization, corporation, mutual fund, securitization, structured finance, statutory business trust

35.

Introduction: The Oxford Handbook of Fiduciary Law

The Oxford Handbook of Fiduciary Law (Evan J. Criddle, Paul B. Miller & Robert H. Sitkoff eds., OUP 2019)
Number of pages: 23 Posted: 09 Aug 2019
Evan J. Criddle, Paul B. Miller and Robert H. Sitkoff
William & Mary Law School, Notre Dame Law School and Harvard University - Harvard Law School
Downloads 163 (231,246)

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fiduciary, trust law, corporate law, agency law, loyalty, care, comparative law, legal theory, legal history, common law, equity

36.

Other Fiduciary Duties: Implementing Loyalty and Care

Oxford Handbook of Fiduciary Law (Evan Criddle, Paul Miller, and Robert H. Sitkoff, eds., 2019) , Harvard John M. Olin Center for Law, Economics, and Business, Discussion Paper No. 962, 6/2018
Number of pages: 18 Posted: 18 Jun 2018 Last Revised: 23 Jan 2021
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 158 (237,426)

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fiduciary, duty of loyalty, duty of care, other fiduciary duties, rules, standards, governance

37.

Risk Management and the Prudent Investor Rule

Trusts & Estates Magazine, November 2020, Northwestern Law & Econ Research Paper No. 20-11
Number of pages: 6 Posted: 25 Jan 2021 Last Revised: 10 Feb 2021
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 132 (274,153)

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prudent man rule, prudent investor rule, trust investment, fiduciary investment, prudent investor, modern portfolio theory, agency costs, fiduciary, fiduciary duties, risk tolerance, rebalancing, portfolio management

38.

Trust as "Uncorporation": A Research Agenda

NYU Working Paper No. CLB-06-029
Number of pages: 18 Posted: 31 Oct 2008
Robert H. Sitkoff
Harvard University - Harvard Law School
Downloads 104 (324,943)
Citation 2

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39.
Downloads 81 (380,117)

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Trustee, Prudent Investor Rule, Loyalty, Names Rule, Mutual Fund, Investment Company, Investment Company Act, ESG, Environmental Social and Governance, Law and Economics, Law and Finance, Trust, Pension, Charity, Endowment, Active Investing

40.

Comment Letter of Professors Max M. Schanzenbach and Robert H. Sitkoff on the Department of Labor’s Proposed Rulemaking on Financial Factors in Selecting Plan Investments

Harvard Public Law Working Paper No. 20-24, Northwestern Law & Econ Research Paper No. 20-12
Number of pages: 12 Posted: 04 Sep 2020 Last Revised: 12 Mar 2021
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 70 (412,507)
Citation 1

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Trustee, Prudent Investor Rule, Loyalty, Names Rule, Mutual Fund, Investment Company, Investment Company Act, ESG, Environmental Social and Governance, Law and Economics, Law and Finance, Trust, Pension, Charity, Endowment, Active Investing

41.

Comment Letter of Professors John D. Morley and Robert H. Sitkoff on the Office of the Comptroller of the Currency's Advance Notice of Proposed Rulemaking on the Definition of 'Fiduciary Capacity' Regarding 'Directed Trusts'

Yale Law School, Public Law Research Paper Forthcoming
Number of pages: 6 Posted: 08 Nov 2019
John Morley and Robert H. Sitkoff
Yale Law School and Harvard University - Harvard Law School
Downloads 53 (472,844)
Citation 1

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trust, directed trust, trust director, directed trustee, trust protector, trust adviser, fiduciary duty, willful misconduct, Uniform Directed Trust Act, OCC, safe and sound, banking regulation

42.

When a Statute Comes with a User Manual: Reconciling Textualism and Uniform Acts

Emory Law Journal, Forthcoming
Number of pages: 58 Posted: 10 Nov 2021
Gregory Elinson and Robert H. Sitkoff
Harvard University - Harvard Law School and Harvard University - Harvard Law School
Downloads 44 (511,111)

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legislation, statutory interpretation, uniform acts, uniform laws, uniform law commission, textualism, canons of construction, uniform act comment,

43.

Fiduciary Duty, Social Conscience, and ESG Investing by a Trustee

55 Annual Heckerling Institute on Estate Planning (Tina Portando, ed., 2021)
Number of pages: 64 Posted: 10 Nov 2021
Max M. Schanzenbach and Robert H. Sitkoff
Northwestern University - Pritzker School of Law and Harvard University - Harvard Law School
Downloads 36 (549,958)

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Trusts, trustee, prudent investor rule, ESG, environmental social and governance, law and economics, law and finance, trust, pension, charity, endowment, active investing, active shareholding, contrarian investment, SRI, socially responsible investment, ethical investing, sustainable investing