Robert H. Sitkoff

Harvard Law School

John L. Gray Professor of Law

1575 Massachusetts Avenue

Cambridge, MA 02138

United States

http://www.law.harvard.edu/faculty/directory/facdir.php?id=649

SCHOLARLY PAPERS

28

DOWNLOADS
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19,545

CITATIONS
Rank 7,426

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Top 7,426

in Total Papers Citations

64

Scholarly Papers (28)

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
Downloads 2,317 (4,340)
Citation 7

Abstract:

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
Downloads 73 (278,342)
Citation 7

Abstract:

2.
Downloads 1,724 ( 7,432)
Citation 9

An Agency Costs Theory of Trust Law

As published in Cornell Law Review, Vol. 89, pp. 621-84, 2004
Number of pages: 65 Posted: 04 Jun 2003
Robert H. Sitkoff
Harvard Law School
Downloads 1,504 (9,070)
Citation 9

Abstract:

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 Law School
Downloads 220 (116,701)
Citation 9

Abstract:

3.
Downloads 1,308 ( 11,599)
Citation 6

Trust Law, Corporate Law, and Capital Market Efficiency

Journal of Corporation Law, Vol. 28, 2003
Number of pages: 25 Posted: 11 Dec 2003
Robert H. Sitkoff
Harvard Law School
Downloads 1,135 (14,219)
Citation 6

Abstract:

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 Law School
Downloads 151 (165,389)
Citation 6

Abstract:

Trust Law, Corporate Law, and Capital Market Efficiency

Journal of Corporation Law, Vol. 28, 2003
Number of pages: 27 Posted: 21 Nov 2003
Robert H. Sitkoff
Harvard Law School
Downloads 22 (456,130)
Citation 6

Abstract:

4.

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 Law School and Harvard Law School
Downloads 1,196 (11,284)
Citation 4

Abstract:

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

5.

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 Law School
Downloads 965 (12,552)

Abstract:

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

6.

Roundtable Discussion: Corporate Governance

As published in Chicago-Kent Law Review, Vol. 77, pp. 235-49, 2001
Number of pages: 31 Posted: 29 Jul 2002
Emory University School of Law, Government of the State of Delaware - Court of Chancery, University of Minnesota Law School, Colson Associates, Inc. and Harvard Law School
Downloads 790 (23,803)

Abstract:

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

7.

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 Law School
Downloads 760 (18,905)
Citation 1

Abstract:

8.

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 Law School
Downloads 745 (18,725)
Citation 1

Abstract:

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

9.

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
Downloads 706 (25,145)
Citation 3

Abstract:

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

10.

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 Law School
Downloads 696 (28,715)
Citation 15

Abstract:

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

11.

Trust as 'Uncorporation': A Research Agenda

University of Illinois Law Review, 2005
Number of pages: 18 Posted: 17 May 2005
Robert H. Sitkoff
Harvard Law School
Downloads 665 (27,719)
Citation 4

Abstract:

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

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
Downloads 319 (78,330)

Abstract:

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
Downloads 274 (92,993)

Abstract:

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

13.

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 Law School
Downloads 491 (36,401)

Abstract:

14.

Politics and the Business Corporation

Regulation, Vol. 26, pp. 30-36, Winter 2003-04
Number of pages: 8 Posted: 05 Jan 2004
Robert H. Sitkoff
Harvard Law School
Downloads 466 (48,010)
Citation 1

Abstract:

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

15.

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
Downloads 444 (49,687)
Citation 5

Abstract:

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

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
Downloads 400 (60,032)
Citation 3

Abstract:

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
Downloads 42 (365,375)
Citation 3

Abstract:

17.

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 Law School
Downloads 406 (48,501)

Abstract:

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

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 Law School
Downloads 406 (49,403)

Abstract:

19.

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: 03 Apr 2014
Robert H. Sitkoff
Harvard Law School
Downloads 388 (40,997)

Abstract:

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

20.

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 Law School
Downloads 295 (82,291)
Citation 1

Abstract:

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

21.

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: 27 Mar 2017
Max M. Schanzenbach and Robert H. Sitkoff
Downloads 220 (46,455)

Abstract:

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

22.

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 Law School
Downloads 74 (253,455)
Citation 4

Abstract:

23.

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
Downloads 69 (122,104)

Abstract:

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

24.

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 Law School
Downloads 65 (215,873)

Abstract:

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

25.

The Rise of Trust Decanting in the United States

23 Trusts & Trustees (2017, Forthcoming)
Number of pages: 8 Posted: 26 Sep 2017
Robert H. Sitkoff
Harvard Law School
Downloads 0 (105,611)

Abstract:

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

26.

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
Downloads 0 (96,099)

Abstract:

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

27.

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
Downloads 0 (57,095)

Abstract:

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.

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 Joseph Feder and Robert H. Sitkoff
Munger, Tolles & Olson, LLP and Harvard Law School
Downloads 0 (68,613)

Abstract:

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