Harvard Law School

Faculty Disclosures re: Related Outside Interests and Activities

Name: Robert H. Sitkoff

HLS Title: Professor of Law

The faculty member above engages from time to time in outside activities, some of which are compensated, some of which are ongoing, and also has outside financial interests that may relate to his/her scholarly activities. The disclosures below are intended to provide interested parties information about potential conflicts of interest during the relevant period that might exist between the faculty member's scholarly and teaching activities, on the one hand, and his/her outside activities, on the other hand.
Client/Interest Role/Interest Issue/Matter Dates
Cohen Clair Lans Greifer & Simpson LLP (for individual defendant) Expert / Consultant Michael P. Galvin v. Elizabeth W. Galvin, Case No. 2022 DRB 000143, Superior Court, District of Columbia. April 2024 - ongoing
Maupin, Cox & LeGoy (for individual settlor) Expert / Consultant In the Matter of the Doe 1 Trust, Case No. PR23-00813, District Court, Washoe County, Nevada. January 2024 - ongoing
Skadden, Arps, Slate, Meagher & Flom LLP (for individual trustee) Expert / Consultant In the Matter of: T.A.D. Family Trust, No. MI22P2630PO, Probate and Family Court, Middlesex County, Massachusetts. October 2022 - ongoing
Quinn Emanuel Urquhart & Sullivan, LLP (for individual and individual trustee) Expert / Consultant Frank Brunckhorst III et al. v. Eric Bischoff et al., Case No. 21-CV-4362 (JPC), United States District Court for the Southern District of New York. October 2022 - ongoing
Langdon & Emison (for individual beneficiaries and individuals) Expert / Consultant (1) Jessie Benton et al. v. UMB Bank, N.A., Case No. 19P8-PR01534, Circuit Court, Jackson County, Missouri; (2) Jessie Benton et al. v. UMB Bank, N.A., Case No. 2016-CV16811, Circuit Court, Jackson County, Missouri. September 2020 - ongoing
Conrad & Scherer, LLP (for grantor and individual plaintiff-beneficiaries) Expert / Consultant (1) Lewis Gopher, Jr. et al. v. Wells Fargo Bank, N.A. et al., Case No. CACE-16-000592, Circuit Court, Broward County, Florida. (2) Seminole Tribe of Florida et al. v. Wells Fargo Bank, N.A. et al., Case No. 0:16-cv-60414-WPD, United States District Court for the Northern District of Florida. August 2015 - ongoing
American Law Institute Board ALI Council. The ALI Council is the volunteer board of directors that oversees the management of the business and affairs of the ALI. May 2012 - ongoing
Uniform Law Commission Gov't Official Commissioner. The ULC prepares uniform laws for enactment by the states. January 2008 - ongoing
Aspen Publishers Board Board of Editorial Advisors. The Board of Editorial Advisors provides advice to Aspen Publishers about law school casebooks and other such publications. December 2007 - ongoing
Federated Hermes, Inc. Expert / Consultant Consulting expert, talks and lectures, white papers, written analyses, and publications pertaining to trust law, practice, and policy; agency law and policy; prudent investor law, practice, and policy; and fiduciary law, practice, and policy. November 2007 - ongoing
Law Firms (Confidential) Expert / Consultant Various questions involving common law trusts, statutory trusts, wills and decedents' estates, estate planning, agency, fiduciary administration, fiduciary practice, prudent investor rule, legal malpractice, restitution and unjust enrichment, and charitable and nonprofit entities. September 2006 - ongoing
Choate, Hall & Stewart LLP; Todd & Weld LLP (for individual beneficiary and former individual co-trustee) Expert / Consultant In re: Leo Kahn Revocable Spousal Share Trust, Case Nos. 22P-0505-PO, 20P-1361, Probate and Family Court, Norfolk County, Massachusetts. August 2023 - April 2024
Goldman Felcoski & Stone P.A. (for individual settlor) Expert / Consultant Reversionary interests in a trust, transferability of a reversionary interest in a trust, and conditions of survival on a beneficial interest in a trust. September 2023 - November 2023
Geode Capital Management Talk or publication Presentation on fiduciary principles; environmental, social, and governance investing; and active versus passive investing. April 2023 - May 2023
freewill.com Board Board of Advisors. The Board of Advisors provides informal advice to freewill.com about developments in the trusts and estates field. June 2020 - February 2023
Susman Godfrey LLP; Levine Kellogg Lehman Schneider + Grossman, LLP; Conrad & Scherer, LLP; and Steptoe & Johnson LLP (for individual and fiduciary clients) Expert / Consultant Rebecca J. Scott et al. v. Carl S. Rosen et al., Case No. 20-000868 CACE (18), Circuit Court, Broward County, Florida. January 2019 - February 2023
Reilly Pozner LLP (for receiver and guaranty associations plaintiffs) Expert / Consultant Jo Ann Howard and Associates, P.C., et. al. v. J. Douglas Cassity, et al., Case No. 09-CV-1252-ERW, United States District Court for the Eastern District of Missouri. September 2017 - November 2021
Bank of America Talk or publication Training lecture for trust officers and portfolio managers on trust fiduciary administration and prudent trust investment practices. October 2021 - October 2021
Reilly LLP (for individual co-trustees) Expert / Consultant In re The Patrick D. Bowlen Trust, Case No. 2019PR30197, District Court, Colorado. March 2020 - July 2021
Calvert Research and Management Expert / Consultant Fiduciary administration, prudent investor rule, and ESG investing. December 2020 - April 2021

Last Updated: August 01, 2024