Harvard Law School


Faculty Disclosures re: Related Outside Interests and Activities

Name: Robert H. Sitkoff

Institution: Harvard Law School

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 from 2012 through the date of this report 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
Keleher & McLeod, P.A. (for individual beneficiaries) Expert / Consultant In the Matter of the Application for Modification of the Harvey E. Yates Revocable Trust and for the Modification of the Harvey E. Yales and Lucille Yates Trust, No. D-504-PB-2012-00036, Consolidated With In the Matter of the Application for Modifications of the HEY Revocable Trust No. 2 f/b/o Harvey E. Yates, Jr., The HEY Revocable Trust No. 4 f/b/o George M. Yates, The HEY/LY Trust No. 2 f/b/o Harvey E. Yates, Jr., and the HEY/LY Trust No. 4 f/b/o George M. Yates, No. D-504-PB-2012-00038, Fifth Judicial District, Chaves, New Mexico. May 2017 - ongoing
willing.com Board Legal Advisory Board. The Legal Advisory Board provides informal advice to willing.com about the law and practice of wills, trusts, estates, fiduciary administration, investment management, probate and nonprobate transfers, and other end-of-life planning matters. February 2017 - ongoing
McLane Middleton (for individual beneficiary) Expert / Consultant Javaras v. DiGeronimo et al., Superior Court, Massachusetts. September 2016 - 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 (by gubernatorial appointment). 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 Investors, 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, agency, fiduciary administration, fiduciary practice, prudent investor rule, legal malpractice, restitution and unjust enrichment, and charitable and nonprofit entities. September 2006 - ongoing
Greenfield Stein & Senior, LLP (for individual co-trustee) Expert / Consultant In the Matter of the Application of Thomas J. Killeen to Revoke the Letters of Trusteeship heretofore issued to Juliana Curran Terian as Co-Trustee of the Trusts Created under the Last Will and Testament of Peter G. Terian, Deceased; In the Matter of the Application of Juliana Terian, as Co-Trustee and sole income beneficiary of the Marital Trust created under Article VI of the Last Will and Testament of Peter G. Terian, Deceased, and mother and natural guardian of Olivia Terian, the sole remainder beneficiary thereof, Petitioner, for a decree revoking letters of trusteeship issued to Robert Wurmbrand and Thomas Killeen, as Trustees of the Marital Trust created under Article VI of the Last Will and Testament of Peter G. Terian, Deceased, and for an accounting and other related relief as against Robert Wurmbrand and Thomas Killeen, Respondents, File No. 2002/2871, Surrogate's Court, New York County, New York. November 2013 - July 2017
Abrams & Bayliss LLP (for individual plaintiff-beneficiaries) Expert / Consultant Kathryn Mennen, et al. v. Wilmington Trust Company, et al., C.A. No. 8432-ML, Chancery Court, Delaware. September 2013 - May 2017
Kellogg, Huber, Hansen, Todd, Evans & Figel, P.L.L.C. (for defendant bank) Expert / Consultant (1) In re Bank of New York Mellon Corp. Forex Transactions Litigation, 12-ms-2335 (LAK), United States District Court for the Southern District of New York. (2) The People of the State of New York, by Eric T. Schneiderman, Attorney General of the State of New York; Scott M. Stringer, Comptroller of the City of New York; State of New York, ex rel. FX Analytics, Plaintiffs v. The Bank of New York Mellon Corporation and The Bank of New York Mellon, Defendants, Index No. 114735/09, Supreme Court, New York County, New York. October 2011 - December 2016
Nathan R. Rietmann, Esq. (for individual plaintiff-beneficiaries) Expert / Consultant Jacob Johnson and Jessica Johnson George v. Valerie Johnson, Jodi Westbrooks, and Rodney Johnson, Case No. 161316170, Circuit Court, Oregon. March 2015 - June 2016
U.S. Trust/Bank of America Talk or publication Training lecture for trust officers and portfolio managers on trust fiduciary administration and prudent trust investment practices. March 2016 - March 2016
Polsinelli PC (for defendant bank) Expert / Consultant Jack L. and Hilda M. Beaver et al. v. U.S. Bank, N.A., et al., Case No. 00 CV 215097-01, Circuit Court, Jackson County, Missouri. October 2014 - March 2016
Grant, Herrmann, Schwartz & Klinger LLP (for individual executor) Expert / Consultant Estate of Ana R. Marcos De Ycaza, File No. 2013/889, Surrogate's Court, New York County, New York. May 2015 - June 2015
Abrams & Bayliss LLP (for individual special trustee) Expert / Consultant In the Matter of Daniel Kloiber Dynasty Trust U/A/D December 20, 2002, C.A. No. 9685-VCL, Chancery Court, Delaware. July 2014 - March 2015
Schiff Hardin LLP (for individual plaintiff-beneficiaries) Expert / Consultant Mary Bucksbaum Scanlan, Martin Michael Scanlan, Stella Clare Scanlan, and General Trust Company v. Marshall Eisenberg, Earl Melamed, Neal Gerber & Eisenberg LLP, and General Trust Company, No. 1:09-cv-05026, Federal District Court, Northern District of Illinois. May 2009 - March 2015
Moore & Van Allen (for individual co-executors) Expert / Consultant Faison v. Faison Enterprises, Inc., Case No. 13-CVS-15813, Superior Court, Mecklenburg County, North Carolina. January 2014 - July 2014
Wiggin and Dana LLP (for individual objectant-beneficiaries) Expert / Consultant In the Matter of the Judicial Settlement of the Final Account Proceedings of Bank of America, N.A., Trustee and Ann Kenny Braff, Rochelle Lazarus, Jonathan Braff and Michael Braff as Co-Executors of the Estate of Lewis Braff, Deceased Trustee, As Trustees of Trust Under Agreement Dated March 21, 1995, As Amended and Restated September 14, 2001, By and For Gerald Carrus, Deceased, File No. 1931/2002, Surrogate's Court, Westchester County, New York. November 2008 - October 2013
Kellogg, Huber, Hansen, Todd, Evans & Figel, P.L.L.C. (for individual co-trustees) Expert / Consultant In the Matter of Trust for Grandchildren of Wilbert L. and Genevieve W. Gore dated April 14, 1972, C.A. No. 1165-N, Chancery Court, Delaware. October 2009 - June 2012
Nystrom Beckman & Paris, LLP (for individual co-trustees and family office) Expert / Consultant Tenens Corporation, D/B/A Essex Street Associates, and the Trustees of the Ayer Family Trusts v. Vitale Caturano & Company and PricewaterhouseCoopers LLP, C.A. No. 07-00184-BLS, Superior Court, Massachusetts. April 2011 - February 2012

Last Updated: August 12, 2017