Rita and Joseph Solomon Professor of Wills, Trusts,and Estates
Director, Estate Planning, Graduate Tax Program
Logic & Experience: The Origin of Modern American Legal Education. Oxford University Press, 1994.
Disclaimers in Estate Planning: A Guide to Their Effective Use. American Bar Association, 1990 (with R.A. Brand).
New York Wills and Trusts. 3rd ed.(Lexis Law Publishing, 1990) (with J.G. McQuaid & F.W. Streng) (Annual Supplements).
CHAPTERS IN BOOKS
CHAPTERS IN BOOKS
The Beneficiary, Chapter 8 in Drafting New York Wills: Law and Forms 3rd ed. at 8-1 to 8-88 (H.D. Klipstein & I.M. Bloom, eds., Lexis Nexis Matthew Bender, 2003).
Fiduciaries, Chapter 16 in Drafting New York Wills: Law and Forms 3rd ed. at 16-1 to 16-56 (H.D. Klipstein & I.M. Bloom, eds., Lexis Nexis Matthew Bender, 2001).
Powers of Appointment, Chapter 13 in Drafting New York Wills: Law and Forms 3rd ed. at 13-1 to 13-51 (H.D. Klipstein & I.M. Bloom, eds., Lexis Nexis Matthew Bender, 2002).
Principal and Income, Chapter 14 in Drafting New York Wills: Law and Forms 3rd ed. at 14-1 to 14-47 (H.D. Klipstein & I.M. Bloom, eds., Lexis Nexis Matthew Bender, 2002).
Rights of Surviving Spouse, Chapter 10 in Drafting New York Wills: Law and Forms 3rd ed. at 10-1 to 10-146 (H.D. Klipstein & I.M. Bloom, eds., Lexis Nexis Matthew Bender, 2003).
State Responses to the Repeal of the State Death Tax Credit, Chapter 7 in 37th Annual Heckerling Institute on Estate Planning at 7-1 to 7-52, (T. Portuando, ed., Lexis Nexis Matthew Bender, 2003).
“Difficult Non-Tax Estate Planning Issues.” Chapter in Estate Planning in Depth (American Law Institute - American Bar Association Continuing Legal Education), at 137–156. Philadelphia, PA: American Law Institute, 2000 (with J. Pennell).
“Recent Non-Tax Developments.” Chapter in Estate Planning in Depth (American Law Institute - American Bar Association Continuing Legal Education), at 117–136. Philadelphia, PA: American Law Institute, 2000.
“Estate Taxation.” Chapter 5 in Taxation for the General Practitioner, at 189–217, edited by R.V. D’Alessandro. New York State Bar Association, 1999.
“Victorian from Beacon Hill: Oliver Wendell Holmes’s Early Legal Scholarship.” Chapter 76 in The History of Legal Education in the United States: Commentaries and Primary Sources, at 1052–1068, edited by S. Sheppard. Salem Press, 1999. Originally appeared in 90 Columbia Law Review 809–833 (1990).
“Fiduciary Income Taxation and Planning for the Complex Estate.” Chapter 2 in Valuation, Taxation and Other Planning Techniques for Large Estates, at 103–179. Practising Law Institute, 1997.
“Powers of Appointment.” Chapter 20 in The Handbook of Estate Planning, at 349–370 (D.L. Crumbley, ed.). Dow-Jones Irwin, 1988.
LAW REVIEW AND OTHER SCHOLARLY PUBLICATIONS
“Merit and Diversity: The Origins of the Law School Admissions Test (Childress Lecture Symposium).” 48 St. Louis University Law Journal 955–990 (2004).
“Some Property Law Issues in the Law of Disclaimers.” 38 Real Property, Probate and Trust Journal 207–239 (2003).
“Uniform Disclaimer of Property Interests.” 14 Probate & Property 57–61 (January/February 2000).
“Modern Coverture: Old Wine in Old Bottles (Symposium:Women, Equity and Federal Tax Policy: Open Questions).” 16 New York Law School Journal of Human Rights 181–184 (1999).
“Thoughts and Lives.” Book Reviews of Justice Oliver Wendell Holmes: Law and the Inner Self, by G. Edward White; and Learned Hand: The Man and The Judge, by Gerald Gunther. 39 New York Law School Law Review 607–635 (1994).
Book Review of The Documentary History of the Supreme Court of the United States, 1789–1800; Volume IV: Organizing the Federal Judiciary: Legislation and Commentaries, edited by M. Marcus. 37 New York Law School Law Review 467–473 (1992).
“Jurisprudence of History and Truth.” 23 Rutgers Law Journal 519–559 (1992).
“Just the Facts: The Field Code and the Case Method.” 36 New York Law School Law Review 287–336 (1991).
“The Legal Culture of the Formative Period in Sherman Act Jurisprudence (Conference: Observing the Sherman Act Centennial: The Past and Future of Antitrust as Public Interest Law).” 35 New York Law School Law Review 827–855 (1990).
“Victorian from Beacon Hill: Oliver Wendell Holmes’s Early Legal Scholarship.” 90 Columbia Law Review 809–833 (1990). Reprinted as Chapter 76 in The History of Legal Education in the United States: Commentaries and Primary Sources, at 1052–1068 (S. Sheppard, ed., Salem Press, 1999).
“Dusty Books and Living History: Why All Those Old State Reports Really Matter.” 81 Law Library Journal 33–39 (1989).
“‘A Task of No Common Magnitude’: The Founding of the American Law Institute.” 11 Nova Law Review 1085–1126 (1987).
“Swift v. Tyson and the Brooding Omnipresence in the Sky: An Investigation of the Idea of Law in Antebellum America.” 20 Suffolk University Law Review 771–832 (1986).
NEWSPAPER ARTICLES, PRACTICE MATERIALS, AND OTHER
NEWSPAPER ARTICLES, PRACTICE MATERIALS, AND OTHER PUBLICATIONS
Carryover Basis-Have We Learned from History?, 19 Probate & Property 38-41 (with M. Beckerman) (2005).
Book Review of William E. Nelson's In Pursuit of Right and Justice: Edward Weinfeld as Lawyer and Judge, 231 New York Law Journal 2 (October 26, 2004).
Book Review of Harold Hyman's Craftsmanship and Character: A History of the Vinson and Elkins Law Firm of Houston, 1917–1997, 20 Law and History Review 215–216 (2002).
“The Diversity of Merit.” Book Review of Beyond All Reason: The Radical Assault on Truth in American Law, by Daniel A. Farber and Suzanna Sherry. H-Law, H-Net Reviews (August 1998). Availiable from http://www.h-net.msu.edu/reviews/showrev.cgi?path=25935902341120.
“Langdell Laughs (Forum: That Impecunious Introvert from New Hampshire: Re-Imagining Langdell).” 17 Law and History Review 141–144 (1999).
“The Private and the Public Faces of Realism.” Book Review of Roscoe Pound and Karl Llewellyn: Searching for an American Jurisprudence, by N.E.H. Hull. H-Law, H-Net Reviews (May 1999). Availiable from http://www.h-net.msu.edu/reviews/showrev.cgi?path=27042927145926.
Book Review of A Nation Under Lawyers: How the Crisis in the Legal Profession is Transforming American Society, by Mary Ann Glendon. 15 Law and History Review 419–420 (1997).
Book Review of Patterns of American Jurisprudence, by Neil Duxbury. 41 American Journal of Legal History 127–128 (1997).
“The Income Taxation of New York Resident Trusts.” 68 New York State Bar Journal 30–35 (March/April 1996) (with E.C. Schwab).
“Honor Langdell (Commentary).” 20 Law & Social Inquiry 761–764 (1995).
Book Review of Our Lady The Common Law: An Anglo-American Legal Community, 1870–1930, by Richard A. Cosgrove. 35 American Journal of Legal History 225–227 (1991).
“Final Disclaimer Regulations Offer Flexibility in the Use of General Powers of Appointment for the Marital Deduction.” 65 Taxes 133–142 (1987) (with R.A. Brand).
“Logic and Experience: American Legal Thought and Legal Education, 1800–1920.” [Ph.D. Dissertation] (Harvard Law School, 1987).
Book Review of Malice and Falsehood: Six Issues of the ‘New York Weekly Journal’ 1733–34, by Mr. Zenger. 69 Western Pennsylvania Historical Magazine 263 (1986).
Software Review of Aardvark/McGraw-Hill’s “Estate Tax Planner.” 6 Journal of Law & Commerce 411–417 (1986).
“Using Disclaimers Adds More Flexibility to ‘Escape Clauses’ for Taxable Insurance.” 13 Estate Planning 278–281 (1986) (with R.A. Brand).
Harvard, A.B. 1973 summa cum laude, A.M. 1975, J.D. 1978 cum laude, Ph.D. 1987.