Resources on Voting Trusts

Below are some resources on voting trusts. (I will add resources over time.)

Statutes

IA Banks § 524.539 Voting trust

IA Business Corporations § 490.730 Voting trust

NY BCL § 621 Voting rust agreements

NY CPLR 7701 Special proceeding relating to express trust -- Stating, "A special proceeding may be brought to determine a matter relating to any express trust except a voting trust . . . ."

NY EPTL 1-2.20 Lifetime trust -- States that a "lifetime trust" "shall not include . . . a voting trust . . . ."

Chronological List

Max W. Heck, Voting Trusts, Marquette Law Review, 1919.

Marion Smith, Limitations on the Validity of Voting Trusts, Columbia Law Review, Nov. 1922.

Milton M. Bergerman, Voting Trusts and Non-Voting Stock, Yale Law Journal, 1928.

J. Gordon Gose, Legal Characteristics and Consequences of Voting Trusts, Washington Law Review, 1945.

John Warren Giles, Is the Voting Trust Agreement a "Dangerous Instrumentality"?, Catholic University Law Review, 1953.

John J. Woloszyn, A Practical Guide to Voting Trusts, University of Baltimore Law Review, 1975.

Wendy S. Goffe, Oddball Trusts and the Lawyers who Love Them or Trusts for Politicians and Other Animals, ABA RPTE Journal, 2012.

Naomi R. Lamoreaux & Laura Philips Sawyer, Voting Trusts and Antitrust: Rethinking the Role of Shareholder Rights and Private Litigation in Public Regulation, 1880s to 1930s - Working Paper 19-109, Harvard Business School, 2019.