Trusts & Estates Expert Witnesses
Business, Financial & Marketing Expert Witness Listings
Consultants found here may testify regarding estates, trusts, and other instruments used for the disposition of property. These experts may testify regarding wills, probate issues, estate taxes, and estate planning. They may also provide reports and testimony regarding intestacy, living trusts, and charitable trusts.
25 years experience; Accredited Investment Fiduciary Auditor; any investment, account, asset, insurance, annuity, intellectual or real property may require fiduciary duty. NASD Rule 2310, NYSE Rule 405; Trusts; UPIA; ERISA Pension, Profit Sharing,...
JL Escrow Consultants and Expert Witnesses is an independent consulting firm providing litigation consultants and expert witnesses. Our technical staff consists of well-trained Escrow professionals each with at least 30 years experience. All have...
Trust and estate administration litigation consulting and expert witness services. Issues addressed include trust mismanagement, income and remainder beneficiary rights, trust investments, regulatory compliance and breach of fiduciary...
Location: California
Areas of Expertise: Samuel R. Biggs is a prominent forensic accountant regularly retained by attorneys, trustees, and federal and state government agencies, including U.S. Attorneys, the FBI, SEC and state attorneys. He is a former Bankruptcy Trustee, and has been...Location: New York
Areas of Expertise: Robert F. Bey is a Forensic Document Examiner (FDE) providing a multitude of scientific document and handwriting examinations. Forensic services available include scientific handwriting analysis and comparison, non-destructive ink analysis, revealing...Location: Kentucky
Areas of Expertise: Our years of experience, as bankers, as bank consultants, and as regulators provide valuable insight into case matters. We can assist both from the industry perspective, and from the regulatory perspective, offering a comprehensive assessment and...Location: California
Areas of Expertise: Mr. Burgh is an expert in taxation, probate and trust administration and litigation, and estate planning. Mr. Burgh is a CPA, certified by the State Bar of California as a Taxation Law Specialist and a Professor of Law at Loyola Law School, teaching...Location: Illinois
Areas of Expertise: Mr. Oliva is currently the managing partner of a regional accounting firm, ECS Financial Services, Inc. (www.ecsfinancial.com), since 1982. Also concurrently and since 1990 the CEO of an equipment leasing company , Beacon Funding...Location: Connecticut
Areas of Expertise: Business Valuation for tax, investment, litigation and other purposes. All industries. Nationwide. Designated by the ASA in Business Valuation.Location: Connecticut
Areas of Expertise: J. Allen Kosowsky,CPA,CVA,CFE,DACFE,PFS is a forensic accountant with emphasis on Business and Intellectual Property Valuation, forensic accounting, economic damages, internal financial and accounting investigations, white collar fraud and criminal...Location: Texas
Areas of Expertise: Alan D. Westheimer, CPA, CFE is a consulting practice focusing on litigation support services, as well as federal tax services, and practice management consulting for professional firms. Alan Westheimer has practiced public accounting for more than...Location: New York
Areas of Expertise: As a real estate appraiser familiar with court work, I listen well, write clearly, prepare with care, and work well as part of a legal team. In 27 years in the real estate business, I have appraised property in fifteen states and Canada and have been...Location: California
Areas of Expertise: David Ostrove is president of David Ostrove, a Professional Corporation. He has been an expert witness since 1957; Professor Of Law And Accounting, at Southwestern University School Of Law, in Los Angeles, for the past 38 years; Certified Specialist...Location: California
Areas of Expertise: Michael D. Cohen is a partner at SLGG. He directs the firm’s Forensic Accounting, Business Valuation and Litigation Services Practice Group. Michael has over twenty-six years of public accounting experience, including mergers, acquisitions, sales,...Location: California
Areas of Expertise: MCS Associates is a national consulting group with a special focus on Expert Witness and Litigation Consulting in banking, insurance, financial services, securities, real estate, economic & damages analysis, and forensic accounting. The firm has...Location: Colorado
Areas of Expertise: Meyer M. Saltzman is a Denver native and a graduate of the University of Denver. The firm founded by Mr. Saltzman in 1976, through merger and internal growth, currently consists of five partners, three managers and twenty-four staff members. Mr....Location: New York
Areas of Expertise: Michael J. Garibaldi is President and Chief Executive Officer of Israeloff, Trattner & Co., CPAs, PC, one of the region’s leading certified public accounting, financial, and management consulting firms, with offices in Garden City,...Locations: Multiple Locations
Areas of Expertise: ForensisGroup has hundreds of forensic experts with thousands of areas of expertise to refer for your consideration as expert witnesses, consultants, and investigators. Our experts routinely perform accident reconstruction, structural and failure...Location: Ohio
Areas of Expertise: Mr. Hoffer,J.D. has been engaged in over 100 cases in approximately 30 States as an expert witness involving breaches of fiduciary duties in probate estates, trusts, guardianships, agency and custodian accounts. He has been a consultant to a...Location: California
Areas of Expertise: Stewart Forensic Consultants, LLC is an independent consulting firm providing investigation, forensic and litigation support to individuals, companies and firms. Our technical staff is headed by Larry Stewart who has over 25 years of experience with...Location: California
Areas of Expertise: Dr. Louis Rovner - The Complete Polygraph Expert More than just an experienced polygraph examiner, Dr. Rovner has a truly unique combination of qualifications, experience and credentials. Full-time polygraph examiner - Dr. Rovner has been...Location: New Jersey
Areas of Expertise: Laurence G. Thoma JD,CFE,CPA/ABV,DABFA is the Director of Firm Litigation/Valuation/Forensic Accounting Services at WithumSmith+Brown, Certified Public Accountants and Consultants (WS+B). In this capacity, he has been appointed to value various...Location: Texas
Areas of Expertise: Preparation of valuation reports since 1985 for Exit Planning, Estate & Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions, Disruption of Business & chief...Location: California
Areas of Expertise: JAMES A. EBERT: 18 years experience with all types of homes, condos,& estates. Divorces, Trusts, CPA & Attorney friendly, our quick analysis saves you money & time, with proven strategies. Reviewing opposing documents. Superior Court, Family,...Location: California
Areas of Expertise: I hold the following licenses within the State of CA. General Building Contractor, Certified Real Estate Appraiser, Real Estate Broker, National Certified Building Inspector. I specialize in business interuption, partical taking, fudiciary,...Location: Georgia
Areas of Expertise: HLB Gross Collins, P.C., is an independent consulting firm providing litigation support regarding losses encountered by individuals and companies. Our technical staff consists of well-trained professionals with many years of experience. All have...Locations: Multiple Locations
Areas of Expertise: With more than 20 years forensic accounting experience, Mr. Kahrs is a highly credentialed and experienced expert witness, having testified in State and Federal courts for both plaintiffs and defendants, in cases involving calculation of damages due...Location: California
Areas of Expertise: Lester J. Schwartz is a Certified Public Accountant and accredited as a Board Certified Diplomat of the American Board of Forensic Accounting with over thirty years as a forensic accountant providing expert testimony in court and arbitration...Location: Florida
Areas of Expertise: Specializing in the Treatment of Older Adults including the evaluation and treatment of depression, anxiety, stress disorders, relationship problems, insomnia, memory problems, dementia, delerium and other mental and emotional problems which occur in...Locations: Multiple Locations
Areas of Expertise: Areas of expertise include Broker/Customer disputes--stocks and bonds; options, commodity futures and currency trading; derivatives including swaps; limited partnerships, hedge funds and managed futures, e.g., suitability, churning, unauthorized...Location: Pennsylvania
Areas of Expertise: Gocial Gerstein LLC is a full service accounting and consulting firm with specialties in litigation support, expert witness and business valuations. Our litigation experience includes forensic and fraud investigations, professional malpractice,...Location: California
Areas of Expertise: Mr. Jacobson offers an impressive record of success as an expert witness in real estate, business and finance. Included among the numerous cases in which he has testified as an expert witness are disputes over the interpretation of real estate...Location: California
Areas of Expertise: Ms. Lesgart is a Certified Public Accountant, a Certified Fraud Examiner, and a Certified Valuation Analyst, with over 22 years accounting experience. She provides specialized accounting and litigation support services in all phases of family law...Location: California
Areas of Expertise: Robert J. Berton has over four decades of private practice of law in San Diego, Ca, with emphasis on real estate (both commercial and residential), and probate (including trusts, and estate planning). He has represented real estate developers,...Location: Oregon
Areas of Expertise: Jacqueline A. Joseph, B.A., CDE. Certified and court-qualified since 1992, Ms. Joseph has conducted handwriting research and published numerous papers in scientific journals pertaining to questioned document examination and handwriting...Location: California
Areas of Expertise: Errold F. Moody, Jr.. has the most extensive background in Financial Planning in the United States (Ph.D., MSFP, MBA, LLB, BSCE). Mr. Moody has over 36 years of hands-on experience as a financial and real estate consultant to various title companies,...Location: Florida
Areas of Expertise: Ronald F. Worst provides over 13 years of private practice expertise in his areas of study as a security expert witness and fraud examiner. In addtion, he is a noted speaker, educator, and radio pesonality in presenting his knowledge and experience...Location: California
Areas of Expertise: Mr. Connelly is licensed as a CPA and an attorney, and has 25 years of collective financial investigation, audit and legal experience. During the past 12 years, his practice has focused on forensic investigations and other financial litigation...Trusts & Estates Expert Witnesses by State
- Alabama,
- Alaska,
- Arizona,
- Arkansas,
- California,
- Colorado,
- Connecticut,
- Delaware,
- District of Columbia,
- Florida,
- Georgia,
- Hawaii,
- Idaho,
- Illinois,
- Indiana,
- Iowa,
- Kansas,
- Kentucky,
- Louisiana,
- Maine,
- Maryland,
- Massachusetts,
- Michigan,
- Minnesota,
- Mississippi,
- Missouri,
- Montana,
- Nebraska,
- Nevada,
- New Hampshire,
- New Jersey,
- New Mexico,
- New York,
- North Carolina,
- North Dakota,
- Ohio,
- Oklahoma,
- Oregon,
- Pennsylvania,
- Rhode Island,
- South Carolina,
- South Dakota,
- Tennessee,
- Texas,
- Utah,
- Vermont,
- Virginia,
- Washington,
- West Virginia,
- Wisconsin,
- Wyoming