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.
Chris McConnell AIFA® is an independent expert on the securities industry and fiduciary responsibility. He has over 28 years of experience. Since 2003 as an independent expert consultant, McConnell’s FiduciaryFORENSICS® service assessing...
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: Florida
Areas of Expertise: Jan Leach is a court qualified expert witness and has appeared before Eastern Seaboard and Southeastern States courts as well as Federal court. She has experience as a forensic document examiner with questioned signatures, disputed wills, contracts,...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: Howard C. Rile, Jr., A. Frank Hicks, and Linton A. Mohammed are forensic document examiners continuously recertified by the American Board of Forensic Document Examiners (ABFDE), each with decades of full-time experience in working and testifying on...Locations: California and Washington
Areas of Expertise: David is a Certified Forensic Financial Analyst (CFFA)/ Forensic Accountant-Economist, an Accredited Valuation Analyst (AVA), and an Accredited Senior Appraiser (ASA). He has been in the valuation appraisal and lost profits/damages valuation...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, a Certified Valuation Analyst, and Certified in Financial Forensics, with over 25 years accounting experience. She provides specialized accounting and litigation support...Location: Texas
Areas of Expertise: Alan D. Westheimer, CPA/CFF, 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...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: Lester J. Schwartz is a Certified Public Accountant.Certified in Financial Forensics and accredited as a Board Certified Diplomat of the American Board of Forensic Accounting with over thirty seven years as a forensic accountant appearing as an...Location: California
Areas of Expertise: 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...Location: California
Areas of Expertise: Created a CPA professional corporation specializing in serving the entertainment and media industry on an international basis including forensic accounting, income taxation,economic damage analysis, management consulting, special audits, and expert...Location: Ohio
Areas of Expertise: Greg’s 35 years in the trust banking industry have given him the necessary experience to handle some of the most comprehensive and involved estate planning and probate matters. Location: Colorado
Areas of Expertise: Peters and Associates LLC provides services in: - Forensic economics, antitrust, finance and statistics - Corporate / business practice - Investments in stocks, bonds, futures, options - Mutual, hedge and managed futures funds Extensive business...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: 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: 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: Colorado
Areas of Expertise: Bill’s expertise involves fiduciary duties and responsibilities involved in investment management. His experience includes reports and testimony on behalf of trustees of private trusts (including bank trust departments), beneficiaries of private...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: Mr. Webb is an internationally-recognized expert in valuing fractional interests in real estate for partner disputes, buy-sell provisions, federal tax appeals and IRS negotiations, practice standards, usually involving partnerships, tenancy-in-common...Location: California
Areas of Expertise: David Ostrove, attorney-CPA-Educator, 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...Location: New York
Areas of Expertise: ALR Forensics is a New York based, cutting-edge forensic laboratory devoted exclusively to the examination of handwriting and documents. At ALR, a forensic scientist will use the latest methods and practices available to investigate your case. If you...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...Locations: Multiple Locations
Areas of Expertise: ForensisGroup, Inc. is a multi-disciplined expert resource group uniquely structured to provide you with high quality experts as expeditiously as possible. It is your ultimate source of experts since 1991! Thousands of our clients have gained the...Location: Georgia
Areas of Expertise: The Gross Consulting Group, LLC 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...Locations: Multiple Locations
Areas of Expertise: Consolidated Consultants (CCc) continues to deliver high quality expert witness and medical expert witness referrals nationwide since 1995. CCc is the only referral service where you can view the full, redacted CV on-line prior to contacting us. Our...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: Pennsylvania
Areas of Expertise: Gold 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: Professional litigation support and forensic accounting services. Specialty areas include expert witness testimony; accounting malpractice; damages calculations and lost profits and lost revenues analysis; civil litigation and arbitration ; business...Location: Colorado
Areas of Expertise: Lawrence is a graduate of the University of Denver School of Law and a licensed Colorado real estate broker and Realtor. His speciality for the past 35 years has be Promissory Notes and Cash-Flow Instruments nationally. He has valued, appraised,...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 New York City and Garden City,...Location: Texas
Areas of Expertise: Certified in Financial Forensics – selected by the U.S. Senate as its only investigative accountant for Whitewater. Reviewed documents related to the audit of Swiss banks for holocaust victims’ assets. Accounting Expert Witness since 1994....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