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, estate settlement, and estate planning. They may also provide reports and testimony regarding intestacy, living trusts, and charitable trusts.
You may limit your search for Trusts & Estates expert witnesses to a specific area by selecting a state from the drop down box.
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Expert Witnesses
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Featured Experts
John A. Rodgers, III (John Rodgers & Associates)
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 responsibilities....
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Charles W. Ranson (Charles W. Ranson Consulting, Inc.)
Banking and financial services expert witness and litigation consultant focused on fiduciary issues, investment suitability, trustee fee determination and duty of impartiality, lending practices and failure to supervise, among other issues. For nearly...
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Kerrie Merrifield (Axiom Forensics)
Location:
California
Areas of Expertise:
I am an expert witness who specializes in Forensic Accounting, Business Valuation and Litigation Support. I am a CPA and have the following designations; ABV (Accredited in Business Valuation), CFF (Certified...
Diana G Lesgart, CPA, CFE, CVA, CFF (Diana G. Lesgart, CPA, An Accountancy Corporation)
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 30 years accounting experience. She provides specialized...
David Ostrove (David Ostrove, a Professional Corporation)
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...
Zivetz, Schwartz & Saltsman CPAs (Lester J. Schwartz, CPA)
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...
James Anastasy Kilpatrick (NAI Northern California)
Location:
California
Areas of Expertise:
Mr. Kilpatrick has Served as President of NAI Northern California for 14 years.
* Ownership and oversight of more than 2,500 sales, leases and loans, 3 offices, and roughly 80 headcount.
* Part of...
John D. Maine
Location:
California
Areas of Expertise:
John D. Maine, securities expert witness, consults and testifies regarding general industry customs and practices from a strong hands-on background. He has been retained in excess of 1,700 times and given...
Lawrence H. Jacobson ( A Professional Corporation)
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...
William Fender (Innovest Portfolio Solutions LLC)
Location:
Colorado
Areas of Expertise:
• Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations
• Experience includes...
JAY SHAPIRO CPA ( Financial Expert Witness)
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...
Steven R Norris (Norris Realty Advisors)
Location:
California
Areas of Expertise:
Norris Realty Advisors is a commercial real estate appraisal and consulting firm located in Pasadena, California. The firm provides both appraisal and advisory services to a wide variety of clients, including...
Charles Porten, CFA
Location:
Connecticut
Areas of Expertise:
Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, CM&AA, MAFF, CFD, ABAR
Location:
Texas
Areas of Expertise:
Preparation of valuation reports since 1985 for Exit Planning, Estate and Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions,...
Market Consulting Corporation
Location:
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,...
Consolidated Consultants
Location:
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,...
Alan D. Westheimer (Alan D. Westheimer, CPA/CFF, CFE)
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...
W. Timothy Finn II (Financial Management Consulting Group)
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,...
Paul Golubovs, MBA, ASA, ARM-ARM, Accredited Senior Appraiser American Society of Appraisers (AA&A Appraisal Service)
Location:
California
Areas of Expertise:
Paul Golubovs, MBA, ASA, ARM-ARM is an Accredited Senior Appraiser (Senior Member) of the American Society of Appraisers, with five ASA Specialty accreditations in two Disciplines:
PERSONAL PROPERTY:...
Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
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....
P.D. Eye Forensics, LLC
Location:
Ohio
Areas of Expertise:
P.D. Eye Forensics is a forensic accounting firm, wholly-owned by women. Combined, we have over 35 years of experience in the accounting field. Our team consists of Certified Public Accountants (CPAs),...
COHEN | VOLK Economic Consulting Group
Location:
California
Areas of Expertise:
COHEN | VOLK Economic Consulting Group provides high quality, reasonably priced economic analysis, valuation and testimony in commercial, construction, employment, marital dissolution, and wrongful death...
MCS Associates -- Experts & Consultants In Banking, Financial Services, Real Estate & Insurance
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,...
ForensisGroup, Inc. (The Expert of Experts)
Location:
Multiple Locations
Areas of Expertise:
For over 20 years, ForensisGroup has provided the nation’s top law firms, insurance agencies, government entities and many other industries with highly qualified expert witnesses and consultants. Experts...
Chris McConnell AIFA (Chris McConnell & Associates)
Location:
California
Areas of Expertise:
Chris McConnell AIFA® is an independent expert on the securities industry and fiduciary responsibility. He has over 31 years of experience. Since 2003 as an independent expert consultant, McConnell’s FiduciaryFORENSICS®...
Michael J. Garibaldi, CPA/ABV/CFF/CGMA (Garibaldi Group)
Location:
New York
Areas of Expertise:
One of the industry's leading law firm services experts, Michael J. Garibaldi has a strong background providing efficient and affordable solutions to the many complex issues facing the legal profession...
Larry F Stewart (Global Forensic Services, LLC)
Location:
California
Areas of Expertise:
Global Forensic Services, LLC (formerly Stewart Forensic Consultants, LLC) is an independent laboratory and consulting firm providing investigation, forensic and litigation support to individuals, companies...
Trusts & Estates Expert Witnesses by State
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