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.

Expert Witnesses

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Featured Experts
Kerry G Campbell, CFA®, CFP®, AIFA® (Kerry Campbell LLC)
Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial expert witness during litigations and provides... Learn More ›

Charles W. Ranson (Charles W. Ranson Consulting Group, LLC)
Mr. Ranson is engaged by defense and plaintiff counsel in trust and estates fiduciary litigation cases between corporate and individual trustees, estate executors / personal representatives, trust and estate beneficiaries, registered investment advisors,... Learn More ›

Diana G. Lesgart, CPA, CFE, CVA, CFF (Diana G. Lesgart, CPA, An Accountancy Corp.)
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 accounting and litigation support services... Learn More ›

Paul Golubovs, MBA, ASA, ARM-ARM, Accredited Senior Appraiser American Society of Appraisers (AA&A Appraisal Service)
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: (1) Fine Arts, (2) Antiques and Decorative Arts,... Learn More ›

Elliott M. Stein (Elliott M. Stein, M.D.)
I am a specialist in the Evaluation and Treatment of Older Adults including the evaluation and treatment of depression, anxiety, stress disorders, relationship problems, insomnia, memory problems, dementia, delirium and other mental and emotional problems... Learn More ›
Chrissie A. Powers, CPA/CFF, CFE, CVA (Powers Forensic Accounting, LLC)
Location: Ohio
Areas of Expertise: Professional team knowledgeable and experienced in fraud detection & deterrence, divorce, damages & lost profits, bankruptcy services and estate/probate. Experience includes investigations involving...
Arthur B Kagan (A K Actuarial and Pension Services)
Location: California
Areas of Expertise: Pension Plan consulting actuary with 40+ years of experience. Had third party administration (TPA) and actuarial firm serving 650 pension, profit sharing and 401k plans. Sold firm in 2016. Now doing consulting...
David W Wagner (Real Estate Appraiser & Broker)
Location: California
Areas of Expertise: David is a California Certified Residential Appraiser. In addition, he hold’s a California Real Estate Broker’s License. Litigation Support & Expert Witness Testimony Will, Trusts & Estate Planning...
Kerrie Merrifield, CPA, ABV, CFF, MAFF (Axiom Forensics )
Location: California
Areas of Expertise: I am a Forensic CPA who works as an expert witness and testifies nationally, with offices in Los Angeles, California. Our firm specializes in Business Interruption Lost Profits Claims, Forensic Accounting,...
ForensisGroup, Inc. (The Expert of Experts)
Location: Multiple Locations
Areas of Expertise: For over 30 years, ForensisGroup has provided the nation’s top law firms, businesses, insurance companies, government entities with highly qualified expert witnesses and consultants. Experts referred by...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A
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,...
Kevin P Kulbacki, D-ABFDE (KDX Forensic Consulting, LLC)
Location: Illinois
Areas of Expertise: KDX Forensic Consulting, LLC is a Forensic Document Examination firm with over a decade of experience in Forensic Document Examination work on behalf of law enforcement, the United States Federal Government,...
Evan M Levine (181 South Franklin Ave )
Location: New York
Areas of Expertise: Complete Advisors is a New York-based boutique valuation firm that prepares valuations for assets and entities with build-in complexities for estate and tax planning. Nainesh Shah, with 25 years of portfolio...
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,...
Charlie Brown
Location: Georgia
Areas of Expertise: Mr. Charles Brown provides expert witness services based on his 20+ years of Community Bank CEO experience and 30 years in the banking industry. During this time as CEO, he created two new banks and bought...
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,...
Richard W Mulvey,CPA (Olde Green Consulting)
Location: New York
Areas of Expertise: CPA specializing in Forensic Accounting, including Fraud Investigations, Expert Witness testimony, Business Valuations, and all forms of Litigation Support. Perform management consulting engagements, profitability...
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....
Chris McConnell AIFA (Chris McConnell & Associates)
Location: California
Areas of Expertise: Chris McConnell AIFA® is an independent expert whose portfolio includes but is not limited to the securities, banking and financial services industry regulatory and internal compliance, custom and practice,...
David Ostrove (David Ostrove,   Professor Of Law and Accounting,    Attorney At Law,    CPA (inactive)   Expert Witness and Consultant)
Location: California
Areas of Expertise: David Ostrove specialized in EXPERT WITNESS FOR LEGAL MALPRACTICE" and "EXPERT WITNESS FOR ACCOUNTING MALPRACTICE" and "EXPERT WITNESS FOR AUDITING." Professor Ostrove is an attorney-CPA(inactive)-Educator,...
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...
Kirsten Turkington, NP (Turkington Medical)
Location: Arizona
Areas of Expertise: Dr. Turkington is a clinician, educator and advocate. She is a Certified Nurse Life Care Planner, Family Nurse Practitioner, Health Consultant, and Advanced Forensic Nurse with more than 20 years of active...
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...
Joseph B. Matheson MBA, CPA, ABV, CVA, PFS, CFF, CFE (Matheson & Associates, LLC)
Location: New Jersey
Areas of Expertise: Damages: Our damage measurement methods can determine the extent of financial loss and illegal accounting practices. Litigation support involves the quantification of economic damages pursuant to existing...
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...