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
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.... Learn More ›

Charles W. Ranson (Charles W. Ranson Consulting, Inc.)
Mr. Ranson assists defense and plaintiff counsel in fiduciary litigation cases between corporate and individual trustees, beneficiaries, registered investment advisors, and private banks. Ranson has testified at trial, deposition, and written reports... 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 ›
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...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, 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,...
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...
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...
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,...
Kerry G Campbell, CFA®, CFP®, AIFA® (Kerry Campbell LLC)
Location: New York
Areas of Expertise: 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...
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 8 years of experience in Forensic Document Examination work on behalf of law enforcement, the United States Federal Government,...
Lesnevich & Detwiler (Lesnevich & Detwiler Forensic Document and Handwriting Laboratory)
Location: Pennsylvania
Areas of Expertise: Contact us Today! 814.793.2377 | 412.430.3887 | 215.800.0120 | E-mail: info@lesnevich.com | Website: www.lesnevich.com Lesnevich & Detwiler are forensic document experts who specialize in non-destructive...
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,...
Lester J. Schwartz (Zivetz, Schwartz & Saltsman, CPA's)
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...
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...
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, attorney-CPA(inactive)-Educator, is a Professor at Southwestern School Of Law. He has been an expert witness since 1957; Professor Of Law And Accounting, at Southwestern University School...
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,...
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,...
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...
J. Daniel Mattei, CFA (Rockelis Partners)
Location: Puerto Rico
Areas of Expertise: Over $25 billion in transactional experience including advising the Government of Puerto Rico on the largest ever municipal debt restructuring in US history. Participated actively in pivotal matters of...
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...
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...
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...
Michael L Rosten (Piercy Bowler Taylor & Kern)
Location: Nevada
Areas of Expertise: Michael Rosten is a Shareholder with Piercy Bowler Taylor & Kern, which is the largest Nevada-based CPA firm. We provide wide geographic coverage, with offices in Las Vegas, Reno and Salt Lake City. Mr....
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 practice management consulting for professional firms. Alan D. Westheimer has practiced public...
Vahick Aram Yedgarian, Ph.D., MFE, MBA, CFP® (Regency Financial Group)
Location: Alaska
Areas of Expertise: Vahick Aram Yedgarian, Ph.D. (dba Regency Financial Group) is a fee-only Registered Investment Advisor (RIA) | Fiduciary Advisor | Certified Financial Planner (CFP®) | Asset Manager | Investment Manager...
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,...
Elliott M. Stein (Elliott M. Stein, M.D.)
Location: California and Florida
Areas of Expertise: 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,...
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 California. Our firm specializes in Business Interruption Loss Claims, Forensic Accounting, Business Valuation,...
Michael J. Maglocci (Joseph J. Blake and Associates, Inc.)
Location: Illinois
Areas of Expertise: Mr. Maglocci, a 30+ year Member of the Appraisal Institute (MAI), has been employed as the Managing Partner of the Midwestern Regional Office since April of 1985. Prior to that, Mr. Maglocci was a Senior...
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....
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...