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.)
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... 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 ›

Kerrie Merrifield, CPA, ABV, CFF, MAFF (Axiom Forensics - California and Texas Offices)
I am a Forensic CPA who works as an expert witness and testifies nationally, with offices in California and Texas. Our firm specializes in Forensic Accounting, Business Valuation, Family Law, Economic Damage Calculations, Asset tracing, Embezzlement and... Learn More ›

Monica Argumedo (Monica Argumedo, M.D., Forensic Psychiatry)
Dr. Argumedo is a highly skilled Board-Certified Forensic Psychiatrist. She has testified in over 40 cases over her more than 10-year career and rendered her opinion in considerably more cases which have settled. She routinely conducts forensic expert... Learn More ›
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...
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....
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,...
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,...
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...
Thomas Collier
Location: Georgia
Areas of Expertise: Mr. Collier is an expert Claims and Damages Consultant in Commercial Construction, Personal Injury, General Contracting, Third-Party, Insurance, and General Commercial Areas. These include Developer and...
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,...
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...
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...
Beryl Vaughan (ForensicExpertPro)
Location: California
Areas of Expertise: Ms. Vaughan assists attorneys and forensic psychiatrists and psychologists who are expert witnesses to find one another, as an extension of her consultancy in practice development, business management...
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,...
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...
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...
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...
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...
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....
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:...
Arthur 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 and have completed...
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,...
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...
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,...
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...
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...