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)
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)
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.)
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, 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.)
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 ›
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, MAFF, CFD, ABAR, CVGA, MBV, ICVS-A
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,...
David W Wagner (Real Estate Appraiser & Real Estate Broker)
David W Wagner (Real Estate Appraiser & Real Estate Broker)
Location: California
Areas of Expertise: California Certified Residential Appraiser. California Real Estate Broker’s License. Litigation Support & Expert Witness Testimony Will, Trusts & Estate Planning Real Estate Appraisals Residential...
Kevin P Kulbacki, D-ABFDE (KDX Forensic Consulting, LLC)
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,...
Arthur B Kagan (A K Actuarial and Pension Services)
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 Ostrove (David Ostrove, Professor Of Law and Accounting, Attorney At Law, CPA (inactive) Expert Witness and Consultant)
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,...
Susan Ebert-Stone, SRA (Peak Appraisal Service, Inc)
Susan Ebert-Stone, SRA (Peak Appraisal Service, Inc)
Location: Colorado
Areas of Expertise: Peak Appraisal Service is a residential appraisal firm specializing in luxury resort properties. We provide valuation support for litigation (including complex diminution in value cases), divorce, estate...
Joseph B. Matheson MBA, CPA, ABV, CVA, PFS, CFF, CFE (Matheson & Associates, LLC)
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...
Chris McConnell AIFA (Chris McConnell & Associates)
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,...
Evan J. Himel, MAI, SRA (Perspective Valuation)
Evan J. Himel, MAI, SRA (Perspective Valuation)
Location: Louisiana
Areas of Expertise: Evan Himel is an MAI and SRA designated member of the Appraisal Institute. He is also a member of the International Right of Way Association. Mr. Himel provides expert witness services and has experience...
Chrissie A. Powers, CPA/CFF, CFE, CVA (Powers Forensic Accounting, LLC)
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...
ForensisGroup, Inc. (The Expert of Experts)
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...
Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA
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....
Gregory P. Wingerd, MAI, ASA (Wingerd Appraisals)
Gregory P. Wingerd, MAI, ASA (Wingerd Appraisals)
Location: California
Areas of Expertise: Providing real estate appraisal services in Southern California for estate, business partnership dissolution, divorce, foreclosure, financial planning, loan collateral value monitoring, valuation support...
Kerrie Merrifield, CPA, ABV, CFF, MAFF (Axiom Forensics )
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,...
Michael J. Garibaldi, CPA/ABV/CFF/CGMA (Garibaldi Group)
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...
MCS Associates -- Experts & Consultants In Banking, Financial Services, Real Estate & Insurance
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,...
Daniel B Boring (MAI, ASA, ARA, CBRE Inc.)
Daniel B Boring (MAI, ASA, ARA, CBRE Inc.)
Location: Florida
Areas of Expertise: With over 25 years of expertise in the valuation, analysis, acquisition, and disposition of real estate and machinery and equipment, Mr. Boring is a highly experienced professional dedicated to providing...
Larry F Stewart (Global Forensic Services, LLC)
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...
Consolidated Consultants
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,...
Julie M Plat (Julie M. Plat, CPA, CFE)
Julie M Plat (Julie M. Plat, CPA, CFE)
Location: California
Areas of Expertise: Ms. Plat is a Certified Public Accountant and Certified Fraud Examiner with over twenty-five years of forensic accounting experience. She testifies as an expert witness at deposition, arbitration and...
Lawrence H. Jacobson ( A Professional Corporation)
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...
Trusts & Estates FAQs

What is a trusts & estates expert witness?

A trusts & estates expert witness is a person who can provide testimony about the administration of trusts and estates, and the tax consequences of trusts and estates, among other issues.

What is the role of a trusts & estates expert witness?

A trusts & estates expert witness has the role of providing testimony during legal proceedings that pertain to the validity of a will, the proper administration of a trust, or the distribution of assets in an estate, among other issues.

How much can a person make as a trusts & estates expert witness?

Trusts & estates expert witnesses can receive expected earnings between $200 and $400 per hour, with the potential for more in specific situations. The final payment is determined through negotiation between the expert and the retaining attorney.

What are the qualifications of a trusts & estates expert witness?

A trusts & estates expert witness is an expert who can provide testimony on trusts, estates, and related matters.

In a lawsuit, how is evidence gathered by a trusts & estates expert witness?

A trusts & estates expert witness gathers evidence through document review, interviews with relevant parties, and analysis of financial records. They may also provide expert opinions and testimony in court.

In what type of cases would there be testimony from a trusts & estates expert witness?

Trusts & estates expert witnesses may provide testimony in cases involving will contests, trust disputes, estate planning, probate administration, fiduciary duty breaches, and asset valuation disputes.

Trusts & Estates Expert Witnesses by State
Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming