California Trusts & Estates Expert Witnesses

California Business, Financial & Marketing Expert Witness Listings

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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 ›
Chris McConnell AIFA (Chris McConnell & Associates)
Location: California
Areas of Expertise: Chris McConnell AIFA® has over forty years of experience including twenty years as an independent fiduciary expert on: the securities, banking, insurance and financial services industry regulatory and...
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...
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,...
Eric C Schneider (Schneider Valuation Consultants, Inc.)
Location: California
Areas of Expertise: Eric Schneider, MAI, SRA, AI-GRS, R/W-AC is the principal of Schneider Valuation Consultants, Inc., a real estate valuation firm specializing in real estate appraisals and appraisal reviews for litigation...
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...
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,...
Julie M Plat (Julie M. Plat, CPA, CFE)
Location: California
Areas of Expertise: Julie Plat is a Certified Public Accountant and Certified Fraud Examiner with over twenty years of forensic accounting experience. Ms. Plat is experienced at calculating and presenting economic damages....
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,...
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...
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...
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...
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,...
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...
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.