Mr. John A. Rodgers, III

John Rodgers & Associates
4505 Columbine Court
Charlotte , NC 28226-5189
Office: 704-366-8875
Fax: 704-366-4641

Introduction

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. I have advised current income beneficiaries, remainder beneficiaries as well as individual and bank trustees. Member Illinois Bar and North Carolina Bar Association Estate Planning and Fiduciary Law Section, Charlottte Estate Planning Council.Consulting and testifying witness in both state and Federal courts. Graduate of Cornell University and University of Virginia School of Law. Attended 17th Annual National Expert Witness Conference sponsored by SEAK. FINRA Series 7, 24 & 63 Securities Licenses. Managed the Trust Division of First National Bank of Commerce in New Orleans for 9 years. Over the past 10 years I have worked with nearly 100 law firms in 22 states providing fiduciary litigation consulting and expert witness services for both plaintiff trust and estate beneficiaries and defendant trustees, both individual and corporate fiduciaries, and have testified in both state and federal courts.


Areas of Expertise

  • Banking
  • Marketing
  • Probate
  • Securities
  • Stocks & Bonds
  • Tax
  • Trusts & Estates

Expert Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: LLB degree University of Virginia School of Law, Member Illinois Bar, Chicago Ba rAssociation, North Carolina Bar Association Estate Planning and Fiduciary Law Section, FINRA (formerly NASD) Securities Licenses Series 7, 24 and 63,
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Member Estate Planning Counsel of Chicago, Miami, New Orleans,and Charlotte
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Speaker at american Bankers Association Trust School, Northwestern University
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: NO
Q: On how many occasions have you been retained as an expert?
A: over 100
Q: For what area(s) of expertise have you been retained as an expert?
A: Trusts, estates and investment management
Q: In what percentage of your cases were you retained by the plaintiff?
A: About 65%
Q: In what percentage of your cases were you retained by the defendant?
A: About 35%
Q: On how many occasions have you had your deposition taken?
A: over 100
Q: When was the last time you had your deposition taken?
A: Spring 2018
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: over 5z0
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: over 50
Q: For how many years have you worked with the legal industry as an expert?
A: over 100
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: consulting, expert witness
Q: What is your hourly rate to consult with an attorney?
A: $300
Q: What is your hourly rate to review documents?
A: $300
Q: What is your hourly rate to provide deposition testimony?
A: $400
Q: What is your hourly rate to provide testimony at trial?
A: $400
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: travel

References

Harmon Caldwell, Esq.
Caldwell & Watson
5825 Glenridge Drive, N.E.
Building Two, Suite 200
Atlanta, GA 30328-5579
(404) 843-1956
hcaldwell@cwlaw.org

James G. Long, III, Esq.
Nexsen Pruet
Columbia, SC
803-771-8900
jlong@nexsenpruet.com