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.


Areas of Expertise

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

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