Mr. John A. Rodgers, III

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


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


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