Expert 501658 - LA

Expertise Description

I have over 45 years' experience as an actuary. I have a focus in life insurance and annuities; reinsurance; due diligence reviews; suitability of sale; life settlements; assessing and determining the value of life insurance policies, annuity benefits, retirement benefits, disability benefits, life estate plans; substandard structured settlement annuities, and/or future medical services; divorce; donation and gift; estate valuation; and dispute resolution. I have provided my services as an actuary expert witness for more than 5 years.

Expert 521595 - WA

Expertise Description

I have spent over two decades as a business broker and attorney with expertise in tax valuations and appraisals, Tax/IRS, bankruptcy, estate and gift, wills and transition planning, business valuation, deal structuring, and machinery and equipment appraisals. I am offering my services as a business broker expert witness.

Expert 134945 - CO

Expertise Description

I have more than 35 years experience specializing in appraisal and valuation of sports collectibles, sports memorabilia, and numismatics with in the field. My expertise includes sports collectibles, sports memorabilia, currency / coin collections, and precious metal collections. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

Expert 8860 - CA(S)

Expertise Description

I have over 30 years experience as an appraiser. My appraising expertise includes: antiques, residential contents, as well as fine and decorative arts for collectors, museums, businesses, accountants, attorneys, insurance, municipalities, and individuals. I have experience with wood identification and dating, review of appraisals, documentation of fraud, cataloging of collections, inventory and condition reports, damage and loss claims, diminution of value, acquisitions and divestments, estate planning, tax and probate, charitable contributions, and dissolution of marriage / division of property. I have prior expert witness experience.

Expert 501877 - CA(S)

Expertise Description

I have more than 20 years experience in the field of Financial Valuation with expertise in national, international, private, and publicly held companies. I have knowledge of professional business valuations of middle market companies for estate planning, employee stock ownership plans (ESOP's), mergers, acquisitions, divestitures, and litigation support purposes. I have prior expert witness experience with consultation and deposition.

Expert 364654 - CA(S)

Expertise Description

I have more than 20 years experience in the industry of Personal Property Appraisal. My expertise includes fine art appraisal and valuation, and expert witness services for attorneys, corporations, insurance companies, and private clients. My additional experience consists of valuations for asset management; charitable contribution in conformance with all IRS requirements; collection inventory and documentation; estate planning and equitable distribution; estate taxation in conformance with all IRS requirements; claims and loss damages, insurance loss and damage; insurance scheduling; property division; and property acquisition or disposition. I have prior expert witness experience.

Expert 361382 - WA

Expertise Description

I have over 10 years comprehensive financial advisory experience gained as a registered representative of national wire-houses. I specialize in matters related to investment management by fiduciaries, trustees, personal representatives, and financial consultants, as well as adherence to SEC / FINRA standards of conduct for broker-dealers, registered investment advisors, and their representatives. My expertise includes an emphasis on investment analysis and decision-making processes / modern portfolio theory; asset allocation, diversification, risk control / fiduciary standards, investment and spending policy statements / trust and estates; multigenerational strategies, charitable gifting, tax planning and sheltering. My private practice focuses on recommending and implementing efficient wealth management and investment strategies for high-net-worth individuals and institutional investors. I have more than 10 years expert witness experience.