Estate Planning Expert Witnesses

Estate planning refers to the arrangements made for one’s property that will go into effect after the individual in question is later deceased or can no longer make the proper decisions. Estate planning requires a multifaceted process of organizing one’s assets. This process involves asset management and allocation, naming beneficiaries, establishing trusts, and requirements. Estate planning expert witnesses are called upon for legal issue involving the financial and ownership rights within these arrangements.

Case related to estate planning may involve disputes over tax litigation and/or estate litigation, such as tax planning malpractice, issues with life insurance, or bad faith. Since estate planning requires the organization of finances, expert witnesses used in estate planning case might be licensed or certified as attorneys, accountants, real estate appraisers, financial advisors and other related diciplines.

Estate planning expert witnesses will also have extensive knowledge in taxes with tax court, insurance tax law, international tax law, and estate and trust damages. In addition to personal property and real estate, estate planning also includes making business arrangements, planning for medical care, and any other major decisions involving ownership or finances. Appraisal is a very important aspect of estate planning, as the financial worth of one’s property must be assessed so that the proper decisions can be made.

Contact us today or submit an expert request form to retain the right estate planning expert witness for your case.

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Taxation Expert Witness CA 0101350

Expertise Description

I am an expert and attorney with expertise in income tax planning, charitable giving, and other federal, state and local taxation issues for individuals, corporations, and tax-exempt organizations. My experience of over 15 years includes advising on issues regarding formation, management, joint ventures, planned giving, and board governance. I have additional expertise with income tax planning for business transactions and estate planning. I have lectured on tax issues for nonprofit organizations and also serve as an adjunct professor on income taxation of trusts and estates. I have provided consultations, deposition, and courtroom testimony for more than 15 years as a taxation expert witness.

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Life Insurance Expert Witness AR 533041

Expertise Description

I am a life insurance expert witness with more than 35 years working in the life insurance industry. My areas of expertise include compensation strategies; death benefit; estate planning; field underwriting; formulation of bonds; premium financing; prepared insurance analysis and suitability; product development; salary continuation; STOLI arranged policies; taxation; and tax transfer planning. I have experience running large brokerage firms and working on the sales, product development and agent recruiting and training. I have worked with charities, large corporations, medical practice firms, and privately held companies. I have provided clients with consultations and deposition for over 5 years as a life insurance expert witness.

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Financial Management Expert Witness TX 529758

Expertise Description

I have over 20 years of consulting experience in finance with an emphasis in financial management and investment management. My areas of expertise include comprehensive financial planning, individualized investment strategy, investment management, retirement and education planning, income and asset protection, estate planning, and debt management. I have prior experience offering consultations and deposition as a financial management expert witness.

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Securities Expert Witness TN 530881

Expertise Description

I have over 40 years of consulting experience in the securities industry with an emphasis in finance. My areas of expertise include life insurance, variable and fixed annuities and estate planning activities, sales management, marketing, product development, legal, compliance, licensing and operations, developing and implementing the annual business plan, New York Stock Exchange, insurance services, and estate planning. I have provided deposition and trial testimony for more than a decade as a securities expert witness.

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Fine Art Appraisal Expert Witness 532332

Expertise Description

I am an experienced and highly skilled fine art appraisal expert witness with more than 30 years in the field. My expertise is in all appraisal reports issued for use in litigation support, forensic appraisals, insurance scheduling, damage loss claims, charitable contributions, estate tax, estate planning, matrimonial, resale, liquidation & collateral purposes of art, antiques, decorative arts, wine, haute couture/fashion/ accessories/clothing, residential contents, collectibles, office contents, and business equipment. I have provided consultations, deposition, and courtroom testimony for over two decades as a fine art appraisal expert witness.

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Valuation Specialist Expert 43315 WA

Expertise Description

With more than 35 years as a valuation specialist, I have a focus in public accounting, business valuation, taxes, intellectual property valuation, divorce, buy/sell agreements, partnership agreements or dissolution of partnership, estate/succession planning, product loss, loss of income, and bankruptcy. I have additional experience in detecting, investigating, and deterring fraud. I have offered consultations, deposition, and courtroom testimony for over 35 years as a valuation specialist expert witness.

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Real Estate Expert 530502 KS

Expertise Description

I have over 25 years experience in real estate appraisal working with various property types, including retail, office, lodging facilities, multifamily, industrial, commercial and residential subdivisions, and vacant land. My expertise includes appraisal services for new loans, market studies and appraisals, refinancing, condemnation, litigation support, conservation easements, estate planning, ad valorem tax issues, acquisitions, development and construction. I have provided consultations, deposition, and courtroom testimony as a real estate appraisal expert witness for more than 10 years.

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Actuary 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.

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Real Estate Appraisal Expert 522013 OH

Expertise Description

With more than 25 years experience in Real Estate Appraisal, my expertise is in litigation involving zoning, eminent domain and ad valorem tax values; leased fee, leasehold and partial interests; estate tax planning; partial takings; aerial easements, sewer, utility, slope and channel easements, temporary construction easements, conservation and scenic preservation easements; assessment of damages due to proximity issues, loss of parking, and other factors. I have offered my services for over 25 years as a real estate appraisal expert witness by providing deposition, consultations, and courtroom testimony.

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Accounting Expert 522575 CA(S)

Expertise Description

I have over 40 years experience in Accounting. I have worked with Income Tax Planning, Estate Planning, Representation in IRS Audits, Second Opinion Service, and Taxation Teaching Services. I have also provided numerous clients with deposition, consultations, and courtroom testimony for more than 40 years as an accounting expert witness.

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Estate Planning Expert 521252 TX

Expertise Description

With over 35 years experience in Financial Planning, my expertise is in estate planning for estate tax purposes and wealth transfer for multi generational business. I have additional knowledge in retirement planning, college planning, life insurance for individuals, group health insurance, disability insurance, 401k, and long-term care. I also have prior experience as a financial planning expert witness in Texas.

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Insurance Risk Expert 518633 CA(S)

Expertise Description

I have more than 30 years of experience in life insurance, health insurance, property and casualty insurance, workers’ compensation, professional liability, general business insurance, risk management, financial planning, employee benefits, compliance, and insurance agents and brokers duty to perform. I have focused on the areas of complex insurance portfolio plan design and implementation, coverage, consulting and compliance, executive compensation, business perpetuation planning, deferred compensation and estate planning. I have been a Chief Risk Officer for an international resort, hospitality, and property management operation. I have over 15 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Tax Law Expert 407540 CA(S)

Expertise Description

I have more than 35 years experience as an Attorney in the field of Taxation Law and am certified as a specialist in taxation and elder law. My expertise includes tax planning, tax controversy, employment tax audits, sales tax audits, tax shelter audits, FBARs disclosures, and property tax issues. I am also experienced with business planning, business formation, estate and trust litigation, probate, estate planning, wills and trusts, elder law, medical planning, and elder abuse. I have over 15 years expert witness experience with consultations, deposition, and courtroom testimony.

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Life Insurance Expert 28946 CA(S)

Expertise Description

I have over 40 years experience in insurance issues. My areas of expertise include life, health, group, disability and estate planning insurance. I have more than 25 years expert witness experience with consultations, deposition, and courtroom testimony.

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Business Valuation 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.

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Human Resources Expert 322249 AL

Expertise Description

I have more than 30 years experience in the field of Human Resources and Compensation with expertise in executive and board of director arenas. I have experience with the analysis, design and implementation of innovative performance, governance enhancement and cost saving programs. I have additional experience with employment agreement, the assistance in selecting, compensating, mentoring, supporting, and reviewing the performance of boards, CEOs, and key executives; as well as, ensuring the availability of adequate resources – inclusive of capital, technology, and people. I have over 25 years expert witness experience with consultations, deposition, and courtroom testimony.

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Appraisal Expert 389882 CA(N)

Expertise Description

I have more than 35 years experience as a Real Estate Appraiser. My experience includes real estate development, institutional grade TIC investments, valuation opinions in real property dispute arbitration and mediation, tax appeals, standard of care testimony, inverse condemnation, and appraisal assignments for attorneys, lenders, accountants, corporations, municipalities, litigation support, and individuals for estate planning, diminution in value, construction defects, bankruptcy court, bankruptcy real estate appraiser, vacant and improved land lease renewals, mortgage lending, gifting, taxation, purchase, and sale. I have experience in fee simple, leased fee, easement, air rights, and partial interest appraisals for improved properties and/or land for asphalt batch plants, mobile home parks, movie theaters, dormitories, sororities, funeral homes, self-storage facilities, skilled nursing facilities, auto dealerships, schools, gas stations, medical office buildings and surgery centers, office buildings, warehouses, industrial and R & D buildings, agriculture, apartment complexes, shopping centers, residential and commercial condominiums, attached and detached single family dwellings, including residential subdivisions and land development projects. I have prior expert witness experience.

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Tax Law Expert 369729 CA(S)

Expertise Description

I have more than 45 years experience as a State Tax Attorney. I have experience advising clients on estate planning considerations involving property tax, income tax, pension plans, tax court, charitable giving, gift taxation, insurance trusts, special needs trusts, dynasty trusts and other tax and family concerns. I have additional experience providing counsel for businesses and non-profit organizations in business formation and tax-related matters. I have over 5 years expert witness experience with consultations, deposition, and courtroom testimony.

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Real Estate Appraisal Expert 425204 CA(S)

Expertise Description

I have more than 30 years experience in Appraisal specializing in real estate and closely-held businesses. My experience includes reviewing and appraising residential, commercial, industrial, agricultural, transportation corridors, and other special use properties in California, other parts of the United States and in Mexico. I have experience with appraisals prepared for sale, purchases, insurance, lease, financing, income tax, assessment appeals, condemnation, allocation of purchase price, estate and corporate planning. I have also performed extensive economic feasibility studies, appraisal and valuation, business valuations and real estate market analyses for proposed development of urban real estate, real estate investments, corporate real estate, cash flow analyses, and economic projections. I have spent over 15 years as a real estate appraisal expert witness by providing consultations, courtroom testimony, and deposition.

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Probate Expert 160188 AZ

Expertise Description

I have more than 35 years experience in the field of Probate and Trust Administration with expertise in Trusts and Estates. I have experience with litigated contests, attorney standard of care issues, removal petitions, accountings, and other probate and trust related contested matters. I have additional experience with fee disputes, attorney fees, malpractice, standard of care issues for fiduciaries, attorney malpractice, attorney competence, estate tax disputes, and state bar disputes. I have over 30 years expert witness experience with consultations, deposition, and courtroom testimony.

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Criminal Defense Expert 459634 CA(S)

Expertise Description

I have more than 15 years experience in the field of Probate Law with expertise in probate litigation, trust litigation, conservatorships/guardianships, adoption guardianship, and estate planning. I have additional experience with drafting pleadings, discovery, and letters regarding all aspects of probate process. I have prior expert witness experience with consultations and courtroom testimony.

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Taxation Expert 451683 GA

Expertise Description

I have more than 15 years in the field of Tax Law with expertise in Federal litigation and IRS tax compliance. I have additional experience with Federal Income Taxation, Corporate Taxation, Estate Planning, Partnership Tax, International Tax Law and International Taxation. I have prior expert witness experience.

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Estate Planning Expert 424949 NJ

Expertise Description

I have more than 25 years experience in the field of Tax, Business and Estate Planning, and Estate litigation. I have experience in taxation, estate planning, estate administration, estate litigation, asset protection, reorganization, corporations, trusts, civil and criminal tax litigation, tax court, and commercial litigation. I have over 10 years expert witness experience with consultations, and deposition, and courtroom testimony.

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Taxation Expert 422990 NJ

Expertise Description

I have over 20 years experience in the field of Taxation and Business Law. My expertise includes taxation, trusts, estate planning law, corporate taxation, individual taxation, tax audit penalties, international taxation, transfer taxation, tax compliance, and International Revenue Code. I have more than 5 years expert witness experience.

Real Estate Law Expert 425203 NY

Expertise Description

I have more than 35 years experience in the field of Trusts and Estate Law and related Taxation. I am highly knowledgeable in estate planning, federal estate and gift taxation, federal income taxation, future interests, property, trusts and estates, and the wealth transmission process. My publications involve marital deduction, revocable trusts, execution and revocation of wills, life estates and remainders, charitable dispositions, rights of surviving spouse, and will-drafting and planning considerations. I have over 10 years expert witness experience.

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Personal Property Appraisal 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.

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