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
- Bad faith
Since estate planning requires the organization of finances, expert witnesses used in estate planning case might be licensed or certified as the following:
- Real estate appraisers
- Financial advisors
- Other related disciplines
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.
In the event you are unable to locate a suitable Estate Planning Expert Witness for your case, ForensisGroup is a full-service Expert Witness Referral Company. We can connect you with the best and right Estate Planning Expert so you can focus on your case preparation and trial.
Trusted by more than 20,000 clients and serving 30,000 cases nationwide, our commitment to knowing each expert and what makes them perfect for your case will save you and your clients time and money while providing peace of mind.