Trust Administration Expert Witnesses

We’ll help you retain an industry-leading Trust Administration expert

Trust administration expert witnesses practice in a variety of fields, including estate planning, financial planning, tax law, elder law, and probate litigation. Some of the most common trust administration expert witness specialties also include fiduciary duties, trust disputes, asset distribution, beneficiary rights, and trust accounting. They can opine on the effects of improper trust management, breach of fiduciary duty, conflicts of interest, interpretation of trust documents, and tax implications related to trusts.

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Trust Administration Expert Witness

Trust Administration Expert Witness

Review Fee $275/hr
Deposition Fee $350/hr
Court Fee $350/hr

This expert has nearly 20 years of legal and trust administration experience. She gained her JD from Willamette College of Law and is licensed to practice in Wyoming. She served as an attorney at James H. Jordan PC, an attorney for Austin Law Office, and an assistant vice president and trust administrator in the investment management and trust division at ANB Bank.Currently she is an attorney focusing on probate and estate administration issues.

Attorney, An Independent Office

Juris Doctor (JD), Williamette College of Law

Cheyenne,

Wyoming

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FAQs for Trust Administration Expert Witnesses

What is the role of a Trust Administration expert witness in legal proceedings?

A Trust Administration expert witness provides insight on trust operations, fiduciary duties, and trust management. They can testify on disputes involving beneficiaries or trustees.

What types of cases might require a Trust Administration expert witness?

Cases involving breach of fiduciary duty, mismanagement of assets, interpretation of trust terms, or disputes between beneficiaries often require a Trust Administration expert.

How can a Trust Administration expert witness assist in estate planning litigation?

These experts can provide clarity on complex trust structures, evaluate trustee actions, and offer opinions on standard practices in trust administration.

Are there subspecialties within Trust Administration that an expert witness may focus on?

Yes, some experts may specialize in areas like special needs trusts, charitable trusts, revocable living trusts, or irrevocable trusts.

Why is it important to hire a Trust Administration expert with experience in my specific type of case?

An expert with specific experience can provide nuanced understanding of your case's issues, ensuring accurate and credible testimony.

How does Expert Institute select its Trust Administration expert witnesses?

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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