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....
Prior to her academic career, this expert worked as an attorney for the Internal Revenue Service for nearly 15 years. While with the IRS, she tried 50 cases before the United States Tax Court, dealing with issues including fraud, business deductions, mergers and acquisitions, TEFRA partnerships, corporate expenses, and exempt organizations. She earned her JD at DePaul University and currently teaches law at Prestigious University.
This expert was a Fulbright Professor ...
This qualified expert received his BA in business administration from Saint Michael's College and has over 35 years of experience in retail wealth management. He is a certified trust financial advisor, a FINRA arbitrator, and a chartered advisor in philanthropy. He has served as a director for prestigious companies such as JPMogran Securities, RBC Wealth Management, and UBS Financial Services with over 17 years of experience in broker dealer field leadership positions....
This expert has deep experience in wills, trusts, estates, and fiduciary administration.
This expert’s research focuses on economic and empirical analysis of trusts, estates, and fiduciary administration. His work has been published in leading scholarly journals such as the Yale Law Journal, the Stanford Law Review, the Columbia Law Review, the Journal of Law and Economics, and the Journal of Empirical Legal Studies. He is the lead coauthor of the most popular ...
This highly qualified expert has over 25 years of experience in the commercial real estate finance industry and his expertise includes real estate asset management, mortgage loan servicing, risk assessment and mitigation and relationship management. After receiving his bachelor's degree in Business Administration and Finance from Georgia State University, this expert went on to be a Contract Administrator at the Federal Asset Disposition Association. He then worked as a ...
This expert has over 30 years experience in the business, banking, finance and M&A with expertise in management, administration, and governance. He received his MBA in Financial Services from ESG UQAM in Montreal, and is a F.I.C.B. Fellow with the Institute of Canadian Bankers. He served as a compliance officer at both Laurentian Bank and ScotiaBank & Trust. He is currently an independent financial consultant....
This expert has been a property valuation and appraisal consultant since 1974. He has completed valuation and consulting assignments for federal, state and local governments and agencies, public and private companies, lending institutions, trust departments, and individuals. He is nationally recognized as an appraiser of large land tracts....
This expert began his professional career within the field of behavioral health in 1989 while working towards the obtainment of his undergraduate degree in Psychology. Since his graduation in 1991 he has worked in progressively responsible positions within mental/behavioral health, criminogenic, and substance abuse treatment modalities.
This expert has served as the Program Director and Primary Therapist for a Long Term Trauma Recovery Program, as the Program ...
This expert is a recognized authority and consultant in the hotel industry. He operates his hotel, hospitality and consulting practice specializing in operational audits and the effectiveness of hotel franchising agreements and litigation support assignments. Prior to forming his hotel consulting firm, this expert was the Product Line Manager for Hotel/Motel Operations at the International Telephone & Telegraph Co. overseeing the Sheraton Corporation of America. His ...
This case involves a bank that served as a trustee on behalf of a well-known university. The defending bank was accused of breaching its fiduciary duty to the university by allegedly failing to diversify the trust assets. The holdings of…
This case involves the trust of an elderly woman with 3 children. Following her husband’s death, the woman engaged an attorney to prepare a trust, last wills and testaments, and related estate-planning documents. There was a provision written into the trust…
This case involves a dispute over a survivors trust. A couple with no children held the trust, the main asset of which was a residential property. When the wife passed away, the husband established a survivors trust. One of the…
This case involves a trust that was established by a man in the American Midwest for his children. After the man divorced his first wife and remarried, he named his new wife as the trustee. After several years, the property…
This case involves the bankruptcy of a family trust in Utah that was comprised entirely of stock in a large company, and comprised the trust’s bankruptcy. The trust was established for the descendants of one of the founders of the…
This case involves a defendant who created a revocable trust instrument in Maryland. The defendant prepared both a restarted trust instrument as well as a separate will and testament. Based on the advice of the defendant, the decedent signed and…
This case involves a defendant who was representing the plaintiff in purchasing property for her business in Minnesota. The property was integral to the ongoing viability of the plaintiff’s business, which is legally confined to very select locations. The company…
This case takes place in Kentucky and involves a $15 million estate left by a father to his daughter. After receiving the estate, the daughter was severely injured in a car accident which left her brain damaged. For many years…
This case involves a real estate developer who purchased two multifamily rental properties. The developer married two years later and his wife began managing the properties. The wife handled all tenant issues and also handled issues about maintenance and payment…