We’ll help you retain an industry-leading Trusts expert
Average Trusts Expert Witnesses Court Fees
Review Fee
Deposition Fee
Court Fee
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 of Law for the 2007-2008 academic year in Beijing, China and a Fulbright Distinguished Chair Professor of Law in Shanghai, China for the 2014-2015 academic year.
Professor of Law, A Pacific Northwestern University
Juris Doctor (JD), DePaul University
Spokane,
Washington
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
Find Trusts Expert Witnesses In:
What Can a Trusts Expert Witness Opine On?
Drafting Trust Documents
Creating legal documents for trust establishment.
Funding a Trust
Transferring assets into the trust.
Trust Administration
Managing trust assets and distributions.
Trust Modification
Changing terms or beneficiaries of the trust.
Trust Termination
Dissolving a trust and distributing assets.
Tax Planning for Trusts
Arranging tax strategies for trusts.
FAQs for Trusts Expert Witnesses
What is a trusts expert witness?
A trusts expert witness is a legal or financial professional who explains trust law and administration in disputes. They assist by reviewing trust documents, giving opinions, and testifying to clarify complex trust issues.
What types of cases may benefit from the testimony of a trust expert witness?
A trust expert witness supports cases involving trust formation, administration, breach of fiduciary duty, trustee misconduct, trust disputes, asset protection, and estate planning litigation.
How can a trusts expert witness strengthen breach of fiduciary duty claims?
A trusts expert witness strengthens breach of fiduciary duty claims by explaining trust standards, identifying deviations, and linking the trustee’s misconduct to beneficiary losses.
What qualifications should counsel require from a trusts expert witness?
Counsel should require a trusts expert witness to have advanced trust law training, substantial case experience, professional credentials, and a proven record of clear testimony.
How does a trusts expert witness evaluate trustee compliance with governing instruments?
A trusts expert witness evaluates trustee compliance by comparing trustee actions to the trust’s governing instruments, fiduciary duties, legal standards, and documented decision-making.
What is Expert Institute’s process for selecting trusts expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.