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Pensions

Pension Planning Expert Witnesses who may provide expert witness testimony regarding estates, trusts, wills, asset management, and retirement. Pension Planning Expert Witnesses may be found by clicking on the following links. Experts may consult on probate issues, estate taxes, intestacy, living trusts, and charitable trusts. These experts may provide reports pension investments, securities, futures tax matters, Internal Revenue Service audits, reportable transactions, and economic damages. Expert witnesses found through this page may also testify regarding fiduciary responsibilities, life insurance, and tax shelter, among other topics.

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