Estate Planning

Estate planning insurance experts witnesses available for written or verbal deposition or court testimony

1. Life Insurance Claims Bad Faith & Affordable Care Act Expert Witness

Provides Opinion & Testimony In:

Life Insurance claim denials of any kind, Life Insurance Contract Policy disputes of any kind, Bad Faith issues Life Insurance Policies, Negligence issues Life Insurance Policies, Breach of Contract issues Life Insurance Policies, Agent, Broker Producer Fiduciary Responsibilities regarding Life Insurance Policies, Unfair Claim Settlement Practices, Unfair Trade Practices, Claim Procedure issues Life Insurance Policies, Guardianship Conservator issues Life insurance Policies, Estate Trust issues Life Insurance Policies, Beneficiary disputes Beneficiary issues Life Insurance Policies, Waiver of Premium issues Life Insurance, Viatical Settlement issues Life Insurance, Policy Lapse Policy Cancellation issues involving Life Insurance, Coverage disputes involving Life Insurance, Investor/Stranger/Third Party Owned Life Insurance transactions, Individual Long Term Disability Claim Denials , Individual Disability Policy disputes, Cancer/Critical Illness Policy disputes Claim Denials, , Proper Sales Practices, Underwriting Guidelines, Sales Practice Administrative matters, Life Claims Procedure, Claims of any type, Life Underwriting Process, Life Claims, Claim Decision process, Accidental Death Claims, Investor Owned Life, Insurance matters, Accidental Death benefits, Life Policy Rescissions, Policyholder Rights, Health Policy Rescissions, Policy owner Rights Responsibilities, Employer Sponsored benefits, Stranger owned Life Insurance, Investor Owned Life Insurance, Billing Coding, Medical Billing Review, Medicare, Medicaid, Accident Health Policy claims issues, Obama Care, ACA Affordable Care Act. Calculation of Subsidies, Undocumented workers, Temporary workers, illegal alien insurance exchanges

2. Financial Estate Planning Retirement Expert Witness

Provides Opinion & Testimony In:

419 Welfare Benefit Plan, 412 Welfare Benefit Plan, 412i Welfare Benefit Plan, 419e 419Af6, Abusive Tax Shelters, Captive Insurance, Section 79 Plan, IRS Audits, Abusive Insurance Plans, Retirement Plans, IRS Fines, 6707A Penalties, 8886 or 8918 IRS Compliance, Abusive Retirement Plans, Listed Transactions, Life Insurance, 6707A, Tax Shelter, Tax Shelter Defense, 419 Plan Help, IRS Penalty Abatement, Tax Court, IRS Problem Solvers, IRS Penalties, Tax Offer In Compromise Help, IRS Help, 412i Plan, 412 Plan, 412i Retirement Plan, Tax Resolution, IRS Tax Lawyer, Federal Tax Fraud Penalties, Tax Settlement, Tax Problem Help, Cash Balance Plans, Insurance, Investments, Life Insurance,

3. Private Fiduciary Trust Estate Administration Expert Witness

Provides Opinion & Testimony In:

Administration of Estates, Trusts, Accounting, Taxation,Trust, Trustee, Fiduciary, Personal Representative, Executor, Trust beneficiary, Fiduciary Standard of Care, Uniform Prudent Investor Act, Uniform Principal Income Act, Trust Administration, Estate Administration, Fiduciary Liability, Bank Trust Department, Fiduciary Conflict of Interest, Estate Plan, Corporate Trust, Family Businesses

4. Legal Malpractice Probate Estate Planning Expert Witness

Provides Opinion & Testimony In:

Probate Estate Planning, Accounting of Trusts, Accounting of Estates, Estates, Administration of Estates, Administration of Trusts, Advance Health Care Directives, Ancillary Estates, Ancillary Administration, Amendment Trust, Ancillary Proceedings, Appointment Power, Beneficiaries, Beneficiary, Co Beneficiaries, Codicils, Co Trustees, Complete Restatement of Trust, Declaration of Trust, Fiduciaries, Heirs, ILIT, Irrevocable Trusts, Irrevocable Life Insurance Trusts, Limited Power of Appointment, Limited Power of Attorney, Power of Appointment, Power of Attorney, Powers of Attorney for Health Care, Powers of Attorney for Managing Assets Finances, Private Professional Fiduciaries, Probate, Probate Proceedings, Prudent Investor Rule of UPIA, Prudent Person Rule, Removal of Trustees, Restatement of Trust, Trust Administration, Trust Agreement, Trust Amendment, Trust Declaration, Trustees, Trusts, Uniform Prudent Investor Act, UPIA, Will Contest, Will Dispute, Wills,

5. Life Insurance Variable Annuities Disability Income Expert Witness

Provides Opinion & Testimony In:

Life Insurance, variable life insurance, variable universal life insurance, universal life insurance, traditional life insurance, VL, UVL, UL, quick pay premiums, whole life insurance, paid up life insurance, 4 pay premiums, EIA, FIA, equity indexed annuities, fixed index annuities, fixed rate annuity, Variable Annuities, VA, bad faith, false advertising, sales materials, sales illustrations, ledger sheets, field underwriting, twisting, churning, unsuitable products, unsuitable recommendations, inappropriate products, replacement, 1035 Exchange, Waiver of Premium, Flexible Premium Adjustable Life, Disability Income, cash value, dividends, illustration projections, policy loan, permanent insurance, term insurance, temporary insurance, annuitization, surrender charges, policy loan, cash withdrawal, Accidental Death, Disability Waiver Benefit, Annuity, MIB, quick pay, Financial Needs Analysis, estate planning, business continuation planning, buy sell agreements, beneficiary, damage calculations, profit & loss calculations, internal rate of return, return on investment, cap, interest disintermediation, participation rate, federal income taxes, incontestability, disability, future value, present value, immediate annuity, deferred annuity, tax deferred annuity, annuitant, investment, sub accounts, mutual funds, market value adjustment, contract value, guaranteed minimum cash surrender value, dividends, flexible premium deferred annuity, accumulated interest, 10 year certain life, proceeds, life annuity, life annuity with 10 year certain, installment refund life annuity, joint last survivor annuity, fixed period annuity, mortality tables, morbidity tables, interest rate cap, indexing method, point to point, required minimum distribution,

6. Intellectual Property Valuation Expert Witness

Provides Opinion & Testimony In:

Intellectial Property Valuation, valuations, finance, strategy, Merger Acquisitions, M&A, capital investment analyses, joint venture, strategic alliances,Valuation Analyst, Express Valuation, Market Compass, Valuation Review, Valuation Analysis,Estate planning, IRS Liability, Retirement funding estimates, Buy sell agreements, Buy sell insurance, Marital Dissolution, Partnership Dissolution, Corporate Dissolutions, Annual valuation of stock options, Exit planning strategy, Value maximizing strategy, Owner buy in, Owner buy out, Intellectual Property, SBA Bank loan, SBA conventional loan, due diligence, Fairness Opinions, Solvency Opinions, Negotiations business sale, business sale due diligence purchase,

7. Registered Financial Consultant Expert Witness

Provides Opinion & Testimony In:

Financial Consultant, Registered Financial Consultant, Life Insurance, Life Insurance Planning, Securities Investment Principles Law, Estate Planning, Financial Planning, Annuity, Retirement Planning, Nonqualified Deferred Compensation, 401k, 401k, Structured Settlements

Why CCC?

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Expansive Network of Over 30,000 Experts

100’s of categories of highly-qualified medical and technical experts in just about every state, for just about any type of case.

We’re Trusted in Over 10,000 Legal Cases

Since 1995 we’ve worked with 1,000’s of medical malpractice, personal injury and government cases in every state and region.

We’re Fast – Search for Free

We respond in less than 1 hour. We’ll search for you or search CV’s on our site by keyword, category, state or region – both are free!

 

Quickly Find The Right Expert In 3 Easy Steps

You request an expert or search our site for free.
We schedule a free conference call with the expert.
You decide the right expert for your case.

We respond in as little as 1 hour

Free Expert Witness Search and Recruiting

You’ll pay nothing to have us do the hunting for the perfect expert witness for you. If, for any reason we don’t have the perfect expert in our network, as always, we’ll do the recruiting for free. Since 1995, we continue to expand our network.