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Estate Planning Insurance Experts For Attorneys in Litigation Matters to Testify

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

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Insurance Expert Witnesses for Attorneys in Litigation
Search results for: Estate Planning

12 results found containing all search terms.
State: NY
Region: Eastern, Northeast, Eastern
Country: US

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,
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Click to view this experts CV View CV for Financial Estate Planning Retirement Expert Witness No.3306Click to request this expert Request This Financial Estate Planning Retirement Expert Witness No.3306
State: CA
Region: Pacific, Southwest, Western
Country: US

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,
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Click to view this experts CV View CV for Probate Estate Planning Expert Witness No.2537Click to request this expert Request This Probate Estate Planning Expert Witness No.2537
State: ID
Region: Mountain, Northwest, Western
Country: US

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
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Click to view this experts CV View CV for Private Fiduciary Trust Estate Administration Expert Witness No.3663Click to request this expert Request This Private Fiduciary Trust Estate Administration Expert Witness No.3663
State: TX
Region: Central, Southwest, Southern, Western
Country: US

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
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Click to view this experts CV View CV for Registered Financial Consultant Expert Witness No.2093Click to request this expert Request This Registered Financial Consultant Expert Witness No.2093
State: TX
Region: Central, Southwest, Southern, Western
Country: US

Provides Opinion & Testimony In:
Escrow, Escrow Agent, escrow agent standards of care, Title Insurance, Title insurance claims, title insurance standards of care, title opinions, title search, title abstract, abstract of title, Real Estate Closings, fee attorney, fee attorney standards of care, approved attorney, approved attorney standards of care, closing, settlement, real estate settlement
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Click to view this experts CV View CV for Real Estate Title Insurance Expert Witness No.2768Click to request this expert Request This Real Estate Title Insurance Expert Witness No.2768
State: PA
Region: Eastern, Northeast, Eastern
Country: US

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, Accid...
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Click to view this experts CV View CV for Life Insurance Claims Bad Faith & Affordable Care Act  Expert Witness No.3560Click to request this expert Request This Life Insurance Claims Bad Faith & Affordable Care Act  Expert Witness No.3560
State: CA
Region: Pacific, Southwest, Western
Country: US

Provides Opinion & Testimony In:
Accounting, Finance, Lost Profits, Auditing, Financial Modeling, Mortgage Banking, Banking, Forecasting, Negligence, Business Interruption, Forensic Accounting, Performa Projections, Certified Public Accountant CPA, Fraud Detection, Personal Injury, Civil Litigation, Healthcare Insurance, Property Management, Community Associations, Insurance, Real Estate Development, Community Development, Intangible Assets, Real Estate, Partnership LLC, Community Property, Intellectual Property, Reserves, Compensation Plans, Investigative Accounting, Residential Real Estate, Damage Calculations, Investments, Savings Loans, Divorce, Lending, Trade Secret Misappropriation, Divorce Estate Auditor, Litigation Support, Trademarks, Due Diligence, Loans, Wrongful Termination, Economic Damages, Loss Reserves, Family Law, Loss of Earnings,Forensic Accountant for Civil Litigation, Family Law Bankruptcy
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Click to view this experts CV View CV for Forensic Accountant Bankruptcy Expert Witness No.3722Click to request this expert Request This Forensic Accountant Bankruptcy Expert Witness No.3722
State: CA
Region: Pacific, Southwest, Western
Country: US

Provides Opinion & Testimony In:
Securities, Common Stocks, Bonds, IPOS, Mutual Funds, Limited Partnerships, REITS, Private Stock Offerings Scorecards Analysis Damage Calculations Unsuitability, Breach Fiduciary Duty, Supervision, Overreaching, Churning, Stock Manipulation, RIA Activities
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Click to view this experts CV View CV for Securities Financial Education Expert Witness No.827Click to request this expert Request This Securities Financial Education Expert Witness No.827
State: FL
Region: Eastern, Southeast, Southern, Eastern
Country: US

Provides Opinion & Testimony In:
forensic accountant, white collar crime, commercial litigation, money laundering, securities fraud, insurance fraud, telemarketing fraud, embezzlement, kickbacks, bribery, insider trading, investment fraud, credit card fraud, health care fraud, RICO, racketeering, tax evasion, antitrust violations, banking fraud, identity theft, public corruption,
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Click to view this experts CV View CV for Forensic Accountant White Collar Crime Expert Witness No.2965Click to request this expert Request This Forensic Accountant White Collar Crime Expert Witness No.2965
State: FL
Region: Eastern, Southeast, Southern, Eastern
Country: US

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 ...
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Click to view this experts CV View CV for Life Insurance Variable Annuities Disability Income Expert Witness No.930Click to request this expert Request This Life Insurance Variable Annuities Disability Income Expert Witness No.930
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