Expert Witnesses & Forensic Consultants Directory
Areas of Expertise: Actuary; Pensions; Wrongful Termination; Lost Profits Damages; Lost Profits Analysis; Annuities; Economic Damages; Statistics
Regions Served: California; United States.
No. of cases deposed in or testified, in last 4 years: 50
Years in Practice/of Experience: 40
Consulting Actuary, Fellow Society of Actuaries (FSA) and Enrolled Actuary (EA) with the Joint Board for Enrollment of Actuaries, with 27+ years of experience as the owner of an actuarial firm.
Provides specialized expert witness and advisory services to attorneys, litigators, mediators, and their clients in matters of:
- Retirement Plans; all types of issues under the requirements of ERISA, IRS, DOL, PBGC and auditor standards, including non-qualified, union, non-profit, and public plans
- Family Law: marital dissolution calculations and QDROs under the requirements of Actuarial Standards Board ASOP 34
- Estate Planning and Taxation: Life estate and Remainder trust calculations under the actuarial table requirements of IRS regulation 25.2512-5 and Publication 1457
- Personal injury, Loss of Income, Disability, Death: Life expectancy projections using actuarial tables. Present value calculations working with forensic accounting and consulting firms
- Insurance and Annuity Arrangements: review contracts
- Class Action Cases: Support for Litigators and Mediators
- Research: On technical issues and client questions
- Government Audits on Pension and 401k Plans
Contact
Testimonials & Comments
Post Comment