Daniel M. Reser, JD, CCTS
— Fiduciary Services, Inc.

Can address corporate trust issues dealing with administration of debt and equity securities.  Municipal bonds, corporate bonds and debentures, securitizations, project finance, structured finance as well as asset backed securities.  Can testify as to the duties and responsibilities of indenture trustee, paying agent, registrar, servicing agent, owner trustee, escrow agent, etc. for normal and default administration.

Can also address administration of retirement plan issues and the duties and responsibilities of trustee or independent fiduciary under ERISA and accepted practice.  Knowledge of ESOPs (Employee Stock Ownership Plans), 401(k), Defined Benefit and other types of plans.  Can address prohibited transaction and fiduciary responsibility.