Expert Witnesses & Forensic Consultants Directory
Estates & Trusts
Expert witnesses in matters of estates and trusts, profiled in this directory, may consult on estates, trusts, gifts and other generation-skipping tax instruments, as well as other wealth management instruments used for passing assets to beneficiaries. These estate and trust expert witnesses may also consult on tax issues arising from the valuation of those assets, including valuations of closely-held family entities and illiquid family assets. These professionals may provide expert witness opinions as to the validity of various estate planning techniques, and they may testify in matters of estate and gift tax return reporting positions. These experts may also provide written reports in matters of living trusts and testamentary trusts, as well as charitable trusts, credit shelter trusts, family trusts, dynasty trusts and other irrevocable trust devices. They may also consult on matters of trust administration of accountings, beneficiary claims, trustee duties and acts, as well as conservatorship and financial elder abuse issues. These estate and trust expert witnesses may also opine more generally on matters of estate taxes, estate planning, wills and intestacy.- United States
- All25
- Alabama1
- Alaska2
- Arizona3
- Arkansas2
- California10
- Colorado3
- Connecticut2
- Delaware1
- District of Columbia3
- Florida3
- Georgia2
- Hawaii1
- Idaho2
- Illinois5
- Indiana1
- Iowa1
- Kansas1
- Kentucky1
- Louisiana1
- Maine1
- Maryland1
- Massachusetts4
- Michigan2
- Minnesota1
- Mississippi1
- Missouri2
- Montana2
- Nebraska1
- Nevada3
- New Hampshire1
- New Jersey3
- New Mexico2
- New York7
- North Carolina2
- North Dakota1
- Ohio3
- Oklahoma1
- Oregon2
- Pennsylvania2
- Rhode Island1
- South Carolina2
- South Dakota1
- Tennessee3
- Texas2
- Utah2
- Vermont1
- Virginia2
- Washington2
- West Virginia2
- Wisconsin1
- Wyoming2
About 25 results (0.11 seconds)
David Shapiro, AAA: Fine Art Appraiser + Advisor
David Shapiro is a New York-based USPAP-compliant fine art appraiser and advisor in private practice. A Certified Member of the Appraisers Association of America with a designated specialty in Postwar and Contemporary Art and extensive experience valuing
Brooklyn, NY
Kelly + Partners Advisory Services
Forensic expert and consultant in accounting and financial advisory services, provides business valuations, financial due diligence, fraud investigations, etc. Experienced expert witness in a breadth of industries. Adj. Professor, Woodbury University.
Woodland Hills, CA
BTI Appraisal
BTI Appraisal is a full service appraisal company assisting clients since 1974. We appraise all types of real estate, machinery, personal property and businesses for attorneys, corporations, insurance companies, governments & individuals.
Glendale, CA
Damages/Valuation/Forensic expert
Our esteemed CPA expert witness, Bob Bates is a Esq., CFE, CVA and CFO who has worked with lawyers on over 150 cases in many states. He provides support for clients in litigation, or pre-litigation, as well as providing reports or analysis.
Fremont, CA
Brad S. Kanter, CPA/CGMA/CFF, CFE, CFI, CVA/MAFF, EA, FCPA, MAC - FAZ Forensics
Broad based financial forensic services that recognize investigating and examining people and money are both an art and a science in any forensic accounting investigation. The application of behavioral credibility analysis delivers on this methodology.
Oldsmar, FL
Arrowfish Consulting | Economic Damages & Business Valuation Experts
Our national team places over 200 combined years of experience and 19 advanced degrees & credentials at your disposal. Collectively our forensic accountants, forensic economists & consultants have prepared 1,000+ damages and valuation calculations
Salt Lake City, UT
Real Estate and Business Appraisal Expert — Steven J. Decker, MAI, ASA-BV
Real estate and fractional interest (FLP and LLC) valuation expert witness, experienced in residential and commercial property appraisals, construction defects, easements, title defects, toxic contamination, estate tax reports.
Culver City, CA
Areas of Expertise:
Real Estate Valuation; Real Estate Appraisal
Tel: (310) 645-9691
Limited public information. For more, contact us.
BJ Hawkins PhD CLPF, One Source Fiduciary Solutions
Testifying & Consulting in the areas of Breach of Fiduciary Duty; Business, Family-owned Business & Partnership Disputes; Conservator & Trustee Malfeasance; Elder Abuse; Beneficiary Disputes; Corporate Governance-Officer & Director Fiducia
Marina Del Rey, CA
Warren Hoppke, SRPA, SRA, ASA AppraiserValues, LLC
Real estate appraisal and expert witness services covering Southern California. Divorce, bankruptcy, diminution in value construction defects, insurance fire & flood damage, landslide, foundation issues, IRS compliant appraisals gift & estate tax,
Newport Beach, CA
Steven J. Geller, MAI, JD, Esq.
Provides real estate appraisals as an expert witness, in forensic appraisals, standard of care, diminution in value, in issues of divorce, estate, tax, condemnation, bankruptcy, environmental damages, rental arbitration, easements, and related matters.
Walnut Creek, CA
Areas of Expertise:
Real Estate Valuation; Real Estate Appraisal
Tel: (925) 467-0902
Limited public information. For more, contact us.
Howard M. Steiermann — Real Estate Valuation Expert
Real Estate valuation expert, 37 years, in matters of property/assessment tax, estate tax, marital and partnership dissolution, mortgage and lending appraisals. Experienced expert witness. Practice limited to City/County of San Francisco. Harvard MBA
San Francisco, CA
Claudia Worthington Hess — Hess Art Advisory
Certified Appraiser, 30+ yr experience, art historian, MBA, USPAP compliant, specialities include art from the modern and contemporary periods (1900-present), experienced in damage and loss, estates, tax, blockage discount, bankruptcy, appraisal review.
Walnut Creek, CA
Areas of Expertise:
Personal Property Appraisal
Tel: (415) 580-2781
Limited public information. For more, contact us.
Brady L. Dreasher, ISA CAPP, CAGA, GPPA, CES, WSET
Personal property appraisal of fine art, antiques, collectibles, decorative arts and residential contents, in non-cash charitable donations, insurance replacement cost, gift, divorce and family equitable distribution, diminution of value, and estate tax.
Denver, CO
H. Edward Morris, Jr. ASA, CBA, CPA/ABV — Clifton Gunderson LLP
Business Appraiser and Transfer Pricing Specialist provides valuations of business enterprises, equities and intangible assets for gift and estate tax purposes, marital dissolution, acquisitions and divestitures, with a broad range of experience.
Oak Brook, IL
Areas of Expertise:
Accounting & Auditing
Tel: (630) 954-8151
Limited public information. For more, contact us.
Nancy A. Geary, CPA — ECS Financial Services, Inc.
Experienced expert witness specializing in financial statement compilations, reviews and audits, financial projections, tax preparation, accounting and portfolio management services for equipment lessors and brokers, and personal/corporate tax planning.
Northbrook, IL
Real Estate Valuation Expert, Arbitration and Advisory
I serve as an expert witness and arbitrator in numerous high profile cases involving commercial real estate throughout the United States and Latin America. I have over 30 years of experience in the industry.
Chicago, IL
Brad Smith CPA, ABV, CVA
Certified Public Accountant and Valuation Analyst, holds Series 7 and 66 securities licenses, with specific expertise in taxation issues, experienced in financial planning, income and estate tax planning, IRS representation.
Thompson Station, TN
Areas of Expertise:
Accounting & Auditing
Tel: (615) 794-8881
Limited public information. For more, contact us.
James I. Corcoran, JD, AAA, ASA, CFE Corcoran Appraisal Group International
Personal property appraiser and fraud examiner, 40 +years. Specialties: fine art, antiques, books, archives, collectibles for insurance, charitable donation, federal estate tax, property division, loss/damage claims. Expert witness. IRS Qualified.
Cleveland, OH
Areas of Expertise:
Personal Property Appraisal
Tel: 2164963665
Limited public information. For more, contact us.
John Rodgers & Associates
Trust Estate and Investment Management fiduciary litigation consulting and expert witness services for both plintiff beneficiaries and defendant trustees in state and federal courts. Have worked with over100 law firms in 22 states over the past 10 years.
Charlotte, NC
Doreen Campbell
Real Estate Appraiser, 34 yr, former Appraiser Special Magistrate, provides appraisals, expert opinions and testimony in cases of bankruptcy, divorce, estate, taxes, mortgage fraud, foreclosure, loss mitigation. Expertise in landscape appraisals as well.
Davie, FL
Charles Mathes — Art Appraiser
Art appraiser, specialized in Modern Art, 25+ yr experience appraising for insurance, estate tax, charitable contributions, damage and loss, and equitable distribution. Expertise includes ceramics, prints, tapestries, paintings, lithographs, etchings
New York, NY
Areas of Expertise:
Art Appraisal
Tel: (646) 209-9127
Limited public information. For more, contact us.
Richard E. Dudley, AAA
Certified Personal Property Appraiser, certification recognized by the IRS, with expertise in appraisals for Insurance, estate tax, IRS, incl. american furniture and decorative arts, antique and modern silver, historic documents, american paintings,
Albany, NY
Areas of Expertise:
Personal Property Appraisal
Tel: (518) 436-8100
Limited public information. For more, contact us.
Deborah G. Spanierman, AAA — DGS Fine Art Consultants, Inc.
Fine art appraiser, specializing in 19th, 20th and 21st Century American and European art, prepares USPAP-compliant appraisals for insurance schedules, damage/loss claim, estate tax, non-cash charitable donation, marriage dissolution, business dissolution
Pleasantville, NY
Areas of Expertise:
Art Appraisal
Tel: (917) 744-7752
Limited public information. For more, contact us.
Ellen J. Epstein — AARC Group
Appraiser of fine and decorative arts for over 35 years, USPAP compliant, provides appraisals for insurance, estate tax, equitable distribution, damage and loss purposes.
Katonah, NY
Areas of Expertise:
Personal Property Appraisal
Tel: (914) 232-0102
Limited public information. For more, contact us.
David E. Consigli, CPA, ABV — Richardson & Company, P.C.
Certified Public Accountant and Valuation Analyst, experienced in audit and tax matters in small to medium sized firms, provides expert witness services in matters including marital dissolution, shareholder disputes, estate tax planning, mergers,
Medway, MA
Areas of Expertise:
Accounting & Auditing
Tel: (774) 512-4005
Limited public information. For more, contact us.