Expert Witnesses & Forensic Consultants Directory

Estates & Trusts — Iowa

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 Iowa 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 Iowa expert witnesses may also opine more generally on matters of estate taxes, estate planning, wills and intestacy.

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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