Site Map - Trust Administration Expert Witness
- John Rodgers & Associates: John Rodgers & Associates is uniquely qualified to assess fiduciary matters from both sides of a case as well as current income beneficiaries, remainder beneficiaries, or individual or bank trustees.
- Pre-litigation case evaluation
- Litigation support for evaluation after litigation is commenced including working with counsel as to legal arguments, interrogatories, depositions, discovery, pre-trial preparation, and advice during trial
- Serving as expert witness during trial
- Estate planning
- Probate Estates
- Transfer of Assets at Death Without Probate or Living Trust
- Trusts
- Living Trusts
- Irrevocable Trusts
- Testamentary Trusts
- Charitable Remainder Trusts
- Conservatorships
- Guardianships
- Taxation
- Estate Taxes
- Gift Taxes
- Estate & Trust Fiduciary Taxes
- Individual Retirement Account
- Banking Operations & Administration
- Profile:
- John A. Rodgers, III
- For a complete Resume on Mr. Rodgers, click here.
- Cases:
- Represented plaintiff current income beneficiary versus large state bank trustee defendant
- Represented plaintiff remainder beneficiaries versus large state bank trustee defendant
- Represented current income and remainder beneficiaries versus a large national bank trustee defendant
- Represented a large national bank defendant trustee of a split interest trust versus remainder beneficiaries as plaintiffs Y
- Represented minor beneficiary of a Uniform Gift To Minors Act account
- Trust Consulting:
- Deregulation - banks acquire brokerage firms
- Mergers - local bank now part of a multi-state holding company
- Loan spreads are thin…banks focus on non-interest income and the sale of fee based products
- Expense reduction…800 numbers and call centers - depersonalization - $1Million account minimums
- Banks stress fee income - trust fees - use proprietary in-house mutual funds in trust accounts
- Clients: Mr. Rodgers has provided
fiduciary litigation consulting and expert witness services, including an Expert
Summary of Findings introduced as evidence, for the following law firms and
their clients:
- Testimony, Depositions & Expert Reports
- Contact: Call Toll free: 800-300-9420, Ext. 00
Services provided:
Areas of expertise: