John Rodgers & Associates was founded in 2005 by principal John Rodgers to provide fiduciary litigation consulting and expert witness services to beneficiaries and trustees across the country.
John A. Rodgers, III
Mr. Rodgers is a graduate of Cornell University, Ithaca, New York (B.A.) and the University of Virginia School of Law, Charlottesville, Virginia (LLB), and has completed the American Bankers Association Trust School at Northwestern University, Evanston, Illinois. Currently he is a member of the Illinois Bar and the North Carolina Bar Association Estate Planning and Fiduciary Law Section. He has been a member of the Estate Planning Council in Chicago, Miami, New Orleans and Charlotte, North Carolina. He completed the trust training program at Continental Illinois Bank and Trust Company of Chicago (now part of Bank of America), attaining the title of Vice President. Subsequently he worked in trust departments of banks in Florida including Flagship National Bank – later SunTrust Banks – and United States Trust Company of New York. In Louisiana he was Senior Vice President and Manager of the Trust Division of First National Bank of Commerce – later Bank One – for six years. Recently he served as Chief Executive Officer, Trust Counsel and a Director of a privately held trust company.
In addition to traditional trust banking experience, he also has a strong investment management background having been President of Shearson Lehman Hutton Trust Company in Wilmington, Delaware, and Director of Trust Services for Prudential Securities and Interstate/Johnson Lane – later Wachovia Securities. As Senior Vice President of American Guaranty & Trust Company, in Wilmington, Delaware, he was instrumental in developing and implementing a personal trust program for Paine Webber – now UBS.
Mr. Rodgers was an Adjunct Professor at Cannon Financial Institute working closely with the Eaton Vance U.S. Gift Trust. Currently he holds the following securities licenses from the National Association of Securities Dealers (FINRA): Series Seven (General Securities License), Series Twenty Four (Registered Principal – qualify as an Office of Supervisory Jurisdiction), and Series Sixty Three.
Mr. Rodgers is an expert by virtue of his background and education in the area of trust investment management and trust administration. In addition, Mr. Rodgers has been accepted in open court as an Expert Witness, has had his Expert Report accepted in to evidence, and has experienced examination and cross examination.
He has advised both income and remainder beneficiaries as plaintiffs, as well as major banking institution trustees acting as defendants. As an expert witness, Mr. Rodgers has been deposed on several occasions.
Attorney references available on request.