Expert Witness

Quite often the outcome of trust, estate and investment management litigation will be impacted by the effectiveness of the expert witness. A compelling expert witness report, admitted as evidence, along with the expert’s trial testimony, can greatly effect the education of the trier of fact.

John Rodgers has appeared in Federal and state courts as an expert witness for both plaintiff trust beneficiaries and trustee defendants. Read about past testimony, depositions & reports here.

In addition to Mr. Rodgers’ legal background and various FINRA (formerly NASD) securities licenses, he has had several years of experience in actually administering trusts for bank trust departments as well as managing trust departments, including dealing with both internal and external regulatory compliance issues effecting trusts and estates…

Expert Witness Services

Beginning with the establishment of an event time line, and a thorough review of the legal points raised in the complaint and answer, an expert report may be prepared for introduction as evidence. Our services also include:

  • 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

Areas of Expertise

  • 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