Trusts Expert Witnesses in Maine
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Securities & FINRA Expert Witness
This highly qualified expert is a licensed FINRA arbitrator with years of experience in trusts, treasuries and financial planning. He received his BS degree from Florida Southern College and completed his training in securities at FINRA, Wharton and the New York Institute of Finance. He is a former branch manager at Merrill Lynch and the former manager of the New York City District Professional Resource Center, which is comprised of over 40 specialists serving 700+ brokers and clients. He has reviewed 1000+ daily trade blotters and has been involved in dozens of employment situations.
Resident Manager & Broker, Merrill Lynch
Bachelor of Science (BS), Florida Southern College
Manchester |
Maine
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FAQs for Trusts Expert Witnesses
What is the role of a trust expert witness in legal proceedings?
A trust expert witness provides specialized knowledge on trust laws, regulations, and practices. They can offer insights on trust management, fiduciary duties, and breach of trust issues.
What types of cases might require a trust expert witness?
Cases involving estate planning, wealth management, tax implications, disputes over inheritance or trustee misconduct often require the expertise of a trust expert witness.
Can a trust expert witness help with cases involving international trusts?
Yes, many trust expert witnesses have experience with international trusts and can provide valuable insight into cross-border transactions, foreign tax laws, and international estate planning.
Are there subspecialties within the field of trust expert witnessing?
Yes, some experts specialize in areas like charitable trusts, special needs trusts, revocable and irrevocable trusts, or business succession planning through trusts.
How can a trust expert witness assist in cases involving alleged breach of fiduciary duty?
An expert can analyze the actions of the trustee against standard practices to determine if there was a breach. They can also assess damages resulting from any misconduct.
How does Expert Institute select its Trusts expert witnesses?
Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.