35 Fiduciary Standards Expert Witnesses Found

Real Estate, Property Management - Property management issues related to management operations, leasing, Landlord/Tenant, screening activities, slip & falls, property inspection & maintenance, security & fiduciary duties, standards of care, Residential, Commercial, Associations

Laura Cantrell, Principal of Cantrell Real Estate Associates, LLC, is a Certified Property Manager (CPM®) with the Institute of Real Estate Management (IREM®) and has had over 35+ years of extensive involvement in the management, leasing, and sales of Residential, Commercial, and Association Management. Laura is a past Regional Vice President, and Student Advisory Committee member of the Institute of Real Estate Management (IREM®), and a University of Alaska Real Estate program advisory Board member since 2013. Cantrell Real Estate Associates LLC offers Expert Witness services since 2018. Laura is a Licensed Real Estate Broker in the State of Alaska and a member of the Community Association Institute (CAI), Building Owners & Managers Association (BOMA), Snow and Ice Management Association (SIMA), and National Apartment Association (NAA). Through professionalism and dedication, Laura maintains several of the company's same clients for more than 35+ years. In recognition of outstanding...

Real Estate, Fraud - Real Estate Funds, Syndicated Real Estate Investments, Land, Due Diligence, Fiduciary Duty, Standards of Care, Real Estate Fund Management, Real Estate Acquisition, Real Estate Entitlements, Land Development, Land Use, Land Valuation, Management Fees, Commissions, Pre-Acquisition Diligence, Title

...Expert in fiduciary standards of care that relate to real estate managers' fiduciary duty and operating protocol when executing a real estate business plan or pooled investment scheme. Can conduct multiple financial models and sensitivity analysis showing present value and projected IRR rates of return and equity multiples that a real estate project should have delivered in the open market. Single family residential, attached residential, and multifamily Licensed attorney in 3 states (AZ, CA, NV); Licensed real estate broker (CA); Member Urban Land Institute Council: Residential Neighborhood Development Council.

Banking, Financial - Banking operations, Checking Accounts, Bank Fraud, Trusts & fiduciary, Credit underwriting, Lending (all types), Loan administration, Mortgage banking, Foreclosures, Lender liability, Securities & investments, Economics & Accounting, Damages, failed banks analysis / D&O liability.

...BANKING & LENDING AREAS OF EXPERTISE INCLUDE: Banking operations; Checking & payments policies, procedures, fraud; Credit / debit cards, deposit & ATM transactions, Funds transfer/wire transactions; Lending of all types (e.g. construction, real estate, corporate, asset-based, leasing, consumer, hard money lending); Lending policies, custom & practice; Credit underwriting/credit evaluation, administration; Problem loan management, Foreclosures, workouts / securitizations; Mortgage lending; Escrow and Title Insurance; Loan servicing; Trust services/operations; fidelity /bankers bonds; Regulatory standards & compliance (TILA, RESPA etc.; Bank/ Credit Union /S&L management, corporate governance; GAAP and Regulatory accounting, Failed bank analysis and Director & Officer Liability....

Insurance, Risk Management - Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance

...Areas of expertise include, but are not limited to; • ADR (Arbitration/Mediation) Coverage Disputes • “Bermuda Form” Interpretation • Captive Insurer Issues • Construction Wrap Ups • Coverage Interpretation • Cyber Insurance • Errors and Omissions (E&O) • Health and Medical • Insurance agent/broker conflicts, ownership of expirations • Insurance agents and brokers duties / Standard of Care • Insurance Technology • Managed Care Liability • Management Liability-Crime, Fiduciary, D&O, EPL, E&O • Management Liability Package Policy • Managing General Agencies/Underwriters • Manuscript and Bespoke Policies • Mass Torts/Asbestos, Lead and Other Environmental • Master Insurance Program/Conflicts of Interest • Mortgagee Coverage • Multi-Insurer Coverage and Concurrency Analysis • Pollution Liability • Private Equity and Portfolio Coverage • Professional Liability • Public Entity Issues, (JPA) • Railroad Protective Liability • Self-Insurance • Umbrella and Excess Liability • Underwriting • Water...

Real Estate - Personal Injury, Slip, Trip, Fall, Reconstruction-Photo/Video, Title 24 Part 2 - California Building Code, Title 24, Part 3 NFPA 70, National Electrical Code (NEC), Americans with Disabilities Act (ADA), Permits/ Construction Docs, Realtor Disclosure, Misrepresentation, Negligence, Affirmative Duty

DBI Expert Witness is a commercial real estate Consulting Firm that offers services, including workplace safety and health standards of care and OSHA compliance services. • Litigation consultation services and trial testimony • Expert consultation on public safety, building compliance and personal injury • Building Code violations and property owner negligence • California Building Standards Code (Title 24) • Application, interpretations, compliance and industry consensus standards of the OSH ACT of 1970 • Lease obligations and Landlord/Tenant default Extensive experience in asset and property management issues related to management operations, leasing, Landlord/Tenant disputes, slip & falls, property inspection and maintenance, security, fiduciary and affirmative duties, plus standards of care for commercial facilities. Dr....

Securities & Investments, Insurance - Due Diligence, Suitability, Supervision, Standards of Care, Breach of Fiduciary Duty, Variable and Fixed Index Annuities, TIC's, Non-Traded REIT'S, Broker Dealer Compliance, Portfolio Analysis,Private Placements, Elder Abuse, Damages, Misrepresentation, Material Omission and Fraud,

I am celebrating 5 decades in the securities Industry. I am both a FINRA Arbitrator and the designated securities expert witness for the CA State Bar. I am a consulting expert in litigation and arbitration having testified in 25 states involving securities, insurance and annuities. Since 1991, I have been retained over 1000 times and have testified in 365 arbitrations before NASD, FINRA, JAMS, PSE, AAA and PSE along with attending and testifying in over 100 mediations. In addition, I have qualified and testified before the L.A. Federal Court along with State Courts in L.A., Orange, Fresno and San Diego. My case track record stands at 328 wins and 37 losses. From a long-standing banking background in corporate finance to underwriting and investment banking and real estate experience, I bring a strong knowledge of modern portfolio theory through the teaching of hundreds of retirement financial planning seminars at the corporate level. It is my goal to bring a refreshing...

Real Estate, Premises Liability - Property management, broker, agent, residential, apartment, commercial, retail, hospitality, HOA, slip/trip/fall, maintenance, inspection, water intrusion, mold, premises liability, personal injury, rent control, habitability, bed bugs, roaches, balcony collapse, health & safety, & personal injury.

...Serves as a consultant or expert witness in standards of care, standards of practice, best practices, and custom and practice for real estate transactions, property management/ownership and fiduciary duty issues for all types of residential and commercial real estate – management, operations, maintenance, health & safety, habitability, mold, water intrusion, personal injury, trip & fall, premises liability, property inspection, broker or agent failure to disclose; misrepresentation; negligence/fraud & association board duties, & real estate receivership....

Real Estate, Real Estate - 44+ years in the industry .... Broker negligence, fraud, standard of care, non-disclosure, breach of contract, fiduciary duty, lease, sale, easement, partition, partnership disputes, foreclosures

...Negligence, fraud, non-disclosure, breaches of fiduciary duty & contract. I've defended, and sued, brokers, and their insurance companies. I've represented bidders, borrowers and banks in regard to foreclosures; and both sides in loan workouts. I've worked with national chains doing state-wide store rollouts, and lease renegotiations. That followed 12+/- years as a broker actively selling/leasing property (commercial and residential) - I hold a CCIM designation, earned by doing deals. That followed 7+/- years as a title insurance company Advisory Title Officer. I researched and wrote Preliminary Reports. . There isn't much in this business I haven't seen, done, or litigated. . As an attorney looking for an 'expert' witness, I needed someone that was unbiased, and knowledgeable; someone who knew all the technicalities and nuances, yet could still present the case in a way that a jury could understand. Someone who could withstand a withering cross examination....

Real Estate, Financial - SBA Loans, Hard Money Loans, Lending Customs and Practice, Title Insurance, Broker Standards of Care, Banking Operations, Lender Liability, Construction Lending, Private Money Lending, Bank Finance, Expert Reports adherent to Federal Rule 26, Collateral Review, Broker Fiduciary

Active lender with over 37 years of experience in Banking, Finance, and Real Estate Lending. Licensed with the California Bureau of Real Estate. CalBRE#01523075 Jay Hibert was in the commercial banking industry for 25 years before leaving to form his own company, a real estate lending and consulting company. Jay is licensed with the California Bureau of Real Estate and for over 10 years his company was a licensed California Finance Lender. The company provides services to banks, non-banks, and individuals in need of creative financing solutions. With now over 37 years of experience in banking and real estate, Jay's market knowledge and transactional experience has allowed him to work in a consulting and expert witness capacity for many clients over the years. Still an ACTIVE lender in the industry, Jay stays updated on current customs and practices and has transacted hundreds of real estate and non-real estate loan negotiations in times of economic growth as well as downturns in the...

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Real Estate, Fraud - Commercial Title, Commercial Escrow, Title Insurance, Underwriting, Escrow Procedures, Fiduciary Duty, Escrow Documentation, Curative Work, Due Diligence, Multi-State Customs and Practices, Escrow Operations, Standard of Care

...Specialties include the following: • Escrow and title industry standard practice • Jurisdictional closing customs and practices • Parties to an escrow and what role they play • Escrow instructions – Southern California version • Escrow instructions – Northern California version • Escrow instructions – closing instructions from third parties • Funds and escrow audits • Funds from third parties • Understanding and identifying escrow fraud events • Payoffs – institutional and private • Drafting of documents • Fiduciary duties – escrow holder • Fiduciary duties – title insurer • Improper title clearance • Standard of Care for title and escrow personnel • Interpretation of real estate documents and forms • Interpretation of covenants, conditions and restrictions (“CC&R’s”) • Title Operations In the field of title insurance, Linda Rae Paul is qualified in the review of underlying title documents, underwriting high risk transactions, review and approval of title instructions, review and approval...

Travel & Tourism - Tourism & Travel, travel advisors, tour operators, duty to warn, standard of care, personal injury, terms and conditions, airlines, hotels & resorts, travel safety, transportation, motor coach, tours, cruises, online travel, wrongful death, sexual assault, adventure travel, travel agencies

...She has worked as a front line travel advisor and wholesale tour operator, and understands travel advisor and tour operator responsibility for their work product, as it relates to travel industry standards. Diana Price served as General Manager, AAA District Office Operations, AAA Regional Travel Manager, Manager AAA Travel Agency, Supervisor AAA Group Travel Operations, and AAA Travel Advisor. As a seasoned travel professional and knowledgeable travel industry expert witness, Ms. Price has specialized training as a travel advisor (both leisure and corporate travel), tour operator, and cruise specialist. Her detail-oriented industry expertise is a by-product of having traveled worldwide, participated in numerous cruises, land tours, inspections, attended seminars, workshops and continuing education at AAA University. Diana Price has designed and customized group packages for individuals, and escorted and marketed numerous cruises....

Real Estate, Fraud - real estate agent, residential real estate, disclosures, short sales, foreclosures, MLS, listings, offers, pricing, negotiation, staging, single family homes, hard money loans, open houses, distressed properties, closings, conflicts of interest, fiduciary duty, standards of care, market evaluations

Multiple award-winning residential real estate agent. Thought-leader. Over $300M in sales. Active consulting practice mentoring and training agents. Founder and host of “All Things Real Estate” podcast. 25+ years part-time acting experience including “Beverly Hills, 90210,” “General Hospital,” and “Saved by the Bell.”

Securities & Investments, Financial - Breach of fiduciary duty, Uniform Prudent Investors Act, churning, suitability, broker/dealer standards and compliance, investment advisor, portfolio management, asset allocation, unauthorized trading, elder abuse, FINRA, financial advisor, financial planning, branch management, securities fraud

...Professional Designations: Wharton School Executive Education)-- Certified Investment Management Analyst Senior Financial Advisor Senior Branch Manager FINRA--Dispute Resolution Arbitrator Center for Fiduciary Studies--Accredited Investment Fiduciary IMCA--Certification--Fiduciary Best Practices Licenses Held: Series 7—General Securities License--1985 Series 3—National Commodities Futures License--1986 Series 63—Uniform Securities Agent--1986 Series 65—Uniform Investment Advisor--1995 Series 8—General Securities Sales Supervisor and Options Principal--1993

Real Estate, Premises Liability - Property management, brokerage, agent, apartment, commercial, HOA, slip and fall, premises liability, maintenance, standards of care, disclosure, owner and broker disclosure, personal injury, mold, bedbugs, water intrusion, health and safety, personal injury, fiduciary duty, fraud, receivership.

...Serves as an expert witness in property management, standards of care, brokerage, owner and agent disclosure, premises liability, water intrusion, mold, bedbugs, personal injury, health and safety, fiduciary duty, and most all aspects of the real estate industry.

Securities & Investments - Fiduciary duties, trusts and estates, Uniform Prudent Investor Act, trustees, trust beneficiaries, suitability, modern portfolio theory, prudent investment practices, ERISA, damage calculations, investment advisers, diversification

Professional certifications and credentials - Certified Public Accountant, attorney (inactive), Accredited Investment Fiduciary Analyst, Registered Fiduciary • Principal and Senior Investment Consultant with Innovest Portfolio Solutions LLC, an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $21 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940 (1996 to present) • Expert witness focus - Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes expert reports, damage calculations and testimony with respect to trustees of private trusts (including bank trust departments), beneficiaries of private trusts, retirement plan participants, retirement plan fiduciaries, investment advisers and individual investors •...

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Real Estate, Real Estate Appraiser - real estate valuation, specialized / complex valuations of major urban buildings, real estate diminution of value damages, environmental stigma, air rights/TDR's, hotels & resorts & timeshare valuations / allocation of tangible-intangible value, EB-5 feasibility studies, distressed asset appraisals

...I am experienced in providing transactional counseling, litigation / arbitration support & expert witness testimony, forensic appraisals and valuation advisory services, particularly on specialized or complex urban transactions, and also, in Real Estate Broker Fiduciary Duties & Standards of Care, and Appraiser Malpractice / USPAP issues. I have completed countless valuations over 45+ years’ - encompassing major Manhattan hotels and office buildings, valuations of major urban hotels, resorts and hospitality properties including timeshares, allocation of tangible and intangible [business value] assets, fractional interest appraisals, valuations and alternative use studies, valuation of ski resorts, indoor waterparks, adventure centers / entertainment venues and valuation of correctional facilities. I have performed more than 100 distressed asset valuations for the FDIC, as well as complex litigation support such as in the Chinese Drywall test case in New Orleans....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Securities & Investments, Risk Management - FINANCIAL PLANNING, SUITABILITY, BEST INTERESTS, PRUDENT MAN, FIDUCIARY BREACH, ARBITRATION, FEES, COMMISSIONS, ECONOMICS, INSURANCE, RISK OF LOSS, FINRA, ERISA, SEC/STATE LICENSING, REGULATORY INCOMPETENCE, CFP, RIA, SSRN, ChFC, CPA

...No Nonsense Finance- 2003. reprinted 2009; Financial Planning Fiduciary Standards under Dodd Frank, 2011; The Failure of Securities Arbitration, 2012; Investments/Securities Risk of Loss, 2023, online at EMoody.com. 52 years in the trenches as Financial Planner, Held 7, 24, 27, 63, 65 licenses, CFP, RIA, Real Estate Broker; B-1 General Contractor, California Life and Disability Insurance Analyst (i of 35); Have acted as arbitrator, expert witness. Current focus as Consultant. Taught CFP/Financial Planning courses for University of California, Irvine and Berkeley, University of San Francisco, et al; Real Estate Capstone course for UCI, Taught series 4, 6, 24, 27, 63, 65, etc. for Private schools. Continuing insurance education courses- Medicare, Social Security, Long Term Care, Estate planning, Contracts, etc. Had CLE courses- Planning and Insurance, accepted by California Bar, Risk of Loss course accepted for CLE by Florida Bar 2023....

Banking, Securities & Investments - Trust & Estates, Corporate Trustees, Individual Trustees, Trust Beneficiaries, Estate Executors/Personal Representatives, Estate Beneficiaries, Trustee Duty of Loyalty, Trustee Duty of Impartiality, Trustee Duty to Account Trustee Fee Litigation, Prudent Investor Rule, Trustee Duty of Prudence

Charles W Ranson provides litigation consulting services and expert witness testimony for plaintiff and defense counsel in trust and estate litigation cases alleging breach of fiduciary duty. Counsel that engages my services typically represents corporate and individual trustees, trust beneficiaries, estate personal representatives/executors, estate beneficiaries, registered investment advisors, ultra-high net worth investors, and family offices. In assisting plaintiff or defense counsel in trust and estate litigation claims of breach of fiduciary duty my liability analysis is conducted in light of state probate statutes, terms of the trust instrument, and the prevailing customs and practices in corporate fiduciary services. Each case is analyzed in light of the facts and circumstances alleged/defended in the matter and the corresponding fiduciary standard of care applied to the case allegations, facts, and circumstances. www.charleswranson.com to view a video clip of Ranson.

Real Estate, Appraisal & Valuation - 1031 Exchange, NNN, LLC/Partnership dispute, Real Estate Appraisal, Proforma Analysis, Zoning, commercial financing, landlord/tenant disputes, acquisition, standard of care, real estate valuation, REIT

...Prior expert experience includes, but is not limited to, real estate valuation, LLC Operating Agreements, breach of fiduciary duties, breach of representations and warranties, land use, construction damages, standard of care issues, brokerage relationships, landlord/tenant disputes and deceptive leasing practices. Mr. Rothbart's qualifications include: - Over 19 years of direct commercial and residential real estate experience. - Licensed Illinois attorney with focus on real estate, tax, bankruptcy and securities law. - Adjunct Professor of Law since 2007. - Participated in over $3,000,000 of commercial real estate transactions across property type and geography. - Direct experience working for publicly traded REIT’s, private equity and developers. - Formed over $200,000,000 in real estate joint ventures. - Managed over 11,000,000 SF of commercial real estate assets. - Procured over $500,000,000 in equity and debt investments....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Securities & Investments, Insurance - Ponzi Schemes, FINRA Expert Witness, FINRA Arbitration Expert Witness, Securities Expert Witness, Mutual Fund Expert Witness, FINRA Arbitrator, Fiduciary Expert Witness, Securities Compliance Expert Witness, Annuity Expert Witness, Options Expert Witness, Securities Fraud Examiner, Annuity Expert

...Robert Lawson has 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered representative, financial advisor, investment fiduciary, branch manager, securities, and options principal. He is the President and Chief Compliance Officer of Barrington Capital Management, Inc., a Registered Investment Advisory (RIA) firm he established in 1988. He also serves as the President and Managing Principal of Barrington Financial Consulting Group, Inc., a securities and insurance litigation consulting firm with experienced testifying and consulting experts. Mr. Lawson proudly serves as a FINRA and NFA Arbitrator (FINRA Chair-Qualified) and a FINRA Mediator where he presides over industry and public disputes pertaining to breach of fiduciary duties, negligence, failure to supervise, misrepresentation, breach of contract, monetary damages, and employment issues....

Real Estate - Standard of Care, Fiduciary Duties, Agency, Seller Disclosure Obligations, Buyer Due Diligence, Real Estate Contracts, Broker Supervision & Responsibilities, and N.A.R. Code of Ethics.

• Over 36 years of real estate experience. Represented clients and customers in the marketing and sales of residential properties. Developed and implemented individualized marketing strategies, negotiated contracts, and coordinated the successful closing of escrows. Recipient of numerous top producer awards. • California real estate broker since 1987. Nevada broker-salesman since 1999. • Nevada real estate education provider, author, and instructor teaching courses in pre-licensing, continuing education, and post-licensing for over 20 years. • Authored over 55 Nevada Real Estate Division-approved continuing education courses. • Presented over 3,000 live classroom Nevada real estate continuing education courses representing over 9,000 classroom hours. • Approved by the Nevada Real Estate Division to instruct pre-licensing, continuing education, and post-licensing education courses. • Approved by the State of Nevada Commission on Post-Secondary Education to instruct online...

Real Estate, Slip Trip & Fall - Realtor, Broker and Agent Standards of Care, Malpractice, Negligence, Fraud, Premises Liability.

...Rosenblum is a real estate expert on Standards of Care, fiduciary responsibility, agency representation, material defects, premises liability. The discipline of his daily work is that of an active Real Estate Broker overseeing agents and transactions. C.V. and References available upon request.

Real Estate, Real Estate Appraiser - real estate valuation, specialized / complex valuations of major urban buildings, real estate diminution of value damages, environmental stigma, air rights/TDR's, hotels & resorts & timeshare valuations / allocation of tangible-intangible value, EB-5 feasibility studies, distressed asset appraisals

...I am experienced in providing transactional counseling, litigation / arbitration support & expert witness testimony, forensic appraisals and valuation advisory services, particularly on specialized or complex urban transactions, and also, in Real Estate Broker Fiduciary Duties & Standards of Care, and Appraiser Malpractice / USPAP issues. I have completed countless valuations over 45+ years’ - encompassing major Manhattan hotels and office buildings, valuations of major urban hotels, resorts and hospitality properties including timeshares, allocation of tangible and intangible [business value] assets, fractional interest appraisals, valuations and alternative use studies, valuation of ski resorts, indoor waterparks, adventure centers / entertainment venues and valuation of correctional facilities. I have performed more than 100 distressed asset valuations for the FDIC, as well as complex litigation support such as in the Chinese Drywall test case in New Orleans....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Architecture, Construction Defects - Architectural Practice-Standard of Care, Zoning Regulations, Building Laws-Codes, Building Design/Engineering, Architectural Standards, Building/Site Planning,ADAAG Compliance, Construction Disputes/Claims, Building Exteriors/Envelopes, Reference Standards, Fire-rated Assemblies, Building Science

...Expert Reports have addressed: ■ The standard of care exercised in the practice of architecture ■ Architect as fiduciary ■ Architectural design and constructability claims ■ Construction disputes ■ Contracts for construction ■ Professional practice and what constitutes the illegal practice of architecture ■ Building and regulatory codes and standards ■ Land use and zoning....

Real Estate, Real Estate Appraiser - real estate valuation, specialized / complex valuations of major urban buildings, real estate diminution of value damages, environmental stigma, air rights/TDR's, hotels & resorts & timeshare valuations / allocation of tangible-intangible value, EB-5 feasibility studies, distressed asset appraisals

...I am experienced in providing transactional counseling, litigation / arbitration support & expert witness testimony, forensic appraisals and valuation advisory services, particularly on specialized or complex urban transactions, and also, in Real Estate Broker Fiduciary Duties & Standards of Care, and Appraiser Malpractice / USPAP issues. I have completed countless valuations over 45+ years’ - encompassing major Manhattan hotels and office buildings, valuations of major urban hotels, resorts and hospitality properties including timeshares, allocation of tangible and intangible [business value] assets, fractional interest appraisals, valuations and alternative use studies, valuation of ski resorts, indoor waterparks, adventure centers / entertainment venues and valuation of correctional facilities. I have performed more than 100 distressed asset valuations for the FDIC, as well as complex litigation support such as in the Chinese Drywall test case in New Orleans....

Insurance - Life & Health Insurance, Property Insurance, Directors & Officers, Insurance, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Coverage, Insurance Wholesale Broker/MGA Liability, Insurance Claim Disputes, Insurance Coverage Disputes, Insurance Agent/Broker Duties

Unique Professional Experience as Lawyer, and as an Insurance Broker and Insurance Brokerage Executive: * Over 30 years of combined insurance brokerage executive and senior corporate counsel experience; * Over 20 years of executive management experience with international, large regional, and financial institution owned insurance brokerages; and, * 11 years of senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world, for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, and employment matters Broad Coverage Experience: Property & Casualty; Employee Benefits/Life & Health (qualified and non-qualified); D&O/Employment Practices Liability/Fiduciary; Property/Business Interruption/Boiler & Machinery/Inland & Ocean Marine; and, Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess....

Real Estate, Real Estate Appraiser - real estate valuation, specialized / complex valuations of major urban buildings, real estate diminution of value damages, environmental stigma, air rights/TDR's, hotels & resorts & timeshare valuations / allocation of tangible-intangible value, EB-5 feasibility studies, distressed asset appraisals

...I am experienced in providing transactional counseling, litigation / arbitration support & expert witness testimony, forensic appraisals and valuation advisory services, particularly on specialized or complex urban transactions, and also, in Real Estate Broker Fiduciary Duties & Standards of Care, and Appraiser Malpractice / USPAP issues. I have completed countless valuations over 45+ years’ - encompassing major Manhattan hotels and office buildings, valuations of major urban hotels, resorts and hospitality properties including timeshares, allocation of tangible and intangible [business value] assets, fractional interest appraisals, valuations and alternative use studies, valuation of ski resorts, indoor waterparks, adventure centers / entertainment venues and valuation of correctional facilities. I have performed more than 100 distressed asset valuations for the FDIC, as well as complex litigation support such as in the Chinese Drywall test case in New Orleans....

Real Estate, Property Management - property management expert, standard of care, maintenance, inspection, CPM, landlord duty of care, property injury, residential, commercial, instructor, author, parking lot, slip, trip, fall, policies, procedures, training, IREM, BOMA, balcony, balconies, safety, operations, premises liability

An expert in real estate management, maintenance, and reasonable standards of care for commercial and residential properties, including inspection and maintenance policies and procedures, landlord premises liability, financial reporting and fiduciary duties. As an expert witness since 2015, I have been engaged on a multitude of cases involving reasonable standards of care for landlords and property managers, fiduciary duties and related topics for commercial and residential properties by attorneys representing both plaintiffs and defendants. My area of focus pertains to a landlord’s/property manager’s duty to perform regular, documented property inspections, to diligently act on the findings of such inspections and to maintain a reasonably safe and secure property at all times....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Real Estate, Real Estate Appraiser - Real Estate Brokerage, Commercial, Development, Fiduciary Duties, Ethics, Valuation, Sales, Leasing, Acquisitions, Dispositions, Office, Industrial, Warehouse, Retail, Multifamily, Land, Investments, Residential, Due Diligence, Disclosure, Marketing, 1031 Tax Deferred Exchange, Landlord, Tenant

Experienced Real Estate Broker: 29+ Years in Real Estate 22+ Years in Commercial Real Estate Certifications: Dual Specialist in Industrial & Office (SIOR) Certified Commercial Investment Member (CCIM) Awards: Active & Top Producing Transactional Commercial Broker (5%) in Nationally Ranked Office Commercial Realtor of the Year, CCIM of the Year, Distinguished Service Award, Platinum and Hall of Fame Honors, Presidents and Circle of Distinction Awards Key Specializations and Services: Tenant and Landlord Leasing Representation Site Selection / Research, Sales, Purchase, Acquisition & Disposition Services Development Consulting (Entitlements, Easements) Ethical Practices and Fiduciary Duties Valuation, Due Diligence, Disclosure Broker Price Opinion / Broker Opinion of Value Demographic Mapping and Analysis Property Marketing and Advertising Proficient in Multiple Listing Services (MLS), CoStar, LoopNet, Crexi, Brevitas Expertise in 1031 Tax Deferred and 1033 Condemnation Exchanges...