Estate Planning Expert Witnesses

Riverside, California

Insurance, Financial - Life Insurance, Annuity, Annuities, Suitability, Lapse, Life Settlement, agent, Conversion, Estate Planning, Disability Insurance, Long Term Care Insurance, Bad Faith, Beneficiary, trusts, STOLI, TOLI, Standard of Care, Expiration, Misrepresentation, Life/Disability Analyst

Expert in Permanent and Term Life Insurance, Disability, Long-Term Care Insurance as well as variable and fixed annuities. 40+ years’ experience as a high-producing agent with a Fortune 500 insurer. Past Life & Qualifying Member of Million Dollar Round Table – a trade group of top insurance producers. Chartered Life Underwriter. Chartered Financial Consultant. Licensed Life and Disability Analyst. Has reviewed and analyzed hundreds of insurance policies for issues such as suitability, expiration, beneficiaries, conversion, termination, reinstatement, value, and health of the insurer.

Florida

Business Valuation, Appraisal & Valuation - Automobile Dealerships, Restaurant, Franchises, Gift & Estate, Medical Practices, Estate Planning, Real Estate Property Management, Succession Planning, Real Estate Development, ESOPs, Hotels & Restaurants, Divorce, Financial Services, Buy Sell Agreements, Manufacturing, Litigation Support, Distribution, Pharmacy, Retail, Grocery Store

Matt Springer is a Director of Valuation & Litigation Support at Vision Point Capital with over 20 years of experience in business valuation and financial advisory services. He has extensive experience providing valuation advisory services for gift and estate planning, tax reporting, transaction planning, management planning, and financial reporting purposes. He has also performed economic damages analyses, including diminution in value and lost profits, and prepared rebuttal analyses of opposing expert opinions. Mr. Springer has been engaged as a valuation expert on legal matters involving transaction disputes, shareholder disputes, corporate litigation, matrimonial dissolution, and probate matters. Matt works with a broad range of clients, from small, closely-held businesses to large-capitalization public companies, with experience extending across various sectors, including professional services, healthcare, real estate, financial services, energy, manufacturing, distribution, ...

Houston, Texas

Business Valuation, Appraisal & Valuation - Automobile Dealerships, Restaurant, Franchises, Gift & Estate, Medical Practices, Estate Planning, Real Estate Property Management, Succession Planning, Real Estate Development, ESOPs, Hotels & Restaurants, Divorce, Financial Services, Buy Sell Agreements, Manufacturing, Litigation Support, Distribution, Pharmacy, Retail, Grocery Store

Matt Springer is a Director of Valuation & Litigation Support at Vision Point Capital with over 20 years of experience in business valuation and financial advisory services. He has extensive experience providing valuation advisory services for gift and estate planning, tax reporting, transaction planning, management planning, and financial reporting purposes. He has also performed economic damages analyses, including diminution in value and lost profits, and prepared rebuttal analyses of opposing expert opinions. Mr. Springer has been engaged as a valuation expert on legal matters involving transaction disputes, shareholder disputes, corporate litigation, matrimonial dissolution, and probate matters. Matt works with a broad range of clients, from small, closely-held businesses to large-capitalization public companies, with experience extending across various sectors, including professional services, healthcare, real estate, financial services, energy, manufacturing, distribution, ...