Estate Planning Expert Witnesses

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

Expert in Whole and Term Life, Disability and Long-Term Care Insurance as well as variable and fixed annuities. 30+ 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.

Real Estate Appraiser, Real Estate - Real Estate Appraisals, Estate Planning, Divorce Settlement, Tax Assessment Disputes, Retrospective Valuations, REO Valuations, Litigation and Expert Witness Support, Charitable Donations, Trust Valuations

Real world experience, with appraising properties throughout Southern California since 1983. I'm experienced in providing litigation and arbitration support, as well as expert witness testimony. I appraise residential and residential income properties, providing accurate and reliable values.

Geriatric Psychiatry - contested wills, mental capacity, competency, testamentary capacity, undue influence, geriatric mental health, trust contests, insane delusions, estate planning, geriatric forensic psychiatry, will contests

• Sanford Finkel, MD, is an active clinician, geriatric psychiatrist for over 50 years. • His primary forensic activity relates to contested wills, particularly complex material which requires comprehensive analysis. • He has been retained in about 200 cases and can provide references upon request. • He currently is a Clinical Professor of Psychiatry at the University of Chicago Medical School. • He also has been a Professor of Psychiatry at Northwestern University Medical School where he also was a Professor in the Departments of Internal Medicine and Neurology. • He is the Founder of the American Association of Geriatric Psychiatry and co-founder of the International Psychogeriatric Association (IPA) and the American Psychiatric Association Council on Aging. • He is the Founding chair of the IPA’s Task Force on Testamentary Capacity and Undue Influence. • He has approximately 150 publications and has given over 1000 lectures in the field of geriatric psychiatry.