Trust Disputes Expert Witnesses

San Luis Obispo, California

Trusts & Estates, Securities & Investments - Trust & Estate Litigation, Trust Disputes, Trustee Executor Conduct, Fiduciary Breach, RIA Broker-Dealer, FINRA SEC, Banking, Corporate Trustee, Compliance, Cryptocurrency, Private Equity, Closely Held, Structured Products, Complex Assets, Securities, Offshore, Complex Insurance, Employment Disputes, DST Real Estate, Lending

Jon-Eric Kronvall is a testifying expert witness with more than 35 years of experience in fiduciary governance, retail, business, and private banking, investment advisory, and securities regulation. As President of Esoteric Advisors, he delivers expert reports, declarations, affidavits, depositions, and trial testimony to courts, arbitration panels, and counsel on behalf of both plaintiffs and defendants. Mr. Kronvall's concurrent role as President, Chief Investment Officer, and Chief Compliance Officer of Wealth Innovation, a Registered Investment Adviser firm, keeps his expert opinions grounded in current market conditions. He is actively managing portfolios for high-net-worth clients using the same products, regulatory standards, and fiduciary frameworks he analyzes in litigation — informed by current practice rather than retrospective analysis. Esoteric Advisors and Wealth Innovation operate as independent practices with no shared clients, referrals, or overlapping engagements,...

Woodland Hills, California

Fraud, Accounting - Complex commercial litigation, expert witness, economic damages, lost profits, fraud investigations, trust disputes, partnership disputes, wrongful termination, wage disputes, personal injury, family law, wrongful death, bankruptcy, lost wages, fidelity losses, employee theft, partnership dispute, shareholder dispute, trust and estate

Tatevik has over 16 years of experience in forensic accounting and fraud investigations, specializing in the analysis and measurement of economic damages related to complex commercial litigation, trusts and estates, business interruption losses, loss of earnings calculations, family law, and employee theft. Designated as an expert witness, with experience in evaluating and preparing expert witness reports and calculations for Federal and State Courts. Professional Status: Certified Public Accountant (CPA), California Certified in Financial Forensics (CFF) Certified Fraud Examiner (CFE) Master Analyst in Financial Forensics (MAFF) Member, American Institute of Certified Public Accountants Member, Association of Certified Fraud Examiners Member, AICPA's Forensic and Valuation Services Group Member, American Bar Association (ABA) Litigation, Business Law and Dispute Resolution sections Member, Women in White-Collar Criminal Defense Association (WWCDA) Member, National Associ...

Garland, Texas

Document Examination, Fraud - Forensic handwriting expert, Questioned documents, Contract signature disputes, Handwriting authentication, Signature verification, Handwriting comparison, Deed forgery, Forensic signature analysis, Disputed signatures, Will signature disputes, Check fraud signatures, Forgery detection, Trust disputes, Document examination

Tigerlily Taylor is a certified forensic document examiner specializing in handwriting analysis, signature authentication, and suspected forgery investigations for legal matters. She completed formal training and certification through the International School of Forensic Document Examination and operates a private practice serving attorneys, courts, and private clients nationwide. Her work focuses on detailed handwriting comparison, authorship analysis, and the evaluation of questioned documents using established forensic methodology, including the examination of line quality, stroke sequence, letter formations, spacing, rhythm, and other identifying characteristics of handwriting. Tigerlily provides expert analysis in cases involving wills, trusts, contracts, financial documents, checks, and other disputed writings. She works with both original documents and high-quality copies, and can conduct on-site examinations when required. Her findings are structured specifically for leg...