Trustee Executor Conduct Expert Witnesses

Trustee executor conduct expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on trustee executor conduct. The trustee executor conduct expert witness listings on this page are typically from fields/areas of expertise such as: Securities & Investments and Trusts & Estates.

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JON-ERIC KRONVALL

Fiduciary, Trust/Estate & RIA Broker-Dealer Expert

Esoteric Advisors

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
Testifying expert witness with 35+ years of experience in fiduciary matters, trust and estate disputes, securities regulation, banking and lending, portfolio management, and complex financial reconstructions. Certified Trust and Fiduciary Advisor (CTFA) and Certified Fraud Examiner (CFE). Provides clear, standards-based expert opinions and sworn work product for courts and arbitration forums, including expert reports, declarations, affidavits, depositions, and trial testimony. Frequently engaged in complex matters requiring emergency response and forensic account and portfolio reconstruction. Fiduciary Governance and Trust Disputes — Fiduciary standards of care, private and corporate trustee conduct, executor duties, contested trust and estate administration, beneficiary disputes, self-dealing, conflicts of interest, misappropriation of assets, and decision-making frameworks in complex family and entity structures, trust-owned real estate transactions. Securities, RIA, and Broker...