23 Trustee Expert Witnesses Found

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.

Fraud, Accounting - Financial, Insolvency, Forensic Accounting, Bankruptcy, Business Damages, Economics, Mining, Business Operations, Accounting investigations, Forensic investigations, Litigation support, Litigation services

...He has also served as a Financial Advisor to Debtors and Creditor Committees in Chapter 11, served as a Chapter 11 Trustee, court appointed Receiver, Financial Fiduciary, Special Master and Examiner in various court cases. Chris is adept at analyzing allegations of fraud in civil, criminal, and bankruptcy matters and working with counsel to understand the financial aspects of litigation. He has testified in Federal and various State courts.

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.

...SECURITIES & INVESTMENTS AREAS OF EXPERTISE INCLUDE: Broker/dealer standards & compliance; Investment advisor duties; Securities suitability re: stock trading, options/futures; Investment banking; Stocks / bonds / commodities / hedge funds / mortgage securities; Trading & portfolio management; Supervision, operations & settlements; Syndications; Capital markets; FINRA arbitration; Fiduciaries & Trustees’ standards/practices and duties for corporate & personal trusts’ investments, operations, trust services and trust/fiduciary fees; Damages, Economic / Statistical analysis, valuations, analysis and forensic accounting. ECONOMICS, DAMAGES, ACCOUNTING, & VALUATIONS Experts include senior bankers, consultants, economists, accountants, actuaries, statisticians, appraisers....

Ophthalmology - Standard of Care, Traumatic Injury, Vision Loss, Optic Nerve, Dry Eyes, Abrasions, Lacerations, Vision Loss, Eye Strain, Foreign Bodies, Retinal Detachment, Puncture, Chemical Exposure, Scarring, Cornea Injury, Double Vision, Eye Pain, Blurred Vision, Reduced Peripheral and/or Nighttime Vision

...He is a Past President of the California Academy of Ophthalmology and was Chairman of the Board of Trustees of Olympia Hospital. He is a Clinical Professor of Ophthalmology at both U.S.C. and U.C.L.A. and he is the author of more than 100 chapters, papers and abstracts. Dr. Macy has delivered more than 300 lectures around the world and is frequently called upon as an Ophthalmology expert for state and federal government agencies, corporations, investment bankers, and attorneys. He is a consultant to many pharmaceutical companies as a clinical researcher into new drug therapies. An expert in cataract surgery, Dr. Macy has been a leader in laser surgery for cataract and LASIK.

Insurance, Risk Management - Workers Compensation, General Liability insurance, Personal and Commercial Lines, Errors and Omissions Casualty Claims, Bad Faith, Risk Management / Loss Control, Coverage and/or Contractual Disputes, Employer Practices Liability, Wage and Hour Disputes, and other Casualty issues.

...I have served on the Risk Management and Threat Assessment Advisory Board for Cal State Fullerton University Extended Education Program and have previously served as a Management Trustee for the Metropolitan Employee Benefits Association and on the Alliance of Schools for Cooperative Insurance Programs (ASCIP) Loss Control Committee. I have significant experience in litigated casualty claims case management combined with a thorough knowledge of tort liability and common law principles, workers' compensation law and the Labor Code, claims practices, underwriting, and sound risk management and loss control procedures. I have qualified as an expert witness before the Superior Court of California and the United States District Court, Central District of California, and hold several recognized professional designations, an active CA Broker/Agent and Life Agent license, and a CA Self Insurance Administrators Certificate.

Financial - Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits,Mergers,Acquisitions,Valuation, Fiduciary Duty

...Reser has been a corporate fiduciary for securities and reorganization transactions as well as trustee and custodian of retirement plans for over 30 years. Much of this time was as an officer of large national and international banks. Since 2003 he has served as the President of Fiduciary Services, Inc. (“FSI”), a registered investment advisor located in San Rafael, California. Mr. Reser and FSI focus on providing trustee and fiduciary services for transactions and ongoing administration related to Employee Stock Ownership Plans or ESOPs. An ESOP transaction involves purchasing company stock from business owners who are looking for an exit or liquidity plan for their businesses where the shares are placed in a trust for the employee/participants. There can be significant tax and incentive advantages for selling to and maintaining an ESOP owned company. Besides holding an undergraduate and law degree from Southern Methodist University Mr....

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 •...

Anesthesiology, Pain Management - Medicine - Injury, Trauma, Accident, Interventional Pain, Anesthesia, Surgery, Back Fracture, Pain, Pain Medicine, Back Pain, Neck Pain, Opioids, Narcotics, Prescriptions, Drug Tests, Malpractice, Ethics, Safety, Recovery, Addiction, Procedures, Epidurals, Injections, MRIs, X-rays, Spine, Sedation, Outpatient

...Memorial Hospital Miami, FL Chief Fellow in Interventional Pain Management • Research Award Recipient 06/2005–07/2008 Jackson Memorial Hospital Miami, FL Resident in Anesthesiology 06/2004–06/2005 Jackson Memorial Hospital Miami, FL Intern in Anesthesiology 08/2000–05/2004 University of Miami School of Medicine Miami, FL Doctor of Medicine with Research Distinction 08/1991 – 05/1995 University of Miami Coral Gables, FL Major: Microbiology and Immunology Minors: Biology, Chemistry, Art Bachelor of Science with General Honors, Cum Laude Departmental Honors in Microbiology and Immunology 08/1987–06/1991 Dade Christian High School Miami, FL Graduation with Highest Honors, Salutatorian PROFESSIONAL MEMBERSHIPS Diplomate of the American Board of Anesthesiology, Board Certified in Anesthesiology and Board Certified in Pain Medicine Broward County Medical Association (Past President and Board of Trustees...

Foot & Ankle Surgery, Podiatry - Total ankle replacement, Podiatric surgery, Diabetic foot ulcer, Trauma, Ankle fracture, Ankle arthritis, Amputation, Limb salvage, Tendon transfer, Charcot foot, Hammer toe, Hallux valgus, Hallux rigidus, Flat foot reconstruction, Revision surgery,

...He is a member of the Board of Trustees at HCA Florida Northwest Hospital. Dr. MacGill grew up in Tampa and attended the University of Florida in Gainesville. He then attended The William M. Scholl College of Podiatric Medicine at Rosalind Franklin University in North Chicago, Illinois. He graduated in the top 10th percentile of his class and matched with his first choice for residency at Florida Hospital in Orlando, Florida. In 2007, Dr. MacGill was selected for the prestigious AO International Trauma Fellowship with Sigvard Hansen, Jr., MD, Chairman Emeritus-Orthopedics at the University of Washington’s School of Medicine. Dr. MacGill completed his fellowship in the spring of 2009, gaining additional training in total ankle replacement as well as complex Charcot foot and ankle reconstruction....

Podiatry, Foot & Ankle Surgery - Foot Surgery, Ankle Surgery, Ankle Sprain, Foot Injury, Ankle Injury, Buionectomy, Foot Wound, Foot Ulcer, Foot Infection, Diabetic Foot, Foot Surgical Complication, Foot Pain, Podiatry, Podiatric Medicine and Surgery

...Pascarella served on the Board of Trustees for the Ohio College of Podiatric Medicine and currently serves on the Kent State College of Podiatric Medicine Advisory Board and Board of Trustees for the OCPM Foundation. He has 30 plus years’ experience in private practice at Foot and Ankle Associates of Florida.

Neurology - Independent Medical Exams, Medical Records Reviews, Legal Medicine, Stroke, Epilepsy, Dementia, Falls, Osteopathic Medicine, Alzheimer's Disease, Parkinson's Disease, Headaches, Carpal Tunnel Syndrome, Neck & Back Pain, Concussions and head injuries

...He was on the Florida Hospital Board of Trustees for 4 years. He was elected by his peers as a Fellow of the American Osteopathic Board of Neurologists and Psychiatrists and Fellow in the American Academy of Neurology. Dr. Pineless served as medical director for NeuLife Rehabilitation in Mt. Dora, FL from 2014-2017. Dr. Pineless was named as one of Orlando Magazine’s Top Doctors on numerous occasions, most recently in 2022. He has been President of the NeuroCare Institute of Central Florida for 37 years.

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

...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.

Accounting, Business Valuation - Forensic Accounting, Fraud Investigations, Financial Fraud, Divorce Litigation Support, Criminal Defense Support, Business Fraud, Tax Fraud, Litigation Support, Economic Damages, Corporate Litigation, Business Valuations, Assets Tracing, Tax Litigation Support, Bankruptcy, Civil Claims Consultant

...The plaintiff alleged that the trustee failed to properly manage and protect the assets of the trust. The plaintiff, as a beneficiary of the trust, was seeking among other things to establish that the trustee failed to faithfully perform his fiduciary duty in an impartial manner. The plaintiff was also seeking to have the trustee removed due to malfeasance and to receive a civil monetary settlement. The plaintiff eventually received a $ 1.25 Million settlement from the defendant. Civil Litigation-Damages: In a high-profile case, in Federal Court served as an expert witness and forensic accounting consultant for the plaintiff, a disabled veteran who had been forced out of his home by the landlord due to the fact that he had a Veterans Administration certified service dog. The plaintiff received a $350,000 judgement that was enforced against the rental properties of the landlord after an investigation revealed their location....

Business Damages - Lost Profits, Economic Damages, Accounting, Forensic Accounting, Arbitration, Alternative Dispute Resolution, Bankruptcy Core Proceedings, Insurance and Business Interruption Claims, business valuation, Fraud, Internal Investigations

...Michael provides consulting and litigation services to trial lawyers, trustees, receivers, business owners and units of federal, state and local government. Many engagements combine complex litigation, forensic accounting, financial analysis, economic damages, valuation and distressed business issues with the reconstruction of all or portion of incomplete, misstated and/or falsified accounting books and records and financial statements. Michael has more than 40 years of experience in accounting, forensic accounting, business economics and investigations including more than 20 years of experience in economic damages and business valuations. State, Federal and Bankruptcy Courts, as well as arbitrators, have recognized him as an expert in economic damages, forensic accounting, GAAS, GAAP, business valuation, financial analysis and financial investigations. Michael is a Certified Public Accountant....

Addiction Medicine, Family Medicine - Improper Prescribing & Overdose Death, Buprenorphine & Methadone Treatment, Drug/Toxicology Testing, Residential and Outpatient Addiction Treatment Services, Physician Impairment & Fitness for Duty, Medical Board Licensure, Controlled Substances, Process Addictions

...Vice Chair for Mississippi State Medical Association Board of Trustees. Former Acting Executive Director of the Mississippi State Medical Association. Appointed by Governor of Mississippi to the Task Force on Heroin and Opioid Abuse. Past President of the Mississippi Society of Addiction Medicine and Distinguished Fellow in the American Society of Addiction Medicine. Fellowship Trained in Addiction Medicine. Double Board Certified (Family Medicine and Addiction Medicine). Ten-plus years expert witness experience including depositions, trials and hearings before regulatory bodies. Extensive public speaking experience. Certified Medical Review Officer for Drug/Alcohol Testing (AAMRO). Areas of expertise: Outpatient & Residential Addiction Treatment Services Buprenorphine & methadone treatment Improper prescribing and overdose deaths Drug testing Professional impairment & fitness for duty Medical licensure

Medical Management, Legal Medicine - Hospital Administration, Hospital Negligence, Joint Commission Standards, Negligent Credentialing, Physician Contracting, Informed Consent, Standards of Care, Patient Transfer, Patient Safety, Pediatric Critical Care, Birth Injury, Hyperbilirubinemia

...He gained national prominence serving as a member of the American Academy of Pediatrics Section on Critical Care Executive Committee and as a member of the NACHRI (National Association of Children’s Hospitals) Board of Trustees. In addition, he has authored numerous articles, policy statements and editorials in peer-reviewed journals. He also participated in authoring the American Academy of Pediatrics Policy on Hyperbilirubinemia.

Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care

.... • Former Trustee and Current Volunteer, Equine Tranquility Wellness Center, Inc., a therapeutic riding center for those with and without Special Needs, such as Autism, Asperger’s, MS. PTSD, Downs Syndrome, ADHD/ADD, etc.

Securities & Investments, Financial - Uniform Prudent Investor Act, UPIA, Trust and Estates, Trustee Duty of Impartiality, Fiduciary Duty, Breach of Fiduciary Duty, Damages, Investment Suitability, Financial Planning, Portfolio Management, Asset Allocation, Investment Due Diligence, Divorce, Matrimonial, Hedge Funds, FINRA, Annuities.

...He has been retained by institutional investors, high net worth investors, large global financial institutions, trustees and trust beneficiaries.

Ophthalmology - Retina, Macula, Optic Nerve, Glaucoma, Uveitis, Ocular Surgery, Ocular Trauma, Ocular Infections, Ocular Oncology, Neuro-ophthalmology, Retinal Detachment, Diabetic Retinopathy

...He also has served as a Trustee at St. Elizabeth Medical Center providing quality assurance and medical performance oversight. Dr. Williams has served as a consulting expert witness for over fifteen years.

Periodontics, Dentist - dental implants (surgery), periodontal (gum)disease-diagnosis and treatment, treatment planning and sequence, dental bone and gum infection, dental bone loss, preservation and regeneration

...Gian-Grasso is a past president of the Academy of Osseointgration and served as a trustee of the American Academy of Periodontology for six years. He is a National spokesperson for the American Academy of Periodontology. He served as a Director of the Implantology Center at the Medical College of Pennsylvania. He frequently lectures in the areas of Periodontics, Prosthodontics, Dental Implantology, and Reconstructive Periodontics. Dr. Gian-Grasso has been the recipient of many prestigious dental and periodontology awards, including the Abram Cohen Award, the American Academy of Periodontology Award, the Lactona Award, and the University of Pennsylvania University and Dental Alumni Awards of Merit. He served on the Board of Overseers of the University of Pennsylvania School of Dental Medicine for sixteen years, and currently serves on the Dean’s Council....

Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care

.... • Former Trustee and Current Volunteer, Equine Tranquility Wellness Center, Inc., a therapeutic riding center for those with and without Special Needs, such as Autism, Asperger’s, MS. PTSD, Downs Syndrome, ADHD/ADD, etc.

Obstetrics & Gynecology - General Obstetrics & Gynecology, Routine Obstetrics, Labor & Delivery, Birth Injury, Gynecological Complications, Minimally Invasive Surgery, Laparoscopic Procedures, Gynecology, Women's Health

...I have served as the hospital Chief of Staff, chair of the quality assurance committee, member of the peer review committee, chair of the credentials committee and member of the hospital board of trustees. I have been doing expert witness work for over 10 years.

Anesthesiology - Special focus and expertise in difficult intubations, airway trauma, obstructive sleep apnea, intraoperative codes, code blue, cpr, cardiac arrest, hypoxia, hypotension. Also experienced in anesthetic drug interactions and toxicities, patient positioning, intraoperative burn injury, central lines

...Magna Cum Laude graduate of BYU, Board of Trustee’s Scholarship, Dean’s List. Multiple Five Star Spirit Awards for Excellence, Baylor University Medical Center. Completed SEAK expert witness training. Trial and deposition experience. Author of Anesthesia Basics series--short textbooks which explain anesthesia concepts in simple, easy to read text written at the level of the intended audience--perioperative nurses or medical students and residents of other specialties. Designed to be read in an afternoon, Anesthesia Basics covers topics from preoperative evaluation, airway management, and intraoperative monitors to neuromuscular blockade, anesthetic medications, post operative pain control and nerve blocks. Enjoys teaching and explaining anesthesia concepts to patients, residents and students of all levels from high school, pre-med or nursing school to CRNA school, medical school or residency training....

Otolaryngology, Plastic Surgery - Facial Plastic Surgery, Ears, Nose, Throat, Allergy, Sinus, Hearing Loss, Tinnitus, Vertigo, Dizziness, Head and Neck Cancer, Strangulation

...He also serves on the Board of Trustees for MEDRVA Healthcare and on the Commonwealth of Virginia Board of Hearing Aid Specialists and Opticians.