Trust Administration Expert Witnesses in Connecticut

This expert has deep experience in wills, trusts, estates, and fiduciary administration. This expert’s research focuses on economic and empirical analysis of trusts, estates, and fiduciary administration. His work has been published in leading scholarly journals such as the Yale Law Journal, the Stanford Law Review, the Columbia Law Review, the Journal of Law and Economics, and the Journal of Empirical Legal Studies. He is the lead coauthor of the most popular American coursebook on trusts and estates, and he is an editor of the forthcoming Oxford Handbook of Fiduciary Law, to be published by Oxford University Press. This expert’s research has been featured in the New York Times, Wall Street Journal, and Financial Times, among other media. This expert is an active participant in trusts and estates law reform. He serves under Massachusetts gubernatorial appointment on the Uniform Law Commission (ULC). Within the ULC, he was Chair of the Drafting Committee for the Uniform Directed Trust Act and he is a liaison member of the Joint Editorial Board for Uniform Trusts and Estates Acts. He previously served as a member of several other drafting committees for uniform trusts and estates acts and as the Reporter for the Uniform Statutory Trust Entity Act (last revised 2013). Within the American Law Institute, he is a member of the Council, the Institute’s Board of Directors, and he is a member of the Council’s Projects Committee. He is currently an Adviser for the Restatement of Charitable Nonprofits and for the Restatement (Third) of Conflict of Laws. He previously served on the consultative groups for the Restatement (Third) of Trusts and the Restatement (Third) of Property: Wills and Other Donative Transfers. This expert serves as an advisory consultant and expert witness in litigation and regulatory matters involving wills, trusts, estates, and fiduciary administration. He has also led training workshops for trust officers and other professional fiduciaries. He edits the Wills, Trusts, and Estates abstracting journal in the Social Science Research Network, is a past chair of the Section on Trusts and Estates of the Association of American Law Schools, and is an academic fellow of the American College of Trust and Estate Counsel. This expert now teaches at an Ivy League Law School, where he was the youngest professor with tenure to receive a chair in the history of the school. He previously taught at New York University School of Law and at Northwestern University School of Law. He has won three distinguished teaching awards.

This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered retirement planning coordinator and has previously held Series 7, 31, 63, and 65 licenses. He is active in his field as a frequently published author of finance articles. He has formerly served as a private banker at Bank Leumi USA, the director of the institutional brokerage group at Fidelity Investments/NFS, the vice president of personal financial services at Chase Bank, a financial advisor for global private clients for Merrill Lynch, vice president for JP Morgan Securities, and the vice president of Clark Dodge Asset Management. Currently, this expert serves as the managing member and project manager for a fiduciary consulting firm in New York.