Trusts Expert Witnesses in Connecticut
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Personal Trusts & Estates Business Expert Witness
This highly-qualified expert has over 40 years of experience in the area of domestic and offshore personal trusts. He received his BS in business administration from Northeastern University before earning his MS in management concentration from the Alfred P. Sloan School of Management at MIT. This expert worked with Citigroup for nearly 30 years, serving in a variety of roles including lending officer, vice president of the institutional recovery management department, senior risk manager, chief fiduciary officer, and chief trust officer. At Citigroup, he had full fiduciary responsibility for Citigroup Trust, the successor organization to one of the country's oldest trust businesses, and he oversaw several thousand trusts. He worked with portfolio managers to monitor fixed income, equity, and alternative investment portfolios. He also headed the trust advisory committee, which approved all new businesses and all discretionary distributions. Currently, this expert is a personal trusts consultant.
Personal Trusts Consultant, null
Master of Science (MS), Massachusetts Institute of Technology
Greenwich |
Connecticut
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FAQs for Trusts Expert Witnesses
What is the role of a trust expert witness in legal proceedings?
A trust expert witness provides specialized knowledge on trust laws, regulations, and practices. They can offer insights on trust management, fiduciary duties, and breach of trust issues.
What types of cases might require a trust expert witness?
Cases involving estate planning, wealth management, tax implications, disputes over inheritance or trustee misconduct often require the expertise of a trust expert witness.
Can a trust expert witness help with cases involving international trusts?
Yes, many trust expert witnesses have experience with international trusts and can provide valuable insight into cross-border transactions, foreign tax laws, and international estate planning.
Are there subspecialties within the field of trust expert witnessing?
Yes, some experts specialize in areas like charitable trusts, special needs trusts, revocable and irrevocable trusts, or business succession planning through trusts.
How can a trust expert witness assist in cases involving alleged breach of fiduciary duty?
An expert can analyze the actions of the trustee against standard practices to determine if there was a breach. They can also assess damages resulting from any misconduct.
How does Expert Institute select its Trusts expert witnesses?
Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.