Defined Benefit Trust Services

Our client sought an expert with experience in defined benefit trust services to consult, report, and testify.

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Accepting a Trust

Our client sought an expert in the trust department of a bank to opine whether a bank violated standards of care in accepting a trust but failing to advise that as drawn it could complicate administration and cause estate taxes to attach to the trustor and beneficiaries. The expert was required to consult, report and testify.

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Trustee Duties

Our client sought an expert who has represented charitable remainder unitrusts to opine on the duties and responsibilities of trustees and whether trustee met standards of care, consult, report and testify.

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Indian Trust Fund

Our client sought a CPA to analyze funds that came into and those that went out of an Indian trust fund, consult, report and testify.

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Trust Administration

Our client sought an expert in trust administration to review documents and testimony, opine on a corpus distribution section and determine the amount of the trust corpus diverted to income.

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Trust Fiduciary Duties

Our client sought an expert in bank trust operations to consult, report and testify on whether a bank and the chief executive officer of the business met its fiduciary duties to protect an individual's interest.

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Small Bank Trust Department

Our client sought an expert in trust and loan departments in small banks to consult, report and testify whether a bank fulfilled its fiduciary duties and responsibilities with respect to investments in a company that went bankrupt.

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Trust Attorney

Our client sought an expert in the duties of a trust attorney to consult, write a report and testify.

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Trust Law

Our client sought an expert in trust and transactional practice to review a transaction, opine on liability, consult, report and testify.

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Trust Administration

Our client sought a trust administration expert to consult on distributing assets, write a report, and testify.

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Trust Administration Expert

Our client sought an expert in bank trust administration to consult on the fiduciary duties of a trustee / administrator and the steps that should be taken to avoid mismanagement or embezzlement.

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Institutional Trustee

Our client sought an expert in the administration of trusts to discuss the duties owed by an institutional trustee to a co-trustee and the trust's beneficiaries, consult, and testify.

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Bank Trustee Duties

Our client sought a banking expert with experience managing personal trusts to review facts, opine on a proper course of action when there are concerns, consult, and testify.

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Trust Agreement Analysis

Our client sought a trust expert to perform title searches and examine the history of several parcels of real property.

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Trust Investment

Our client sought an expert in the banking industry with investment experience to opine on whether a corporate trustee's investments satisfied the fiduciary obligations under the Prudent Investor Rule.

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Capital Fund Manager Stock Swap

Our client sought an expert in split capital investment trusts to testify on standard practices regarding selling securities to issuing trusts.

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