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Planning Expert Witnesses

Planning decisions, whether for construction projects, land development, utility systems, business strategy, or estates and trusts, are tested in litigation when outcomes diverge from what the plan promised or required. Owners and contractors litigate construction delays and disruptions that turn on the adequacy of schedules and project controls, developers and municipalities contest zoning, land use, and site planning decisions, and utilities and their customers dispute rate and capital planning. Businesses challenge strategic and financial plans used to justify investments and acquisitions, while beneficiaries and trustees litigate whether estate and succession plans were properly designed and administered. In each matter, the central question is whether the planning work met the professional standards and information available when it was done.

A planning expert evaluates that question by examining the plan itself, the assumptions and data behind it, and how it was executed and updated as conditions changed. In construction disputes, that may involve critical path schedule analysis, delay apportionment, and evaluation of contingency and risk management; in land use matters, assessment of site design, traffic flow, and compliance with planning regulations; and in fiduciary matters, review of trust structures, distribution planning, and administration practices. The expert then addresses causation by separating losses attributable to deficient planning from owner changes, market conditions, regulatory actions, or other intervening events. Those findings support claims and defenses in construction, land use, utility, fiduciary, and commercial disputes and give counsel a disciplined basis for challenging opposing schedules, forecasts, and plans.

Planning spans construction scheduling, architecture and site design, transportation and land use, utilities, strategic and financial planning, and estate and fiduciary planning, so the right expert is one whose experience matches the type of plan in dispute. The professionals we present include an architect who has completed approximately 1,000 projects for universities, hospitals, research organizations, and government agencies, a construction management specialist who has testified on delay analysis and scheduling, and a project controls expert who has published on delay, disruption, and contingency management. Our network also includes a water and wastewater utility consultant whose clients serve more than half of the U.S. population, a water rights specialist who has testified 20 times on water use and land use changes, a retail site design expert who has testified on traffic flow and site development, and fiduciary and estate planning professionals who have testified on trustee duties and fiduciary liability. With more than 75,000 expert searches for litigators completed, Round Table Group can help you find the planning expert your matter requires. Tell us about your case by calling us at (202) 908-4500.


Kinds of Cases We Work On

Round Table Group helps our clients find a wide variety of Planning expert witnesses for cases like:


Here are a few of our favorite Planning Expert Witnesses:

I have 22 years of experience, and specialize in the field of health effects of toxic materials and how to gain compensation from exposure with specific knowledge in the areas of radiation health effects, mass torts and ancillary personal and property damages. I have published on such topics as mediation, health effects and mass torts. I have testified 12 times on topics such as radiation health effects, veterans claims and equitable claims procedures. I find the importance of positive thinking and day to day practice elemental courtesy and concern for fellow creatures.

 

I have 40 years of experience, and specialize in the field of engineering and construction with specific knowledge in the area of contract obligations. I have testified 7 times on topics such as quality of construction, time and cost control.

 

I have 35 years of experience, and specialize in the field of taxation law with specific knowledge in the areas of income tax, estate tax and tax crimes. I have testified on net operating losses, charitable deductions and national standard of care for tax professional.

 

I have 23 years of experience, and specialize in the field of managed health care with specific knowledge in the areas of finance, strategic planning and business development.

 

I have 50 years of experience, and specialize in the field of architecture with specific knowledge in the areas of design, master planning and institutional facilities. I have published on such topics as law office design, health care institutions and university facilities. I have received peer awards for my architecture, photography, and paintings from museums and societies. I have completed approximately 1000 architectural projects for universities, hospitals, research corporations, Federal and State agencies, and small and large businesses.

 

Your Case Deserves The Best Planning Expert Witnesses

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The right expert witnesses and consulting experts can make your case. That’s why we have spent so many hours over the past quarter century making sure our clients have just the right expert team — whether one expert or many, early-stage advice or expert reports and testimony. Across over 50,000 expert search assignments, we have honed a unique, customized approach to identifying, analyzing and connecting with expert talent so you can focus on winning your case.

I have 10 years of experience in the field of public policy analysis, with specific knowledge of transportation, strategic planning and economic development. I have published on such topics as transport policy, government strategy for improved economic performance, the links between professional consultancy and academia and management education. I have testified 8 times on topics such as government budgeting, policy appraisal, and prioritization and funding of major capital projects.

 

I have 36 years of experience, and specialize in the field of oil industry with specific knowledge in the area of directional drilling.

 

I have 30 years of experience, and specialize in the field of project management with specific knowledge in the areas of project cost and schedule management, delay and disruption management and risk and contingency management. I have published on such topics as planning and scheduling, risk management and delay management.

 

I have 20 years of experience, and specialize in the field of strategic management with specific knowledge in the areas of business planning, financial analysis and entrepreneurship. I have published on such topics as acquisitions, valuation and value creation/capture. I can tell you how value is created, how to measure value (valuation), and who is capturing the value that is being created. Moreover, I can tell you if corporate arrangements (such as acquisitions, structure, and compensation) were organized to add value to shareholders (or not).

 

I have 30 years of experience and specialize in the field of ecomomic analysis, with specific knowledge of forecasting, planning and strategy. I have published on such topics as the economic outlook, sales forecasting and input and output analysis.

 

I have 15 years of experience and specialize in the field of construction, with specific knowledge of taxation, mergers and acquisitions, and construction accounting. I have published on revenue recognitiion, and I have testified on revenue recognition and use tax.

 

I have 46 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of whole life, annuities and variable universal life. I have published on such topics as the mathematics of life insurance, business succession planning and estate planning.

 

I have 12 years of experience, and specialize in the field of construction safety with specific knowledge in the areas of construction management, safety regulations and safety management. I have published on such topics as pre-planning for safety, business aspects of safety and various construction safety topics.

 

I have 25 years of experience in the field of marketing strategy, with specific knowledge in the areas of technology marketing strategy, product line management and business case analysis. I have published on such topics as best practices in technology marketing, best practices in technology commercialization and best practices in technology transfer.

 

I have 35 years of experience in the field of retail management, with specific knowledge of strategic sales system development, sales training and management training. I have published on such topics as business management, sales force management and inventory management.

 

I have 16 years of experience and specialize in the field of market research and strategic consulting, with specific knowledge of bottled water, soft drinks and dairy. I have published on such topics as bottled water market globally, leading players in soft drinks and confectionery.

 

I have 15 years of experience and specialize in the field of higher education, with specific knowledge of instructional technology, library and hybrid, blended, and online learning. I have published on such topics as e-learning and online teaching, strategically managing technology integration and adoption of technology innovations.

 

I have 10 years of experience in the field of accounting, with specific knowledge of bank reconciliations, bookkeeping and budgeting.

 

I have experience in the field of city planning, with specific knowledge in the areas of transportation, ethics, and land use. I have published on such topics as travel demand forecasting, the ethics of technical data use, and professional conduct.

 

I have 20 years of experience, and specialize in the field of accounting with specific knowledge in the areas of entertainment, television and not-for-profit. I have published on such topics as recruiting and hiring good staff, social networking and golfing as a business tool. I founded and run an accounting consulting company.

 

I have 22 years of experience, and specialize in the field of construction management and infrastructure asset management, with specific knowledge in the areas of project management and infrastructure management, risk analysis and safety and sustainability, and green construction. I have published on such topics as construction management and safety, lean construction, and infrastructure management. I have testified on construction delay analysis, project management, and planning and scheduling of construction activities.

 

I have 25 years of experience, and specialize in the field of retail design with specific knowledge in the areas of convenience, specialty retail and restaurants. I have published on such topics as energy efficiency, foodservice design and the basics of retail design. I have testified 10 times on topics such as site traffic flow, usage, building placement and site development. My firm has won 8 design awards in the last 3 years.

 

I have 4 years of experience, and specialize in the field of fiduciary wealth management with specific knowledge in the areas of behavioral finance, asset allocation and proper diversification. I have published on such topics as education saving, retirement planning and market analysis. Previous to my career in financial services, I served in the law enforcement arena. I am a recognized expert in several areas and have testified many times in both trials and depositions.

 

I have 20 years of experience, and specialize in the field of architecture with specific knowledge in the areas of energy-efficient architecture, sustainable design and sustainable planning. I have published on such topics as renovation versus new building, dangers of compact fluorescent lamp; specific architectural projects of mine have been published in numerous publications.

 

I have 35 years of experience, and specialize in the field of financial services with specific knowledge in the areas of qualified plans and fee disclosure.

 

I have 25 years of experience, and specialize in the field of maintenance management with specific knowledge in the areas of industrial, building and fleet maintenance. I have published on such topics as maintenance, reliability and safety. I tr

 

I have 28 years of experience, and specialize in the field of finance and strategy with specific knowledge in the areas of healthcare, technology and call centers. I have published on such topics as financial planning. I was the first non United States trained audit staff vice president and chief financial officer of a an American business.

 

I have 30 years of experience, and specialize in the field of hospital administration with specific knowledge in the areas of management, marketing, board relations and physician relations.

 

I have 24 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of generation skipping taxes, qualified plans and individual retirement account distributions planning and laws and trust planning. I have published on such topics as individual retirement account distribution planning. I have testified on fiduciary issues in trust administration, securities fraud and individual retirement account distribution rules.

 

I have 40 years of experience, and specialize in the field of water and wastewater utilities with specific knowledge in the areas of rates and finance, efficiency and management. I have published on such topics as benchmarking, rates and finance and customer service. I have testified 10 times on topics such as rates and finance, regulatory compliance and benchmarking and efficiency. I have been a consultant to utilities with a served population of more than half of the United States.

 

I have 20 years of experience, and specialize in the field of rehabilitation counseling with specific knowledge in the areas of vocational rehabilitation, earning capacity analyses and life care planning. I have published on such topics as life care planning, vocational expert roles and functions. I have testified 50 times on topics such as lost earnings, long term care needs and return to work options.

 

I have 22 years of experience, and specialize in the field of pharmaceutical marketing with specific knowledge in the areas of portfolio management, product promotion and generic defense planning.

 

I have 25 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of business succession planning, fiduciary liability and fiduciary income tax. I have published on such topics as business succession planning, fiduciary income tax and asset protection planning. I have testified on fiduciary liability, attorney malpractice and trustee duties. I am a prolific speaker and author who possesses a unique perspective on fiduciary liability issues because of the many years I spent actually administering trusts and managing family wealth as part of wealth management firms and trust companies.

 

I have 24 years of experience, and specialize in the field of water resources with specific knowledge in the areas of water rights, land and water use planning and nutrient management. I have published on such topics as nitrogen biogeochemistry, groundwater transport and water use. I have testified 20 times on topics such as water use, water rights and land use changes in various public hearings.I spent four years conducting in-depth due diligence and providing litigation support on several hundred water rights.

 

I have 10 years of experience, and specialize in the field of real estate with specific knowledge in the areas of title insurance, land use and claims. I have published on such topics as title insurance, insurance forms and estate planning. I founded one of the fastest growing title insurance underwriters in the nation.

 

Put Our Planning Expert Network to Work for You

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Our huge network of experts – eminent university professors and practitioners who have achieved renown as thought leaders in their fields – combined with unparalleled research capabilities puts the experts you need at your disposal when and where you need them.

If you’re a litigator or general counsel, we want to put this network to work for you and your clients. Let us know how we can help by calling us at (202) 908-4500 or filling out the form on this page. We’re so confident you’ll love what we do that unless you retain an expert we present there’s no charge!

Questions Attorneys Ask About Planning Expert Witnesses:

Whenever the outcome depends on whether a plan was reasonable, properly executed, or followed professional standards, including construction schedules, land use and site plans, utility rate and capital plans, business and financial plans, and estate and trust plans. Early engagement helps counsel secure baseline and updated schedules, planning studies, and contemporaneous assumptions before they are revised or lost. It also helps frame whether the dispute calls for a scheduling, design, utility, strategic, or fiduciary specialist.

GET STARTED FINDING THE RIGHT EXPERT WITNESS

Spend your time working with your experts, not searching for them! We're here to de-stress the process of having a great expert witness team so that it’s easy to have the right experts every time. We'll conduct a quick but thorough search and deliver a roster of top candidates for you to review. There's no charge for the custom search — you pay only the hourly rate if you retain one of our experts.

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Planning Workshops

A few of the courses and workshops led by our Planning experts:

  • Chemical Production Planning and Scheduling
  • Strategic Planning in Construction