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Serving as an Expert Witness in Trusts and Estates Litigation

SERVING AS AN EXPERT WITNESS IN TRUSTS AND ESTATES LITIGATION

Cost $15.00
Presentation Length 1.0 hour

Recorded DateNovember 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

In this webinar, Peter Myers, partner at Fox Rothschild LLP in San Francisco, will review the rules for qualifying as an expert witness to testify in a trial. Peter will discuss the difference between a consulting "expert"—one whose testimony is not sought but assists counsel in developing the attorney's work product—and a typical testifying expert. Peter will outline the common areas of expert testimony sought from CPAs and explain how to lay the proper foundation, prepare an expert report, and prepare for deposition and cross-examination.

Learning Objectives:


  • Recall the rules for qualifying as an expert witness to testify in a trial

  • Identify the difference between a consulting "expert" and a typical testifying expert

  • Determine the common areas of expert testimony sought from CPAs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Peter Myers is certified as a specialist in estate planning, trust, and probate law by the State Bar of California's Board of Legal Specialization. Handling high-net-worth planning, business succession, and trusts and estates disputes, he guides individuals and families who need a reliable relationship with a caring, experienced lawyer who will assist them in times of greatest personal opportunity, life event, or crisis.

Peter has written multiple books and articles in estate planning, tax planning, and business succession. He teaches in the areas of estate planning, family business entities, and estate planning. His published treatises, books, and articles have appeared in WealthCounsel Quarterly, CEB, Trusts and Estates Magazine, iUniverse, and Wonderdads. He speaks throughout the country on topics of interest to wealthy families and their advisers and at conventions of professionals. His speaking engagements include WealthCounsel, LLC, The Southern California Institute, California Continuing Education of the Bar, the National Network of Estate Planning Attorneys, and various ancillary CLE Providers. His published work appears in CEB, Trusts and Estates Magazine, iUniverse, and Wonderdads.

About Our Presenter

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Fox Rothschild LLP is a national law firm with more than 950 attorneys in 27 locations across the United States serving businesses of all sizes as well as individuals. Clients come to Fox because our attorneys understand their issues, their priorities, and the way they think. At Fox, our attorneys care about your success as much as you do.