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Jerry Reiss ASA**

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 McCarthy, Summers, Bobko, Wood, Sawyer & Perry, P.A.
                                           Attorneys At Law                                             
Monterey Triangle
                      2400 S.E. Federal Highway · Fourth Floor                    
  Stuart, FL 34994
   Tel 772 286-1700
    Fax 772 283-1803
 
 
 
April 8, 2004

Dear Fellow Practitioner:
 
I have been a civil trial practitioner for the past 27 years, and I have engaged the services of literally hundreds of experts. Of those experts I retained over the years, there are only a handful of experts I would vigorously endorse. Jerry Reiss is a member of than handful of experts who I would vigorously endorse.

Mr. Reiss is the only enrolled actuary in our area, and his expertise in that discipline, together with his litigation support skills, are truly extraordinary.
 
If you have not already read articles co-authored by Mr. Reiss in the Florida Bar Journal, as well as the Family Law Commentator, I would respectfully suggest that you consider doing so. Mr. Reiss’ articles in the Florida Bar Journal have appeared as far back as February and March, 1995, regarding the drafting of QDRO’s. I would suggest reviewing the enclosed of articles. It is my considered opinion that the contents of those articles provide compelling evidence of his understanding and capacity to deal with complex analytical issues. I have utilized Mr. Reiss’ services in the past and will continue to do so in the future, and I would respectfully suggest that you review those articles which he co-authored to determine whether or not his expert services would be appropriate for you in your practice.   

 Yours truly, 
 
Noel Bobko, Esq.

mjf
 
 
Michael R. Walsh
Attoney and Counselor at Law
326 North Fern Creek Avenue
Orlando, FL  32803-5498
Telephone   (407) 896-9431
Fax  (407) 898-2724
 
Fellow American Academy                                                    Certified Family Law Mediator                                                           Florida Bar Certified
Of Matrimonal Lawyers                                                             And Family Law Arbitrator                                                      Marital amd Family Lawyer
 
 
 
April 21, 1998
 
To Whom It May Concern: 
 
This letter shall act as an endorsement of Jerry Reiss, P.O. Box 150188, Altamonte Springs, FL  32751, telephone 869-7004 or fax 869-8958.
 
I have known Jerry for more than five years and can represent to you that he is an excellent pension valuator as well as one who is more adept and skillful in drafting Qualfied Domestic Relations Orders as I have ever encountered.
 
I unhesitatingly recommend him to you. 
Sincerely,
 
Michael R. Walsh, Esquire
 
 

Miller, Schwartz & Miller, P.A.

Attorney at Law

Sheridan Hills Professional Plaza

4040 Sheridan Street

Hollywood, FL  33021

____

 

 

James Fox Miller                                                                                           MailingAddress

Joeseph L. Schwartz**                                                                             Post Office Box 7259

A Matthew Miller*                                                                            Hollywood, Florida 33801-1269

Robert M. Schwartz**                                                                           Telephone (954)  962-2000

Charles Fox Miller***                                                                              Dade  (305) 6263630

                                                                                                                    Telcopier   (954) 961-2124

 

 

*Florida Bar Certified

Marital and Family Law

**Florida Bar Certified

Real Estate Law

*** Also a Member of New York Bar

 
 
 
May 7, 1998
 
To Whom It May Concern:
 
I have known Jerry Reiss, ASA for several years and am familiar with his work in connection with valuation and division of pension and retirement benefits.  He is very knowledgeable and thorough in dealing with a subject matter that is extremely complex and fraught with the potential for professional malpractice.
 
In my opinion, he is more than up to the challenge of almost any problem that might arise in connection with valuation and division of these benefits.
Thank You Very Much.
 
Sincerely,
 
A Matthew Miller
 
 
William A Carew
Attorney at Law
333 So. Cascade Ave.
Colordao Springs, Colorado 80903
(719) 475- 7529   FAX (719) 475-7574
 
 
 
September 9, 1998 
 
To Whom It May Concern: 
 
This letter is written as an endorsement and recommendation of the professional Services of Jerry Reiss, P.O. Box 150188, Altamonte Springs, FL  (407) 869-7004.
 
Mr. Reiss, a professional actuary, has great command of the pension law and ERISA, as well as federal and state case law that governs these retirement plans and welfare issues.  As a result, he is uniquely qualified to provide pension plan valuation testimony and QDRO drafting services to family law attorneys and, accordingly, he is rightfully recognized as a leader throughout the United States in the family law area.
 
But that expertise is by no means limited to family law.  I personally employed his services to value the economic loss resulting from wrongful termination of a management employee of a major corporation.  I found that valuation and his accompanying analysis to be thorough and persuasive, and the overall product to equal the qualility of work that earned him the excellent reputation in the area of family law.
 
I recommend him highly to any attorney that needs help with a pension or welfare plan.  This could include a valuation issue, testimony support, ERISA compliance issues, QDRO drafting, or just the valuing of a loss for purposes of litigation.   
 
Over the past two years that I have come to know him, I can vouch that he is smart, articulate and, as an additional plus, gets the work done on time.  To attorneys that believe that economists best value economic losses in areas of litigation support, I would urge such attorneys consider employing an actuary in the future, such as Mr. Reiss.
 
I stand ready to discuss Mr. Reiss' very fine work product at any time.
 
Sincerely Yours,
 
Bill Carew
 
 
 

Law Offices 

Marc H. Brawer

7771 West Oakland Park Blvd
  ·  Atrium West Building
Suite 214
·  Sunrise, Florida 33351

 

                       MARC H. BRAWER                                                                                                                  OF COUNSEL

                       FLORIDA AND NEW YORK BAR                                                                                           MICHAEL ROY KAUFMAN

                                                                                                                                                                          FLORIDA AND TEXAS BARS

                       BOARD CERTIFIED IN

                       MARITAL AMD FAMILY LAW                          Telephone (954) 749-0066                                CIVIL TRIAL PRACTICE

                                                                                                                                                                           PERSONAL INJURY AND

                                                                                                        Fax (954) 572-0327                                      WRONGFUL DEATH

                       

 

 
 
May 7, 1998
 
To Whom It May Concern: 
 
I have known Jerry Reiss for several years in his capacity as an actuary in regard to pension and valuation benefits, and the structuring of Qualified Domestic Relations Orders.  I can say without hesitation that I do not know anyone who is more knowledgeable than Jerry, in this field.  His approach is painstakingly careful, analytical, and he discovers and investigates issues which would not ordinarily occur to the matrimonial practitioner, but which are often of crucial importance.  He will also not hesitate to forcefully negotiate with a plan administrator who has made arbitrary or incorrrect assumptions concerning the qualification of an order or the interpretation of a plan.  '
 
I have used no one other than Jerry as an expert in any of my cases involving these matters, since first making his acquaintance. 
 
 
Sincerely,
 
Marc H. Brawer, Esquire   

KNOX AND GIVENS, P.A.

Attorneys and Counselors at Law

607 West Horatio Street

Tampa, FL 33606

 

 

James P. Knox                                                                                                                                   Telephone

Board Certified Marital & Family Law                                                                                      813) 254-0034

Fellow, American Academy of Matrimonial Lawyers                                                       FAX (813) 254-0891

 

Stan W. Givens                                                                                                                          Legal Assistants

Board Certified Marital & Family Law                                                                                   Esther A. Sparks

Fellow, American Academy of Matrimonial Lawyers                                                              Paula A Dunigan

Supreme Court Certified Mediator                                                                                      Rubin M. Menendez

 

John R. Cummings, III

 
 
 
May 7, 1998 

 

Dear Reader:

 

It is with great regard that I recommend Jerry Reiss to you as a Qualified Domestic Relations Order drafter and a pension valuator.  In the past, I have often called upon Jerry's expertise in a number of our divorce cases.  I recommend him to you, without reservation.

 

Sincerely,

 

James P. Knox

 

 

Law Offices

Bette Ellen Quiat

Suite B-5

Oak Plaza Professional Center

8525 Southwest 92nd Street

Miami, FL  33156

Bette Ellen Quiat

       Board Certified

       Marital & Family Law

       Certified Family Mediator                                                                                                                                     Telephone (305) 279-4044

Elisa Terraferma                                                                                                                                                            Telecopier (305) 596-1198

 

 

May 1, 1998

 

Dear Family Law Colleagues:

 

During the past several years, whenever I needed a Qualified Domestic Relations Order I have called Jerry Reiss.  Jerry's knowledge on the preparation of Qualified Domestic Relations Orders is outstanding and his attentiveness to meeting the rules and regulations preparing a Qualified Domestic Relations Order has been exemplary.  The preparation of Qualified Domestic Relations Orders are an important part of any family law case.  Most of the time, it represents the major asset of the parties.  Time and time again, Jerry has reviewed plans and found important points to consider in arriving at a settlement agreement or preparing for trial.

 

I wholeheartedly recommend Jerry to you and your clients.  Should you have any further questions please do not hesitate to contact me.

 

 

                                                                                                                                              Very truly yours,

 

 

                                                                                                                         Bette Ellen Quiat

 

 

BEQ:td

 

 

RUBINSTEIN & HOLZ, P.A

----------------------------------------------------------------------------------------------------------------------------------------------------------------------------FAMILY LAW ATTORNEYS

 

ALAN J. RUBINSTEIN, J.D.                                                                                                                                                                                                                                      Office Address

Florida Board Certified - Marital & Family Law                                                                                                                                                                                1375 Jackson Street, Ste. 304

Fellow of the American Academy of Matrimonial Lawyers                                                                                                                                                                         Fort Myers, FL  33901

 

Rana Holz, J.D.                                                                                                                                                                                                                                                         Mailing Address

Marital & Family Law and Related Appeals                                                                                                                                                                                                           P.O. Drawer 368

                                                                                                                                                                                                                                                                         Fort Myers, FL 33902 

 

Esta Y. Rubinstein, C.L.A.                                                                                                                                                                                                                             Phone (941) 332-3400

Certified Legal Assistant                                                                                                                                                                                                                                     Fax (941)332-5078

 

September 30, 1998

Jerry Reiss

114 North Florida Avenue

Deland, FL 32720

 

Dear Jerry:

 

This letter is to thank you for the excellent work you did in representing my client at trial.  You assisted me in finding cases to support my client's position, helped narrow the scope of your trial testimony, and helped me explore cross-examination issues for the opposing expert.  This assistance was invaluable not only in explaining the case law supporting our position to the court, but also in proving our client's case.

 

As you know, the court was convinced of our client's position and intends to rule in our favor.  Once we receive a copy of the court's ruling or filing judgment, we will be pleased to share a copy with you.

 

As you know, one of the best compliments to the excellent work you did in this case was when opposing counsel asked me for your number so that he could retain you in a subsequent case.  This letter is to inform you that I gave him your trelephone number as well as my recommendation that you would provide his client with excellent representation in the area of pension valuations.  I again thank you for your hard work in this matter, as well as all the hard work that you have undertaken throughout your career to be able to very simply explain to the court what could have been a very complex issue.  Should you need any further recommendations, please feel free to call upon me.  I look forward to working with you in the future..

 

                                                                                                                                                                                                           

                                                                                                      Very truly yours,

                                                                                                       Rubinstein & Holz, P.A.

                                                                    

             

                                                                                                         For the Firm

RH       

 

 

 

 

Gerald C. Surfus

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Attorney at Law 

 

Gerald Surfus                                                                                                                                                                                                  Diane L. Such

      Board Certified                                                                                                                                                                                                                                                   Office Manager

      Marital & Family Law                                                                         

 

                                                                                                                                                                                                           Daphine Jo Kicklighter

                                                                                                                                                                                                                Legal Assistant 

 

                                                                                                                                                                                May 11, 1998

 

 

 

 

Dear Reader

 

 

With pleasure, I endorse Jerry Reiss to you in the area of Pensions and QDRO'S.  He gets the job done fast and thorough.   He always brings out new points to consider along with methods of dealing with them to the client's advantage.

 

                                                                                                                                                 Very truly yours,

 

                                                                                                                                                   Gerald C. Surfus

 

 

GCS.dls

 

 

 

 

 

 

 

 

2033 Main Street  Suite 405    Sarasota, FL  34137

P.O. Box 49048    Sarasota, FL 34230    (941)  954-4517   (941) 366-3583

Fax (941) 954-3609

 

 

 

Mark A Sessums, of Bartow FL, Board Certified in Marital & Family Law, writes on May 5, 1998:

 

To whom it may concern:

 

I have used Jerry Reiss to value retirement plans, and to draft QDRO's on several occasions.  Jerry has also been able to recommend appropriate language for marital settlement agreements that protect clients' interests relatice to the retirement plans.  On all occasions, I have found Jerry to be very knowledgeable and insightful on all issues relative to retirement plans.  Jerry's advice has literally saved several clients thousands of dollars and was otherwise indispensable.  In short, Jerry is a pleasure to know and work with.  Jerry is a dedicated professional that delivers a good product at avery economical price.  I urge you to use him in all cases in retirement plans.

 

Please do not hesitate to contact me with any questions you may have in this regard.

 

 

 

 

Bruce A Christensen, of Miami, FL, Board Certified in Marital & Family Law, writes on May 5, 1998:

 

Fellow Marital & Family Lawyers:

 

In the past few years I have had to work with Jerry Reiss on several occasions regarding pension and retirement plans.  Jerry's work in drafting Qualified Domestic Relations Orders, resolving problems that arise with plan administrators and pension valuations is excellent and I recommend him to you.

 

 

 

 

John D. Carlson of Talahassee, FL  (retired) writes on May 1, 1998:

 

To whom it may concern:

 

It is my pleasure to endorse Jerry Reiss as an actuary for the valuation of pension and retirement benefits.  I have used Jerry in both the drafting of Qualified Domestic Relations Orders and Apportionment Orders and as an expert in determining the present value of pension and retirement benefits.  Jerry knows his business and is an excellent witness in court.

 

I would not hesitate to use Jerry and would recommend him to others, except when litigating against my clients.

 

 

 

 

 

Ann Kerr of Clearwater, FL, Board Certified in Marital & Family Law, Fellow of the America Academy of Family Lawyers, writes on February 6, 1995:

 

Dear Jerry:

 

Your article called Drafting QDRO'S, Part 1, is very well reasoned and excellently presented.  I was very impressed by the article and commend you and Matt for a job well done.

 

I hope we will soon find out the results of the QDRO which you drafted for us.  (it was approved soon after)