ALL THINGS FINANCIAL FOR COURT
ALL THINGS FINANCIAL FOR COURTALL THINGS FINANCIAL FOR COURTALL THINGS FINANCIAL FOR COURTBe The Boss of Your Money
Expert Witness Services in Financial Litigation
I provide expert financial analysis and testimony in complex litigation, with extensive experience in both trial and appellate matters. My work is focused on cases where accurate, well-supported financial analysis can materially influence the outcome.
I bring a combination of courtroom experience, technical expertise, and a strong understanding of the legal frameworks that govern the matters I accept. My role is to assist counsel in presenting clear, defensible conclusions in cases involving significant financial considerations.
I am qualified under Daubert standards in all areas in which I offer testimony, ensuring that my opinions meet the evidentiary requirements for admissibility in court. My experience includes contributing to the development of case law in Florida on complex financial issues, as well as authoring numerous articles published in the Florida Bar Journal and other legal publications.
Areas of Focus
- Financial damages analysis in litigation
- Support and income evaluation, including imputed income
- Valuation of complex financial instruments and executive compensation
- Qualified and nonqualified retirement plans
- Post-judgment enforcement and recovery of awarded assets
These matters often involve significant financial consequences and require careful, disciplined analysis. My work is centered on providing clarity where financial issues are complex and often misunderstood.
Clarity and Precision in Complex Matters
The Expert You Retain is Critical to a Favorable Outcome in Court. I provide expert financial analysis and testimony in complex litigation, assisting counsel in presenting clear, defensible conclusions where financial issues are central to the outcome. My work is focused on matters where precise analysis and experience can materially influence results.
ERISA
(Actively Licensed to Perform Under ERISA)
- Schedule SB Certification
- Pension Plan Termination
- Plan Design
- Cost Studies and Recommendations
- Benefit Disputes
Family Law
- Alimony payments
- Property Divisions & Valuation
- Retirement Plans, Valuation & QDRO'S
- Measurement of Non-Marital Property
- Agreements: prenuptual & marital settlement
- Untangling Commingled Funds & Assets
- Measuring Active & Passive Effort
- Transmutation Issues
- Measuring Enterprise Goodwill
- Appellate Issues (Financial) - Family Law
Damages
- From Wrongful Termination of Employment
- From Personal Injury and torts
- Support Services for damages from Legal & Other Malpractice
Other Actuarial Services:
- Liquidating Estate Trusts & Most Estate Calculations
- Elective Share Calculations under State Law
- Valuing The Homestead Estate under the US Sup. Ct. Rogers Ruling
- Properly limiting liability under the US Sup. Ct. Craft Ruling
- Asset Protection and structuring of assets under Elder Law
- ERISA issues
- Employee Rights to Retirement & Health Benefits
- Employer/Employee contracts & other executive compensation