Trusts, Estates and Probate Litigation

Trial Testimony, Litigation Support, Forensic Accounting and Economics

Valuation Services 

• Partnership and LLC Interests

• Restricted Stock; Common Stock; Preferred Stock

• Debt Securities

• Thinly-Traded Securities

• Intellectual Property Rights

• Income Streams

• Economic losses to Heirs

• Wrongful death proceeds litigation

Forensic Analyses Services

• Review and analysis of financial statements, tax returns, general ledgers, budgets and forecasts

• Analysis of underlying source documents for financial / tax reporting records

• Development of appropriate financial statement adjustments and/or complete reconstruction of financial statements

• Damage calculations

Qualifications 

• Accredited Senior Appraiser (ASA)

• Chartered Financial Analyst (CFA)

• Certified Public Accountant (CPA)

• Expert Testimony Experience in State and Federal Court

Results 

Our seasoned professionals have performed over 4,000 valuations, at any time we have about 200 active matters, and have been named as expert witnesses in over 300 court proceedings.