PLANNING EXPERT WITNESSES

PLANNING EXPERT WITNESS CASE STUDIES

ERISA Experts Evaluate Termination of Retiree Life Insurance Benefit PLANNING Expert Case

This case involves tens of thousands of retirees from a large company who were promised life-time life-insurance coverage through their employer in Mississippi. Despite these assurances, the company canceled this life insurance benefit for all retirees. Sh …

Company Accountants Distort Financial Statements PLANNING Expert Case

Company Accountants Distort Financial Statements

This case takes place in New York and involves a breach in fiduciary duty by an accountant. The plaintiff is the owner of a large farm equipment dealership. The defendants were, at the time of the incident, employees at this dealership. The plaintiff enter …

Foster Family Neglects Medical Care Plan PLANNING Expert Case

Foster Family Neglects Medical Care Plan

This case takes place in Iowa and involves a child with a chronic medical condition who was placed in the care of foster parents through a foster service. Due to the child’s state, she had to have a permanent tracheotomy in place to assist with her breat …

Life Care Planner Evaluates Healthcare Costs For Intellectually Disabled Teen PLANNING Expert Case

This autism analysis case takes place in Wisconsin and involves a teenager with a past medical history of autism, disruptive behavior disorder, hypogammaglobulinemia, intractable seizures from a very young age, and overall intellectual disability with an …

Fiduciary Expert Witness Discusses Actions of Retirement Plan Sponsor PLANNING Expert Case

This case involves a retirement plan sponsor who hired an adviser for the plan. The defendant worked for a small company, and had been an employee for over thirty-three years. Part of her job was to manage the retirement plan for the employees of the compa …