Estate Expert Witnesses

Estate expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on estate. The estate expert witness listings on this page are typically from fields/areas of expertise such as: Appraisal & Valuation, Business Valuation, Dentist, Real Estate, and Real Estate Appraiser.

Charles W Ranson

Charles W. Ranson Consulting Group, LLC.

Banking, Securities & Investments - Trust & Estates, Corporate Trustees, Individual Trustees, Trust Beneficiaries, Estate Executors/Personal Representatives, Estate Beneficiaries, Trustee Duty of Loyalty, Trustee Duty of Impartiality, Trustee Duty to Account Trustee Fee Litigation, Prudent Investor Rule, Trustee Duty of Prudence
Charles W Ranson provides litigation consulting services and expert witness testimony for plaintiff and defense counsel in trust and estate litigation cases alleging breach of fiduciary duty. Counsel that engages my services typically represents corporate and individual trustees, trust beneficiaries, estate personal representatives/executors, estate beneficiaries, registered investment advisors, ultra-high net worth investors, and family offices. In assisting plaintiff or defense counsel in trust and estate litigation claims of breach of fiduciary duty my liability analysis is conducted in light of state probate statutes, terms of the trust instrument, and the prevailing customs and practices in corporate fiduciary services. Each case is analyzed in light of the facts and circumstances alleged/defended in the matter and the corresponding fiduciary standard of care applied to the case allegations, facts, and circumstances. www.charleswranson.com to view a video clip of Ranson.

Lester B Caplan, SCREA, AGA, CLHA

100's of litigation appraisals, few needed a trial

American Valuation Company

Palm Desert, California
Real Estate Appraiser, Appraisal & Valuation - Luxury, High Value, Solar Electric, Residential, Commercial, Deferred Maintenance, Diminished Value, Easements, Encroachments, Building Permit, Zoning, Fraud, External Depreciation, Views, HOA, Estate, Bankruptcy, Family Law, Retrospective, Divorce
My name is Lester Caplan, I have been a CA State Certified General Appraiser since 1991, license number ~ AG001751. I am the owner of American Valuation Company. I have been a Real Estate Appraiser since 1982 and now have over 42 years of diversified appraisal experience. I am an (AGA)Accredited Green Appraiser and an expert in the appraisal of PV Solar Electric Systems. I am a (CLHA) Certified Luxury Home Appraiser and have appraised many homes, existing or proposed construction that were exceptional, very high value homes, with values in excess of $10,000,000. I have a wide range of appraisal experience which includes residential & commercial Real Estate appraisal, review appraisal for several major lenders, litigation & expert witness services and tax appeal experience. I founded American Valuation Company in 1989. Since 1989 I have serviced the Southern California Real Estate Community and have been approved by over 290 direct funding lenders throughout the USA and have worked...

Jeffrey Miller, MAI, AI-GRS, CCIM, ASA

Complex Valuations, Portfolios, Damages, Defaults

Southern Skyline Valuations

Atlanta, Georgia
Real Estate, Real Estate Appraiser - Involved in estate portfolios, stigma, defaults, damages, environmental contamination, foreclosure, bankruptcy, USPAP issues, leasing, eminent domain, Yellow Book, easements, receiverships, special servicer, CMBS, real estate diminution, ground leases, leaseholds, subleases - ALL types of CRE
* over 33 years specializing in commercial real estate appraising and consulting * Earned MAI designation 26 years ago (1998); Earned AI-GRS 9 year ago (2015) * Testified on value over 40 times for court litigation matters Publications/Seminars Developer of 4 Hour Seminar “Regional & Local Verification Requirements for Yellow Book, USPAP, State Regulations & Various Clients” Author of Appraisal Institute Article, “USPAP 2024: The 1st Update with No End Date”, 1st Qtr. 2024 Newsletter Coauthor of Appraisal Buzz Article, “Drones Take Flight for Appraisals,” Sept. 10, 2019, website Author of Appraisal Institute Article, “USPAP 2018-2019 Provides Clarity and Balance”, 4th Qtr. 2017 Newsletter Author of Appraisal Institute’s “Analyzing Credit Tenant Risk and Commercial Lease Analysis”, 7 Hour Seminar released in 2010 Contributing writer to Appraisal Institute’s “Analyzing Distressed Real Estate” 7 Hour Seminar released in 2009 Teaching AQB Certified USPAP Instructor -The Apprai...

Russ A. Gressett, MAI

TGC Realty Counselors, LLC

Houston, Texas
Real Estate Appraiser, Appraisal & Valuation - Valuation, appraisal, MAI, commercial real estate, eminent domain, zoning, financing, rent, rental rate, market value, partnership, leasing, loan, acquisition, bankruptcy, partnership dispute, divorce, estate, taxes, lost profits
Mr. Gressett's experience includes 36+ years in commercial real estate consulting, valuation, brokerage and construction / development. His academic experience includes a strong background in land economics and real estate finance. Mr. Gressett's industry experience in commercial real estate appraisal, appraisal review, brokerage, mortgage underwriting due diligence and construction / development has been gained in the major real estate markets of the United States, but mostly in the Texas markets. Mr. Gressett regularly consults with attorneys, corporations and individuals on complex commercial litigation issues. As a result, he has varied experience in dispute resolution and litigation support as an expert witness through involvement in court cases requiring real estate consulting and valuation, brokerage and development expertise. Mr. Gressett's experience has also enabled him to be an effective arbitrator as he is uniquely qualified to accommodate parties in resolving market va...

Richard V. Lyschik, DDS, FAGD, CFE, Ret. USAF

Clinical & Business Operations National Expert

DENTAL OFFICE NETWORK

Plano, Texas
Dentist, Business Valuation - Appraisal, Fraud, GP & Specialty Dentistry, Solo & Multi-Doc Practices, DSO, Staff Issues, Estate, Divorce, Malpractice, Mergers, Entrepreneur, Practice Interruption, Income Loss, Practice Transition, Associateships, Management, HR, Coaching, Valuation, Bankrupsy
PRIVATE PRACTICE: 3 Start-ups; MD & DC; 1982-1996 USAF DENTIST: WA: 1998-2001 OFFICE NETWORK: TX & MD: 1999-2014; Practice Broker for National Company DENTAL OFFICE NETWORK: 2014-Present; Independent Practice Broker; Entire US PRACTICE RESCUE: 2015-PRESENT: Trademarked as: "Regulatory compliance consulting services and business management services in the fields of dentistry and medicine." Formal Training as AFTCO Transition Analyst 1999-2014 (RARE for any dental broker!). #1 (out of 70+) National Analyst numerous years! Started own practice transition company, DENTAL OFFICE NETWORK, 2014. Expertise in all forms of GP & specialty dental transition arrangements: solo & multi-Doc, private and corporate, DSO, urban and rural, leased, owned, and shared real estate locations, new construction, remodel and compliance renovation, mergers, associateships, estate, divorce, and family practices. Specialty dental practice sales experience includes endodontics, periodontics, OMS, ped...