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Importance of a California Based Qualifying Expert Witness in Trust and Estate Trials

It is very important to review expert witness services when a California expert witness is needed to testify as a qualifying expert witness in trusts or estates matters. An expert witness establishes the standard of care in deposition and court testimony. The standard of care is what the fiduciary, trustee, executor, administrator and or attorney should do or not do in a situation. The expert witness needs to be a qualifying expert witness to testify to the standard of care.

The best qualifying expert witness for expert witness services (when a California based expert witness is needed) is an expert witness who actually works or acts on an ongoing basis as a fiduciary, trustee, executor, or administrator in the field of trusts and estates. It is critical that the expert witness also acts as an attorney in advising others in the field of trusts and estates.

For over 30 years of experience and over 40 times designated as an Expert Witness, Tucker Cheadle has acted as a fiduciary, trustee, executor, administrator and also advised others as an attorney. When acting as a qualifying expert witness, Tucker Cheadle has been a trust and estate expert witness and a legal expert witness on the standard of care, not only acting as a fiduciary, but also advising others acting as an attorney in advising a fiduciary.

Presently, and for the past 10 years, Tucker Cheadle has been licensed by the Professional Fiduciary Association of California (PFAC) as a trustee, executor or administrator and has been acting as a fiduciary in over 70 different trusts or estates ranging from living trusts to irrevocable trusts which hold securities investments, businesses, and real estate investments. During this same time, Tucker Cheadle has acted as an attorney representing clients who act as a fiduciary. This extensive experience as a California expert witness furnishing expert witness services adds to his ability to represent clients who also act as a fiduciary, and adds to his ability to furnish expert witness services.

As an attorney, Tucker Cheadle litigates cases involving trusts and estates. In one case, several precedents were established in trust and estate law in the court of appeals decision in Pham v. Cheadle G050964 (April 15, 2016). The precedents related to the attorney client privilege, disqualification of opposing counsel who obtains and uses privileged communications, and the Evidence Code relating to determining the intent of the decedent and the fact that a party adverse to the decedent cannot determine that intent from the decedent's attorney. Tucker Cheadle won this case.

Contact Cheadle Law today to discuss C. Tucker Cheadle providing expert witness testimony for your trust or estate trial at 949.553.1066

C. Tucker Cheadle Law has been designated as an Expert Witness 40+ times throughout California in these counties: Orange, Los Angeles, San Bernardino, Riverside, San Diego, San Francisco, Marin, Santa Clara, Santa Maria, Stanislas, Yolo, Redding, Napa, San Jose, Santa Barbara, Tucker, San Luis Obispo, and Amador.

In addition, C. Tucker Cheadle Law has been designnated as an Expert Witness in states outside of California including Michigan and Washington, and is available in all 50 states. Contact us today at 949.553.1066 to discuss Trust and Estate Planning Expert Witness needs.

A review of any materials on this web page, any preliminary comments or an introductory meeting does not constitute legal, income tax or accounting advice upon which reliance can be placed. The attorney client relationship can only be created by a written retainer agreement following a check of potential and actual conflicts of interest with other clients.
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California Expert Witness for Trust and Estate Trials

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