Expert Witness

In many trust accounts legitimate concern may exist around trustee performance in investments. Judging the duties, capabilities and results of a trustee can be difficult for those not generally familiar with the industry and its practices. James Sansoterra provides expert input to attorneys and trustees involved in evaluating investment matters in trust accounts.

Beneficiary Analysis

It is not uncommon for trustees to struggle for a balance between the needs of a life interest in a trust and the needs of the ultimate heirs or remainder beneficiaries. In some situations the final beneficiaries may not have the background or resources to represent their needs or analyze the investment decisions being made that ultimately affect them. James Sansoterra provides the experience to evaluate trustee investment decisions and guide beneficiaries and their legal counsel to possible alternative choices.