Spoon Feed Lawyers Expert Witness Disclosures
One might think experienced family lawyers understand the importance of expert witness disclosures when answering discovery. Not always. Be prepared to help every attorney you work with to answer discovery completely and properly.
For CPE credit to view this presentation and others from this conference, click here: 2023 FORENSIC & VALUATION SERVICES CONFERENCE BUNDLE.
a. Expert witness disclosure – don’t delay
i. Curriculum vitae
ii. Engagement agreement
iii. Scope of engagement (be detailed)
1. When in doubt, say “litigation support”
b. List of needed documents ready to go
Hidden Assets & Enhanced Financial Investigation: What “A List” Attorneys Know about Discovery Others Don’t. This presentation is for business valuation and forensic accounting expert witnesses.
Mason’s “Hidden Assets” presentation discusses: Experts must learn the legal process. When should experts stick their nose in? Why there is no line to worry about crossing. How subpoenas actually work. How experts can help with subpoenas. Why the subpoena process is not more frequently used and quick enough. Experiences that can expedite and move financial discovery forward. Why attorneys do things at the last minute. Why attorneys wait too late to hire the financial expert.
This video is an excerpt from Miles Mason, Sr., JD, CPA’s presentation at the 2023 Tennessee Society of CPA’s Forensic and Valuation Services Conference, Oct. 24, 2023, in Brentwood, Tennessee.
To learn more about divorce and forensic accounting, buy Mason’s The Forensic Accounting Deskbook published by the ABA Family Law Section. Forensic accounting can help family lawyers win cases while at the same time their clients are able to keep money which might otherwise be taken from them by the difficult and confusing divorce process. This updated edition of one the ABA’s most popular resources explains the practice of forensic accounting and business valuation and how to apply it in family law cases.
