Hiring, Examining and Being an Expert Witness – Meg Lodise Moderates Panel at ACTEC 2023 Annual Meeting

Partner Meg Lodise is moderating the panel, “Be Overqualified, Not Overconfident! Hiring, Examining and Being an Expert Witness,” at the American College of Trust and Estate Counsel (ACTEC) 2023 Annual Meeting.

The panel will draw on its varied experiences serving as and working with expert witnesses to address both procedural and substantive issues of whether, when and how to retain an expert, including the effect of differing federal, state and local rules regarding experts and what issues are properly subject to expert testimony. Panelists will examine the differences between consulting and testifying experts, and how those differences bear on the decision to retain an expert as well as the expert’s activities once retained. Finally, the panel will address best practices when acting as an expert, including whether the rules of professional conduct apply, staying in your lane as an expert rather than counsel, appropriate documentation of your file, and the intricacies of working with retaining counsel who have little or no experience in the trusts and estates field.

The Annual Meeting is being held in New Orleans from March 1 – 5, 2023.