Breakout session 3 | The effective use of experts in trust and estate litigation


A discussion of the practical aspects of selecting, preparing and presenting testimony from expert witnesses in litigation matters involving trust and estate issues, including capacity/undue influence, breach of duty, and investment matters.

  1. When experts are necessary. 
  2. How to select an expert and when. 
  3. How to present the testimony of the expert so that it is most persuasive.

Speakers: Mike W. Bartolacci, St. Louis Trust & Family Office, St. Louis; Patrick J. Connaghan