Fouts Financial Group   .   Mary Rae Fouts, EA, CFP^®   
Expert Witness and Advisory Services   

Expert Witness Services   Are you searching for an Expert Witness to address litigation or arbitration concerns involving life insurance, annuity contracts, pension plans, welfare benefit plans, VEBA plans, financial planning, elder financial abuse, tax planning, or commercial insurance matters? Mary Rae Fouts, EA, CFP® has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  She has impeccable professional credentials and twenty-two years of extensive financial services experience.  Mary has accomplished analytical skills; she is one of the select few Life and Disability Insurance Analysts licensed by the California Department of Insurance.  As a Life and Disability Insurance Analyst, Life Agent - Life-Only Agent, Life Agent - Accident and Health Agent, and Fire and Casualty Broker-Agent; a CERTIFIED FINANCIAL PLANNER™; and an Enrolled Agent licensed by the United States Department of the Treasury, Mary brings excellence to Expert Witness Services.
Expert Witness Services Litigation Consulting Potential Litigation:  Case Evaluation New Litigation:  Affidavit of Merit New Litigation:  Certificate of Merit Evidence Review and Forensic Analysis Research Complaint, Petition, and Response Preparation Assistance Reports Damage Calculations Expert Declarations and Affidavits Exhibits for Settlement Conference, Mediation, and Trial Mediation Attendance Active Litigation:  Rebuttal Witness Deposition, Arbitration, and Trial Testimony   Litigation and Arbitration Subject Matter Life Insurance Accidental Death Benefit Insurance Annuity Contracts  §412(e)(3) and §412(i) Defined Benefit Pension Plans §419 Welfare Benefit Plans Pension Plans VEBA Plans Financial Planning Elder Financial Abuse Tax Planning Commercial Insurance Expert Witness Venues Mary provides Expert Witness Services in litigation and arbitration venues throughout the United States; she is available for travel to all client locations, arbitration venues, and litigation venues. Mary has Expert Witness experience in the following locations: Alabama Arizona California Florida Hawaii Iowa Maryland Mexico Mississippi Montana New Jersey North Carolina Ohio Oklahoma Pennsylvania South Carolina Texas West Virginia Expert Witness Services for Plaintiff and Defense Mary provides Expert Witness Services for both plaintiff and defense.  Historically, Mary's expert witness engagements have been approximately 40% plaintiff and 60% defense.	A blooming digitalis next to white sage in one of Mary's gardens.       Litigation and Arbitration Subject Matter:  More Information   To learn more about the Litigation and Arbitration Subject Matter covered in Mary's Expert Witness Services, please visit Life Insurance Litigation and Accidental Death Benefit Insurance Litigation, Annuity Litigation, §412(e)(3) and §412(i) Defined Benefit Pension Plan Litigation, §419 Welfare Benefit Plan Litigation, Pension Plan Litigation, Financial Planning Litigation, Elder Financial Abuse, Commercial Insurance Litigation, and Tax Services.
For More Information To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Overview of Mary's Expert Services Designated Cases and Testimony, please contact Mary at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services. Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, California 94597 Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  mary@foutsfinancialgroup.com  .  CA Insurance License 0C24544 © 2003-2010 Mary Rae Fouts, EA, CFP®.  All rights reserved.  Thanks for stopping by!