Life Expectancy Expert Witnesses: 5

Arthur B. Kagan, FSA, EA, is one of the most qualified Actuaries and Pension Plan consultants in the country. In his over 40 year career, he has helped thousands of plan sponsors with the management of their company’s retirement plans, as well as hundreds of thousands of plan participants with their pension benefits.

Since 2020, Mr. Kagan has completed 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA, public pension plan participant values, deferred compensation agreements, insurance, annuities, and general litigation on economic values.

Mr. Kagan served as the President and sole owner of a third party administration (TPA) and actuarial consulting firm for 26 years serving 650 plans;  Previously, he was president and partner of a TPA and actuarial firm serving 1400 plans. He is fully credentialed in actuarial valuations, plan funding, and present value calculations:

Mr. Kagan serves large, mid-size, and small plans covering all industries and all employer types.  He specialize in all aspects of:

Mr. Kagan has presented many seminars on recent developments in pension plan industry and creative plan design to the Desert Estate Planning Council, California CPA Society, AXA Advisors, and various financial advisory and CPA firms.

John E. (Jack) Dahlberg is a Life Care Planning Expert with over for 40 years of experience. Mr. Dahlberg has been in private practice since 1981, specializing in authoring and analyzing Life Care Plans and Case Management involving catastrophic injuries and disabilities for children and adults. He has provided services for over 3,000 clients with severe injuries.

Prior to beginning his private practice as a Life Care Planner, Mr. Dahlberg was employed as a Rehabilitation Counselor at Craig Hospital working with adult spinal cord and brain injuries from 1974 to 1983. Since that time, he has lectured and consulted nationally and internationally on a wide variety of issues relevant to catastrophic disabilities.

Litigation Support - Over the course of his career, Mr. Dahlberg has worked and testified in all 50 states, as well as Europe and the United Kingdom. In his capacity as an expert witness he has testified at the request of both plaintiff and defense attorneys. His services include life care plan analysis, thorough reporting, depositions, and trial testimony as needed.

Areas of Expertise:

Vera Dolan is an epidemiologist with over 30 years of experience in the life and health insurance industries. She is one of the leading mortality experts in the life insurance industry. She writes underwriting manuals and policy and procedure manuals for life and health insurance companies.

Vera has testified in both state and federal court, and has been retained in over 200 cases since 2006 for plaintiffs and defense on an equal basis. She is very credible testifying in deposition and on the stand.

* Life expectancies that are personalized and accurate to the standards of the life insurance and life settlement industries. Addresses the cases when life expectancies that are simply taken from a life table or estimated by a doctor, actuary or biostatistician are too long, too short, insufficient or not credible. Addresses the cases when a complete insight into the individual's medical conditions and/or personal history of high-risk behaviors is needed to assist the judge or jury in their decision. This information often decides the case, see article for details.

* Expert in bad faith/wrongful denial of life/health insurance claims.

* Expert in life/health insurance underwriting material misrepresentation.

* Expert in medical risk assessment and underwriting issues.

* Expert in life insurance underwriting policies and procedures.

* Expert in epidemiology. Previous cases include infectious diseases, occupational and environmental exposures, pesticides and tobacco.

* Approved life expectancy expert with the U.S. Department of Justice.

* Active consultant to the life insurance industry conducting cohort mortality studies, and writing underwriting and policy and procedure manuals.

* Over 100 articles published on mortality research and underwriting.

* Friendly, clear, concise, objective and quantitative.

* There is no charge for the initial phone consultation.

* There is no charge for travel time.

EXPERTISE IN: 1. The pathobiology, clinico-pathologic correlation, and histopathologic diagnosis of: diseases of the esophagus, stomach, small intestine, colon, rectum, anus, liver, and pancreas. 2. Human neoplasms (cancer) and preneoplastic conditions. 3. Establishing standard of care, causation and cause of death. 

BACKGROUND: 

1. Anatomic Pathology Residency: Washington Univ-Barnes Hospital 1991-94.
2. Oncologic Pathology Fellowship: M.D. Anderson Cancer Center 1994-95.
3. Gastrointestinal and Liver Pathology Fellowship: Harvard-Brigham & Womens Hospital 1995-96.
4. Instructor at Harvard Medical School: 1996-1998.
5. Assistant Professor and Director of Gastrointestinal Pathology Division at UT-Health Science Center-Hermann Hospital, Houston Medical Center: 08/1998 - 12/2000.
6. Staff GI Pathologist and Quality Assurance Director at Caris/Miraca Life Sciences, Dallas TX: 01/2001 - 04/2012.
7. Staff Pathologist, Anatomic Pathology Division of the North Shore-LIJ Health System, Long Island NY: 05/2013 - 05/2015.
8. Staff Pathologist, Anatomic Pathology Division of Alliance Health Sciences, Dallas TX: 01/2016 - present.
9. Sole Proprietor of Expert Pathology Consultation Services Laboratory since 01/2001, which provides diagnostic pathology services to hundreds of clinicians of different subspecialties.         

Dr. Torres was instrumental in creating a unique model of Gastrointestinal Pathology subspecialty-focused laboratory, during his tenure at Caris/Miraca Life Sciences.

Dr. Kelly S. Harvey, MS, PT, DPT, TPS, CLCP, CFCE, is a Medical Legal consultant with 27 years of clinical leadership experience and acute, rehabilitation, and concierge practice expertise. Dr. Harvey has been recognized for demonstrating a natural aptitude for Forensic Analysis and Catastrophic Case Management as well as for creating Medical Cost Projections and Life Care Plans.

Dr. Harvey founded Harvey Medical Legal Consulting in 2012 to offer her orthopedic trauma, spinal cord injury, and traumatic brain injury expertise. She maintains a private practice, as well as certifications as a Life Care Planner, Industrial Ergonomist, Functional Capacity Evaluator, Return to Work, Work Readiness, and Work Hardening Evaluator.  Dr. Harvey holds Therapeutic Pain Science Specialty certification that allows her to autonomously evaluate and treat Pain Management patients.

Litigation Support - Dr. Harvey serves the legal industry as a Forensic Analyst, Damages Expert, and Medical Consultant. She is an Industry Best Practice Advisor and Expert Witness in the fields of Physical Therapy, Rehabilitation, and Pain Management. Dr. Harvey offers services to attorneys representing plaintiff and defendant. She provides medical chart review, thorough reporting, depositions, arbitration, and trial testimony as needed. Dr. Harvey has been deposed and/or testified in a court of law over 48 times.

Areas of Expertise:

Education / Training:

• Doctorate of Physical Therapy, International Spine and Pain Institute;
• Therapeutic Pain Specialist, International Spine and Pain Institute;
• Master of Physical Therapy, Columbia University College of Physicians and Surgeons; 
• BA in Psychology and Biology, University of California at Santa Barbara