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Wills & Probate
There are 1 expert witnesses in this category

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David G. Mackenzie
Fiduciary Consultant
450 Wood Avenue, #2A
Bainbridge Island WA 98110
USA
phone: 206-780-0899
fax: 206-780-0903
David G. Mackenzie is a Fiduciary Consultant who limits his consulting practice to providing expert witness testimony in Trust & Estate Litigation Cases. He has represented either trust beneficiaries or trustees who are either plaintiffs or defendants.

Mr. Mackenzie's area of specialty is in the field of Trust & Estate Administrative Practices and Procedures. He has 45 years of fiduciary experience including a 32 year career for a major Bank Trust Department. During his last five years of his banking career he was its Chief Fiduciary Officer responsible for policy and procedures. Since his retirement he has consulted for a number of bank trust departments and trust beneficiaries and has consulted or testified in various trust litigation cases.
9/9/2009 · Securities
Brief Summary of California Prudent Investor Act, Uniform Principal & Income Act, unitrust conversion provisions and DNI
The Prudent Investor Act introduced new standards for investment performance. It de-emphasizes the importance of accounting income and instead measures a trustee's performance in terms of total return (income plus growth) to the trust portfolio.