The complexity of life insurance puts many litigators at a disadvantage when disputes reach the stage of legal action. Special rules often apply if policies are part of a retirement plan or other tax-favored entity. Even the methods of paying for life insurance—especially split-dollar and outside premium financing—can affect an outcome. Tax implications are another factor.
In many situations, the plan the client bought or the manner in which he purchased it was inappropriate. In other cases, the right product was sold in the right way but the purchaser was still unhappy.
Lance Wallach is one of few professionals who knows how these pieces work both alone and in conjunction with estate and financial planning. He wrote the book on life insurance that accountants and financial planners read to prepare for CPA certification. Lance uses his expert knowledge and vast experience to offer advice, opinions, and testimony to attorneys, accountants, and other individuals facing life insurance litigation.
Lance Wallach's side has never lost a case. Contact Lance Wallach now to give your case the edge it needs.
Expert Witness Lance Wallach is the nation's Leading Expert on captive insurance--419 Plans, Section 79 Plans, and 412(i) plans. His expertise also includes IRS audits, other life insurance issues, Form 8886 filing, listed transactions, and material adviser issues. Disability Advocacy We have also worked with attorneys representing policy owners in litigation against major disability insurers. Disability insurance is supposed to provide assistance to the insured when income is interrupted or terminated due to an illness or accident.
Proven Experience No case where Lance Wallach has served as an expert witness has been lost. His expertise provides crucial evidence in IRS and tax litigation.
Experience Ex- IRS Agents Attorneys How an Expert Witness Can Help Lance Wallach's Office is nationally recognized for its expertise in retirement and pension plans. Lance was one of the first experts to speak out against captive insurance plans and his work has appeared in many nationally renowned publications. He has provided consult to federal government officials and upper-level management of Fortune 500 companies on insurance plans and employee benefits.
Litigation Support
There are many ways an expert witness can help individuals and lawyers with cases. Some components of our litigation support services include: Litigation Consulting Case Evaluation Evidence Review and Forensic Analysis Complaint, Petition, and Response Preparation Research Damage Calculations Expert Declarations and Affadavits Exhibits for Settlement Conference, Mediation, and Trial Active Litigation: Rebuttal Witness Deposition Arbitration and Trial Testimony Reports The services an expert witness provides are dependent upon the point legal proceedings are at when the expert witness is called. The earlier in the process, the more an expert can help. Lance's expertise has prevented many cases from going to trial and ensured better outcomes for many clients.
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Insurance Expert Witness
The complexity of life insurance puts many litigators at a disadvantage when disputes reach the stage of legal action. Special rules often apply if policies are part of a retirement plan or other tax-favored entity. Even the methods of paying for life insurance—especially split-dollar and outside premium financing—can affect an outcome. Tax implications are another factor.
In many situations, the plan the client bought or the manner in which he purchased it was inappropriate. In other cases, the right product was sold in the right way but the purchaser was still unhappy.
Lance Wallach is one of few professionals who knows how these pieces work both alone and in conjunction with estate and financial planning. He wrote the book on life insurance that accountants and financial planners read to prepare for CPA certification. Lance uses his expert knowledge and vast experience to offer advice, opinions, and testimony to attorneys, accountants, and other individuals facing life insurance litigation.
Lance Wallach's side has never lost a case. Contact Lance Wallach now to give your case the edge it needs.
Expert Witness
Lance Wallach is the nation's Leading Expert on captive insurance--419 Plans, Section 79 Plans, and 412(i) plans. His expertise also includes IRS audits, other life insurance issues, Form 8886 filing, listed transactions, and material adviser issues.
Disability Advocacy
We have also worked with attorneys representing policy owners in litigation against major disability insurers. Disability insurance is supposed to provide assistance to the insured when income is interrupted or terminated due to an illness or accident.
Proven Experience
No case where Lance Wallach has served as an expert witness has been lost. His expertise provides crucial evidence in IRS and tax litigation.
Experience
Ex- IRS Agents
Attorneys
How an Expert Witness Can Help
Lance Wallach's Office is nationally recognized for its expertise in retirement and pension plans. Lance was one of the first experts to speak out against captive insurance plans and his work has appeared in many nationally renowned publications. He has provided consult to federal government officials and upper-level management of Fortune 500 companies on insurance plans and employee benefits.
Litigation Support
There are many ways an expert witness can help individuals and lawyers with cases. Some components of our litigation support services include:
Litigation Consulting
Case Evaluation
Evidence Review and Forensic Analysis
Complaint, Petition, and Response Preparation
Research
Damage Calculations
Expert Declarations and Affadavits
Exhibits for Settlement Conference, Mediation, and Trial
Active Litigation: Rebuttal Witness
Deposition Arbitration and Trial Testimony
Reports
The services an expert witness provides are dependent upon the point legal proceedings are at when the expert witness is called. The earlier in the process, the more an expert can help. Lance's expertise has prevented many cases from going to trial and ensured better outcomes for many clients.