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Expert Witness Services
Are you searching
for an Expert Witness to address litigation or arbitration concerns involving life insurance, accidental
death benefit insurance, disability insurance, annuity contracts, pension plans, welfare benefit plans, tax,
financial planning, elder financial abuse, 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-four 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 Department of the Treasury, Mary brings excellence to Expert Witness
Services.
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Expert Witness Services
Mary's
Expert Witness Services are provided for civil litigation, arbitration, criminal litigation, and administrative law
matters. Mary's Expert Witness Services are delivered in an objective, honest, and consistent manner. These
services include: Litigation Consulting - Evaluation of Potential Litigation
- New Litigation: Affidavit of Merit
- New Litigation:
Certificate of Merit
- Evidence Review and Analysis
- Research
- Damage Calculations
- Reports
- Complaint, Petition, and Response
Preparation Assistance
- Motion for Summary Judgment Preparation
and Response Assistance
- Expert Witness Declarations and Affidavits
- Exhibits for Mediation, Settlement Conference, and Trial
- Mediation Attendance
- Active
Litigation: Rebuttal Witness
- Deposition, Arbitration,
and Trial Testimony
Litigation and Arbitration
Subject Matter Life Insurance Accidental Death Benefit Insurance Disability
Insurance Annuity Contracts §412(e)(3) and §412(i) Defined Benefit Pension Plans §419 Welfare Benefit Plans Pension Plans VEBA Plans Tax Matters Financial Planning Elder Financial Abuse 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, litigation venues, and arbitration 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 United States: National
Class Action Litigation
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For More Information To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Expert
Services Overview with Designated Cases and Testimony, please contact Mary at (925) 979-9972. She looks forward to discussing your concerns and Fouts Financial Group services.
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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
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