Valuation Services / Trust Disputes

Trust Disputes

Trusts with multiple beneficiaries need to balance the objectives of the various beneficiaries. When funds are mismanaged and investment objectives are not properly followed, one or more of the beneficiaries may receive a diminished payout. SLCG uses Monte Carlo simulations to determine how a specific investment strategy will affect the distributions to income beneficiaries and remainder beneficiaries. The simulations allow SLCG experts to take into account the income beneficiary’s age, different distribution plans, and the risk and return of the investment portfolio.

Our Valuation Experts

Technical expertise and extensive litigation experience allow SLCG professionals to assist parties involved in complex commercial litigation. Litigation involving breach of contract, business interruption, and other commercial disputes generally require the participation of expert economists at all phases of the legal process.

SLCG professionals have extensive experience in all aspects of these types of commercial litigation. In addition, SLCG provides valuation services for marital dissolutions, partial interests of trusts, and business valuations outside of litigation.