Expert Witness

Trust, probate and real estate disputes

Real Estate Expert Witness for Trust, Probate & Real Estate Disputes

Daniel Taylor brings an unusual combination to litigation: years practicing business and real estate litigation, followed by a career as a broker focused on court-involved and fiduciary real estate sales. He consults and testifies on how property should be valued, marketed and sold — and whether the people responsible for it met the standard expected of them.

Engagements throughout Los Angeles, Orange and San Diego Counties.

Matters We Handle

Trust & Estate Litigation

Whether a trustee, executor or administrator marketed and sold real property reasonably: pricing, exposure, timing, offer handling and the resulting sale price.

Breach of Fiduciary Duty

Analysis of below-market sales, self-dealing allegations, delayed sales and carrying-cost disputes involving estate or trust real estate.

Partition Disputes

Market value, marketing strategy and sale process in co-owner disputes, including the conduct of a partition sale.

Conservatorship Matters

Whether the sale or management of a conservatee’s property served the conservatee’s best interest and met court expectations.

Real Estate Transaction Disputes

Agent and broker standard of care, disclosure practices, listing and marketing conduct, and customary practice in Southern California residential and commercial transactions.

Valuation & Market Conditions

Retrospective market analysis — what a property would likely have sold for at a given date with proper marketing — to support damages analysis.

How We Support Counsel

Case Evaluation

An early, candid review of the real estate issues so counsel can assess strengths and weaknesses before committing to a strategy.

Consulting Expert

Behind-the-scenes support: document review, discovery requests, deposition outlines for opposing experts and brokers.

Reports & Declarations

Clear written opinions grounded in transaction records, market data and customary practice.

Deposition & Trial Testimony

Testimony from a former litigator who understands the rules of evidence, the discovery process and what the trier of fact needs to hear.

Expert Witness FAQs

What does a real estate expert witness do in a trust or probate case?

A real estate expert explains to the court how a property should have been marketed and sold, what it was likely worth, and whether the fiduciary or agent acted consistently with customary practice — helping establish or rebut claims such as a below-market sale or breach of fiduciary duty.

Why does a litigation background matter for an expert witness?

An expert who has practiced litigation understands discovery, depositions and courtroom procedure. That usually means cleaner reports, fewer surprises at deposition and testimony that holds up under cross-examination.

Do you work for both plaintiffs and defendants?

Yes. We evaluate each engagement for conflicts and accept matters where we can give an independent, well-supported opinion.

Discuss a Matter

Send the case caption, parties and a short description of the real estate issues. We’ll run a conflict check and respond promptly. CV available on request.

LA (310) 421-9606 · danieltaylor@compass.com

Work With Us

Estate Representation Perfected

The Aventus Group is an attorney-led, fiduciary-focused real estate team at Compass focusing on the sale of multiple asset types involved in trust, probate, conservatorship, partition, bankruptcy, and receivership administration. We maximize value and limit liability for every principal, fiduciary and attorney we serve.

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