Sample Expert Witness Engagements

Wertlieb Law Corp provides expert witness and consulting services to parties or their attorneys in litigation and arbitration matters. The two primary areas of focus of Wertlieb Law Corp are: disputes involving business transactions and corporate governance; and cases involving attorney malpractice and attorney ethics. Mr. Wertlieb has served as an expert witness or expert consultant in over two dozen disputes.

Disputes Involving Business Transactions and Corporate Governance

  • Retained as an expert on venture capital investment structures and documentation in a criminal matter; United States District Court, Northern District of California (2017 – Present)
  • Retained as an expert on the enforceability of license agreements under California law; Tax Court of Canada (2017 – Present)
  • Retained as an expert on California law applicable to contract interpretation and enforcement of contractual remedies; Supreme Court of British Columbia, Canada (2017 – Present)
  • Retained as an expert on successor liability in connection with acquisition transactions; Multiple Arbitration Actions in Numerous Locations (2017)
  • Retained as an expert on fiduciary duties and corporate governance and standard of care; Superior Court of the State of California, Los Angeles County (2016 – 2017)
  • Retained as an expert on the standard of care applicable to directors and officers; Superior Court of the State of California, Los Angeles County (2016 – Present)
  • Retained by the Federal Public Defender’s Office in a criminal matter; identified as an expert on certain corporate matters; United States District Court, Central District of California (2015 – 2017)
  • Retained in divorce proceeding as an expert on corporate governance; Superior Court of the State of California, Orange County (2014 – 2015)
  • Retained by the Federal Public Defender’s Office in a criminal matter; identified as an expert on certain corporate and securities law matters; United States District Court, Central District of California (2014)
  • Designated by a corporation and certain of its directors as an expert on securities offerings and fiduciary duties; Superior Court of the State of California, Santa Barbara County (2014)
  • Retained on behalf of a party to an M&A transaction as an expert on acquisitions; Arbitration, Orange County (2012 – 2015)
  • Retained by the seller of a business as an expert on acquisition transactions and covenants to not compete; Arbitration, San Diego (2010 – 2013)
  • Retained by the seller of a business as an expert on the structure of acquisition transactions; Arbitration, Sacramento (2009)

Disputes Involving Attorney Malpractice and Attorney Ethics

  • Retained as an expert on the standard of care applicable to corporate attorneys; Superior Court of the State of California for the County of San Diego, North County District (2017 – Present)
  • Retained as an expert on attorney standard of care; Superior Court of the State of California, Los Angeles County (2017 – Present)
  • Retained as an expert on the standard of care applicable to M&A attorneys; Florida Circuit Court, Palm Beach County (2017 – Present)
  • Retained as an expert on the standard of care applicable to transactional attorneys specializing in mergers and acquisitions; United States District Court, Eastern District of Kentucky (2017 – Present)
  • Retained as an expert on fiduciary duties and the standard of care applicable to transactional attorneys; United States District Court, Northern District of California (2017 – Present)
  • Retained as an expert on the standard of care applicable to transactional attorneys; Superior Court of the State of California, Orange County (2017)
  • Designated as an expert on the standard of care applicable to corporate attorneys; Superior Court of the State of California, Orange County (2016 – 2017)
  • Retained on behalf of a law firm as an expert on securities law and standard of care; Superior Court of the State of Arizona, Maricopa County (2015 – 2017)
  • Designated as an expert on attorney ethical duties and the California Rules of Professional Conduct; Superior Court of the State of California, Orange County (2015 – Present)
  • Designated on behalf of a law firm as an expert on securities offerings and related disclosures; Superior Court of the State of California, Los Angeles County (2014 – 2015)
  • Retained on behalf of three law firms as an expert on certain corporate matters, including fiduciary duties, corporate governance and securities law compliance; Florida Circuit Court, Palm Beach County (2013 – 2017)
  • Retained on behalf of a law firm as an expert on investment transactions; Superior Court of the State of California, Alameda County (2013 – Present)
  • Retained on behalf of a law firm as an expert on securities offerings; Superior Court of the State of California, Orange County (2012)
  • Retained on behalf of a law firm as an expert on the standard of care in complicated transactions in the telecommunications industry; United States District Court, Central District of California, Southern Division, Orange County (2008 – 2009)