Sample Expert Witness Engagements

Wertlieb Law Corp provides expert witness and expert 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, corporate governance and fiduciary duties; and cases involving attorney ethics and attorney malpractice. Mr. Wertlieb has served as an expert witness or expert consultant in dozens of such disputes, including the following:

  • Retained as an expert on attorney professional responsibilities and standard of care; Superior Court of the State of California for the County of San Diego, Central Division
  • Retained as an expert on corporate governance and securities offerings; Arbitration
  • Retained as an expert on M&A transactions; Arbitration
  • Retained as an expert on fiduciary duties; Arbitration
  • Retained as an expert on attorney professional responsibilities and standard of care; Circuit Court for the 17th Judicial Circuit, Broward County, Florida
  • Retained as an expert on attorney ethics; Superior Court of the State of California for the County of Los Angeles, Central District
  • Retained as an expert on duties and obligations of law firm partners; Arbitration, San Diego
  • Retained as an expert on fiduciary duties and attorney standard of care; Arbitration
  • Retained as an expert on fiduciary duties and attorney standard of care; Superior Court of the State of California, County of Los Angeles, Western District
  • Retained as an expert on fiduciary duties; Arbitration, Orange County
  • Retained as an expert on business transactions; United States District Court, Southern District of California
  • Retained as an expert on business transactions; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on attorney ethics and duties; Superior Court of the State of California, County of Orange, Central Justice Center
  • Designated as an expert on acquisition transactions, corporate management and governance, and corporate capitalization; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on attorney ethics, standard of care, and fiduciary duties; Arbitration, Los Angeles
  • Retained as an expert on attorney ethics, standard of care, and fiduciary duties; United States District Court, Eastern District of Pennsylvania
  • Retained as an expert on attorney ethics and duties; Arbitration, Orange County
  • Retained as an expert on attorney standard of care; Mediation, Los Angeles County
  • Retained as an expert on fiduciary duties and acquisition transactions; Superior Court of the State of California, County of Los Angeles, Central District
  • Retained as an expert on attorney ethics; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on standard of care of transactional attorneys; Second Judicial District Court, Bernalillo County, New Mexico
  • Retained as an expert on attorney liens; Supreme Court of British Columbia in Bankruptcy and Insolvency
  • Retained as an expert on attorney duties and venture capital investments; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on attorney duties; Superior Court of the State of California, County of Los Angeles, Central District
  • Retained as an expert on fiduciary duties; Superior Court of the State of California, County of Los Angeles, Central Division
  • Retained as an expert on attorney duties; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on fiduciary duties and contract law; Superior Court of the State of California, County of Riverside
  • Retained as an expert on attorney duties; Arbitration, San Francisco
  • Retained as an expert on private equity funds, contract law, and attorney duties; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on the alter ego doctrine; Superior Court of the State of California, County of Ventura
  • Retained as an expert on attorney duties; Superior Court of the State of California, County of Los Angeles, Central District
  • Retained as an expert on attorney duties; Superior Court of the State California, County of Los Angeles
  • Retained as an expert on attorney standard of care and duties; Superior Court of the State of California, County of Los Angeles, Central Civil West
  • Retained as an expert on attorney standard of care; Arbitration, Los Angeles County
  • Retained as an expert on attorney standard of care and duties; Superior Court of the State of California, County of Los Angeles, Central District
  • Designated as an expert on corporate management and governance, and corporate capitalization; Superior Court of the State of California, County of Los Angeles
  • Retained as an expert on the unauthorized practice of law; Arbitration, Santa Ana
  • Retained as an expert on the obligations of attorneys with respect to client trust accounts; Arbitration, Los Angeles County
  • Retained as an expert on attorney standard of care and duties; Superior Court of the State of California, County of San Francisco
  • Retained as an expert on attorney standard of care and duties; Superior Court of the State of California, County of Los Angeles
  • Designated as an expert on the California Rules of Professional Conduct and other attorney obligations, and on custom and practice related to release agreements; Arbitration, Los Angeles County
  • Retained as an expert on attorney standard of care, fiduciary duties and legal fees; Superior Court of the State of California, County of Orange, Central Justice Center
  • Designated as an expert on the duties and responsibilities of in-house lawyers; Superior Court of the State of California, County of Contra Costa
  • Retained as an expert on attorney duties and responsibilities; Superior Court of the State of California, County of San Diego, North County Division
  • Retained as an expert on corporate governance, fiduciary duties of directors, contract interpretation and shareholder rights; Superior Court of the State of California, Orange County
  • Retained as an expert on standard of care and the duties owed by transactional attorneys; Superior Court of the State of California, County of Los Angeles, West District
  • Retained as an expert on fiduciary duties of corporate officers; Arbitration, Los Angeles County
  • Retained as an expert on standard of care and the duties owed by transactional attorneys; Superior Court of the State of California, Los Angeles County
  • Designated as an expert on corporate formalities, corporate governance and fiduciary duties; Arbitration, Orange County
  • Retained as an expert in M&A transactions and successor liability; FINRA Arbitration, Los Angeles County
  • Designated as an expert on attorney ethics, standard of care and fiduciary duties of directors, and custom and practice relating to corporate formalities; Arbitration, Los Angeles County
  • Retained as an expert on corporate matters; Arbitration, Los Angeles County
  • Retained as an expert on standard of care and ethical responsibilities applicable to corporate and securities attorneys; Superior Court of the State of Arizona, County of Maricopa
  • Retained as an expert on attorney standard of care; Arbitration, Los Angeles County
  • Retained as an expert on standard of care and corporate formalities; Arbitration, Los Angeles County
  • Retained as an expert on the standard of care applicable to corporate attorneys; Superior Court of the State of California, County of San Diego, North County District
  • Retained as an expert on venture capital investment structures and documentation in a criminal matter; United States District Court, Northern District of California
  • Retained as an expert on the standard of care applicable to M&A attorneys; Superior Court of the State of California, County of Los Angeles, Central District
  • Retained as an expert on attorney standard of care; Superior Court of the State of California, Los Angeles County
  • Retained as an expert on the enforceability of license agreements under California law; Tax Court of Canada
  • Retained as an expert on the standard of care applicable to M&A attorneys; Florida Circuit Court, Palm Beach County
  • Retained as an expert on California law applicable to contract interpretation and enforcement of contractual remedies; Supreme Court of British Columbia, Canada
  • 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
  • Retained as an expert on fiduciary duties and the standard of care applicable to transactional attorneys; United States District Court, Northern District of California
  • Retained as an expert on successor liability in connection with acquisition transactions; Multiple Arbitration Actions in Numerous Locations
  • Retained as an expert on the standard of care applicable to transactional attorneys; Superior Court of the State of California, Orange County
  • Retained as an expert on fiduciary duties and corporate governance and standard of care; Superior Court of the State of California, Los Angeles County
  • Retained as an expert on the standard of care applicable to directors and officers; Superior Court of the State of California, Los Angeles County
  • Designated as an expert on the standard of care applicable to corporate attorneys; Superior Court of the State of California, Orange County
  • 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
  • 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
  • Designated as an expert on attorney ethical duties and the California Rules of Professional Conduct; Superior Court of the State of California, Orange County
  • 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
  • Retained in divorce proceeding as an expert on corporate governance; Superior Court of the State of California, Orange County
  • 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
  • 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
  • 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
  • Retained on behalf of a law firm as an expert on investment transactions; Superior Court of the State of California, Alameda County
  • Retained on behalf of a party to an M&A transaction as an expert on acquisitions; Arbitration, Orange County
  • Retained on behalf of a law firm as an expert on securities offerings; Superior Court of the State of California, Orange County
  • Retained by the seller of a business as an expert on acquisition transactions and covenants to not compete; Arbitration, San Diego
  • Retained by the seller of a business as an expert on the structure of acquisition transactions; Arbitration, Sacramento
  • 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