EXPERIENCE

Simon has testified as an expert at trials, depositions and arbitrations in the following matters:

  • Austin v. Miller, San Diego County (CA) Superior Court case number GIN 045789 (deposition and trial testimony on behalf of defendant)
  • In Re Alice George Dawson Trust (AKA Debbie George v. Northern Trust), Los Angeles County (CA) Superior Court case number YP005904 (trial testimony on behalf of plaintiff)
  • In the Matter of the Trust Under the Will of Edward H. Heller, San Francisco County (CA) Superior Court case number PCN-03-285016 (deposition testimony on behalf of defendant)
  • Kathryn Ann George v. David Peachin, Pima County (AZ) Superior Court case number CV 20033685 (deposition testimony on behalf of defendant)
  • Trikilis v. Page, Los Angeles County (CA) Superior Court case number 105- 2003-385 SS (NASD No. BC273009) (arbitration testimony and consulting services on behalf of plaintiff)
  • Charles Miller, Trustee, et al., v. Sena Weller Rohs Williams, LLC, et al., Court of Common Pleas, Hamilton County, Ohio, case number A0911952 (deposition testimony on behalf of plaintiff)
  • William G. Duncan, Jr., et al. v. National City Bank of Kentucky, Jefferson Circuit Court, Division Thirteen (Louisville, KY), case number 07-CI-010832 (deposition testimony services on behalf of defendant)
  • In the Matter of Declaration of Trust of Carol Lynn Farmer, Orange County (CA) Superior Court, Central Justice Center, case number 30201500784792- PR-TR-CJC (deposition testimony on behalf of respondent)