ACTUARIAL SERVICES
The legal arena routinely calls upon actuaries to help with complex financial calculations. Because Congress licensed actuaries in ERISA, the federal courts recognize the superior training that actuaries have over accountants and economists with many of these financial calculations.
Mr Reiss’ assistance has been called upon in the following areas (below):
Specific Services
Pension Plan Administration
Pension Trust and Other Valuation Services
Valuation Services (As a damages expert)
o Enrolled Actuarial Services ( #17-3608)
o IRS Filings
o DOL Filings
o PBGC Filings
Valuation Services (As a damages expert)
Pension Trust and Other Valuation Services
Valuation Services (As a damages expert)
o Forensic Actuary
o Employment Law
o Family Law
o ERISA Compliance
o Contract Disputes
o Benefit Disputes
o Estate Planning Calculations
Pension Trust and Other Valuation Services
Pension Trust and Other Valuation Services
Pension Trust and Other Valuation Services
- Related to tax With Profitability
- Retention of Employees
- Creating Work Incentives
- Studies for Solving Business problems
- Enrolled Actuarial Services ( #20-3608)
- Implication of long range objectives
- Design and Implementation of Retirement
ESTATE PLANNING VALUATION SERVICES
Determining Methodology & Assumptions
Pension Trust and Other Valuation Services
Valuing the Life Estate
o With Designing Estate Plans
o In the Medicaid Application ~ “asset protection” under Elder Law
o With Homestead Property (various applications)
o Percentage of Property Exemption under US Sup. Ct Craft ruling
o Valuing the Elective Share (Under F.S. 732.2035)
ESTATE PLANNING VALUATION SERVICES
Determining Methodology & Assumptions
Determining Methodology & Assumptions
Trust Liquidation
o Defined Benefit Plans
o Under IRS jurisdiction
o Under PBGC jurisdiction
o Estate Plan Trusts involving numerous beneficiaries
o Successor Beneficiary Complications
o Joint & continuing Survivorship
Determining Methodology & Assumptions
Determining Methodology & Assumptions
Determining Methodology & Assumptions
o With The Homestead Property Estate
o With IRS lien applications (US Sup. Ct Rogers ruling)
o With IRS lien applications also involving Craft ruling
o In resolving litigation issues
o Interpretation of Certain Contract and Trust Agreements
o Change of Control Clauses involving Mergers & Acquisitions
o In negotiating liquidations for ERISA & Elder Law Applications
o For Determining methodology for liquidation
o Testimony Support for Complicated Financial Implications
Lawyers Testimonial page
"I retained him as a consultant in an elder law matter involving two clients who resided in nursing homes and were applying for Medicaid. There were numerous issues relating to the type of asset which they held and their Medicaid application.
Jerry demonstrated a high degree of proficiency in analyzing the issues and in assisting in the Medicaid application process. His extensive experience in accounting and financial matters helped enormously in untangling the situation and determining how to proceed.
I highly recommend Jerry for further work in this area."
Dana Bowie
Winter Park, FL
"I recently required an actuary to compute the value of various beneficiaries' interests under a terminating trust, and retained Jerry Reiss to assist with same. There were numerous complicating factors in determining the amount of entitlement for each of the current income beneficiaries. Mr. Reiss clearly outlined the methodology he proposed to use prior to beginning the calculations so that most of the parties would be comfortable with same prior to the majority of the work being undertaken. At the conclusion of the assignment, Mr. Reiss provided us with a well reasoned and thorough analysis of the value of all beneficiaries' interest in the trust. I would gladly use Mr. Reiss again as an actuary in a trust matter."
Christopher Jones
Giles & Robinson, P.A.
Orlando, FL
"This email is to thank you for your assistance in writing the Initial and Reply Briefs... The client prevailed on all issues raised in the appeal... Your knowledge of the case law and understanding of retirement benefit issues were the reasons for the success."
Tom Casper
Tampa, FL.
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