Subj: Testimonial
Date: 4/1/03 6:53:32 PM EST
From: GNHolthus@aol.com
To: Jerry Reiss ASA
During my twenty-five years of practice in the field of marital and family law, I have experienced many changes in this area of practice with perhaps the most significant change being the need for competent and persuasive expert witnesses to address the various issues that confront the marital and family lawyer. As many of you already know, Jerry Reiss, ASA, is an extremely competent and persuasive expert witness for retirement plans. I have presented the testimony of Mr. Reiss in more than one case and did achieve a winning result in each of those cases. However, in addition to utilizing Mr. Reiss as an expert witness in the retirement area, I have found Mr. Reiss to be an invaluable resource in the analysis and legal interpretation of pension language, alimony and related language found in marital settlement agreements. In addition to Mr. Reiss serving as a sounding board for my legal interpretation and "theory of the case" for cases involving these issues, he has never failed to provide an enhancement to the final presentation of my case.
LAW OFFICES OF
SUZANNE FANNON SUMMERLIN, P.A.
2536 CAPITAL MEDICAL BOULEVARD TALLAHASSEE, FLORIDA TELEPHONE(850)656-2288
TELECOPIER (850)656-5589
To Whom It May Concern:
I recently retained Mr. Jerry Reiss, an enrolled actuary, as an expert witness in a divorce case. Although Mr. Reiss had a short amount of time to get up to speed on the case, he provided excellent consultation on issues related to the valuation of a federal pension and the appropriate amount of alimony. Mr. Reiss is a very knowledgeable expert on retirement and pension issues and, especially critical, he is acutely aware of the lawyer's challenges in advocacy. He has an incredible handle on the case law and he can analyze the facts of a divorce case in a clear, concise fashion. I strongly recommend Mr. Reiss to any family law attorney involved in these types of issues.
Sincerely,
Suzanne Fannon Summerlin
Subj: Richardson Appeal
Date: 5/19/05 3:51:22 PM EST
From: tcasper@tampabay.rr.com
To: JerryReissASA
This email is to thank you for your assistance in writing the Initial and Reply Briefs in the Richardson case, 900 So.2d. 656 (Fla 2nd DCA, 2005) Your expertise and insight regarding equitable division of retirement benefits proved invaluable. The client prevailed on all issues raised in the Appeal. Your knowledge of the case law and understanding of retirement benefit issues were the reason for this success. As I advised the trial court issues regarding QDROs and proper division of retirement benefits are extremely complex and often beyond the understanding of the attorneys and judges. Your efforts and commitment to this case are the reasons that we succeeded on the appeal. Had I been able to use your expertise at the trial level I am sure an appeal would not have been necessary. I might also add that your collaboration regarding life insurance as security for payment of alimony was of great value as well.
Once again, thank you for your assistance and best regards.
Thomas D. Casper
Subj: Cochran - testimonial
Date: 7/14/03 3:17:53 PM Eastern Daylight Time
From: HuddlestonPalumb@cs.com
To: JerryReissASA
WOW! What a great Memo Of Law you wrote for me. I explained the issue to you, sent the pleadings and transcripts and you created a masterpiece that defended our position perfectly with all case law and statutes to back it up. I could not have done the work and the amount of research you did for the small amount of money you charged. I definitely will use your services again if the need arises. Thanks again for a job well done.
Sincerely,
Pamela Huddleston, Esq.
Melbourne, FL
I have known Jerry Reiss, a well-recognized actuary and forensic expert witness, for over 15 years. I know him very well and have co-authored with him two articles appearing in the Florida Bar Journal, July 1998 and August 2006. Also, I co-authored with him an article for a national publication, Journal of the American Academy of Matrimonial Lawyers, Winter Edition 1998. Additionally, I have worked with Jerry on several Briefs and have used him in matrimonial cases as an expert witness. Jerry Reiss has an impressive resume and courtroom talent. He has a unique writing talent and has helped many Florida practitioners in briefing complicated legal issues in our appellate Courts. I unhesitatingly recommend him to you as one of the outstanding Florida family law expert witnesses."
Michael R. Walsh Michael R. Walsh Orlando, FL
Subj: Richardson Appeal
Date: 5/19/05 3:51:22 PM EST
From: tcasper@tampabay.rr.com
To: JerryReissASA
This email is to thank you for your assistance in writing the Initial and Reply Briefs in the Richardson case, 900 So.2d. 656 (Fla 2nd DCA, 2005). Your expertise and insight regarding equitable division of retirement benefits proved invaluable.The client prevailed on all issues raised in the Appeal. Your knowledge of the case law and understanding of retirement benefit issues were the reason for this success. As I advised the trial court issues regarding QDROs and proper division of retirement benefits are extremely complex and often beyond the understanding of the attorneys and judges. Your efforts and commitment to this case are the reasons that we succeeded on the appeal. Had I been able to use your expertise at the trial level I am sure an appeal would not have been necessary. I might also add that your collaboration regarding life insurance as security for payment of alimony was
of great value as well.
Once again, thank you for your assistance and best regards.
Thomas D. Casper
To Whom it May Concern:
It is my pleasure to recommend Jerry Reiss, ASA to my fellow lawyers as an expert actuary, especially in the fields of pensions plans and family law. I have a background as a double board certified attorney, in the fields of civil trial law and business litigation. I also have had occasion to use Mr. Reiss’s services for my divorce including appellate issues. Mr. Reiss’ competent insight and persuasiveness have been invaluable to me.
Mr. Reiss is quick to grasp and analyze issues and logically present them. He is enthusiastic, very timely in his work, and can be unrelenting when challenged by the opposition. He both researches and writes well, and is no prima donna, being reachable at most any hour. Mr. Reiss’ professional rates are also very reasonable and you will receive more than your money’s worth.
It is for these reasons that I strongly recommend Mr. Reiss for your consideration as an expert. Should you have any questions, you make contact me at:
Eugene J. O’Neill, Esq.
Gould, Cooksey, Fennell, etc.
979 Beachland Blvd.,
Vero Beach, Florida 32963
772-231-1100
Subj: Cochran - testimonial
Date: 7/14/03 3:17:53 PM EDT
From: HuddlestonPalumb@cs.com
To: JerryReissASA
WOW! What a great Memo Of Law you wrote for me. I explained the issue to you, sent the pleadings and transcripts and you created a masterpiece that defended our position perfectly with all case law and statutes to back it up. I could not have done the work and the amount of research you did for the small amount of money you charged. I will definitely use your services again
if the need arises.
Thanks again for a job well done.
Sincerely,
Pamela Huddleston, Esq.
Melbourne, FL
(Today, Pam Huddleston works in the District Attorney's Office in Knoxville, TN)
----- Original Message -----
From: Jerome Kavulich
To: JerryReissASA@aol.com
Sent: Tuesday, April 01, 2003 4:56 PM
Dear Jerry:
As requested, I would like to take the opportunity to commend you for your work in the Acker case.
(someday, we might actually meet).
Your involvement and dedication to an assignment has been most impressive and appreciated. I found your ability to address issues and concepts and present them in a context to be presented to a court to be extraordinary. In Acker, you were able to take a complex area, i.e. pensions and retirement benefits, pick out the most important points, and present them in a way which I believe will get the attention of the Supreme Court Panel. What also impressed me is your enthusiasm with this endeavor. I know you went "the extra mile."
Please feel free to use this as you may seem fit. In conclusion, I would have no problem with giving nothing more than a stellar recommendation if need be.
Very truly yours,
Jerome Kavulich, Esq.
2655 S LeJuene Road,Ph-1D
Coral Gables, FL 33134-5832
(305) 442-7393
LAWYERS WEEKLY USA
41 West Street Boston, MA 02111
(617) 451-7300 1-800-444 -LAWS
Mr. Jerry Reiss
P.O. Drawer 859
Palm Harbor, FL 34682
Dear Mr. Reiss:
Thank you for your assistance with my article on the California appeals Court decision in In re Shelstead.
Enclosed is a complimentary copy of the issue in which the article appears.
As you know, we are always looking for interesting story ideas- everything from ground breaking cases that you may be involved in to trends in the profession that you think we should be covering.
Please do not hesitate to write or call me if you have any ideas for future stories or any comments on the work
we have done in the past.
Thank you again.
Sincerely yours,
Susan A. Bocamazo
Associate Editor
LAWYERS WEEKLY USA
41 West Street Boston, MA 02111
(617) 451-7300 1-800-444 -LAWS
Mr. Jerry Reiss
P.O. Drawer 859
Palm Harbor, FL 34682
Dear Mr. Reiss:
Thank you for your assistance with my article the California appellate decision Oddino v. Oddino. Enclosed is a complimentary copy of the issue in which the article appears. If you have any comments about the article or the paper generally, please contact me. We are always looking for interesting story ideas- everything from ground breaking cases that you may be involved in to trends in the profession that you think we should be covering. Please do not hesitate to write or call me if you have any ideas for future stories or any comments on the work we have done in the past.
Thank you again.
Sincerely yours,
Susan A. Bocamazo
Associate Editor
LOHMAN & RUDISILL, L.L.C.
Mining Exchange Building
8 South Nevada, Suite 404
Colorado Springs, CO 80903
Telephone: (719) 575-9373
Telecopier: (719) 575-9377
RICHARD V. LOHMAN CATHERINE WOELK-RUDISILL
Frank McGuane, Esq.
McGuane & Malone, P.C.
3773 Cherry Creek North Drive, # 825
Denver, CO 80209
Dear Frank:
Enclosed please find a copy of materials/articles provided by Jerry Reiss in Florida regarding valuation and division of non-vested military pensions. Hopefully the Family Law Section of the Colorado Bar Association can use these materials in preparation of their (amicus)
brief to the supreme court.
By copy of this letter to Mr. Reiss,
I would like to thank him
For his help in this matter.
Sincerely,
LOHMAN & RUDISILL, L.L.C.
Catherine Woelk-Rudisi
LOHMAN & RUDISILL, L.L.C.
Mining Exchange Building
8 South Nevada, Suite 404
Colorado Springs, CO 80903
Telephone: (719) 575-9373
Telecopier: (719) 575-9377
RICHARD V. LOHMAN
CATHERINE WOELK-RUDISILL
Mr. Jerry Reiss
P.O. Box 859
Palm Harbor, FL 34682
Re:In re:the marriage of Hunt
Dear Mr. Reiss:
Enclosed please find a copy of the brief as well as the final opinion herein. Note that our position was successful in Colorado. The author of the brief, Bill Carew, would likely want to write a law review article. Would you be interested
in assisting us with same?
Please contact me with questions, comments and/or concerns.
Sincerely,
LOHMAN & RUDISILL, L.L.C.
Catherine Woelk-Rudisill
LAW OFFICES OF
SUZANNE FANNON SUMMERLIN, P.A.
2536 CAPITAL MEDICAL BLVD TALLAHASSEE, FLORIDA
TELEPHONE(850)656-2288
TELECOPIER (850)656-5589
To Whom It May Concern:
I recently retained Mr. Jerry Reiss, an enrolled actuary, as an expert witness in a divorce case. Although Mr. Reiss had a short amount of time to get up to speed on the case, he provided excellent consultation on issues related to the valuation of a federal pension and the appropriate amount of alimony. Mr. Reiss is a very knowledgeable expert on retirement and pension issues and, especially critical, he is acutely aware of the lawyer's challenges in advocacy. He has an incredible handle on the case law and he can analyze the facts of a divorce case in a clear, concise fashion. I strongly recommend Mr. Reiss to any family law attorney involved in these types of issues.
Sincerely,
Suzanne Fannon Summerlin
Subj: Testimonial
6:53:32 PM EST
From: GNHolthus
To: Jerry Reiss ASA
To Whom it May Concern:
It is my pleasure to recommend
Jerry Reiss, ASA to my fellow lawyers as an expert actuary, especially in the fields of pensions plans and family law. I have a background as a double board certified attorney, in the fields of civil trial law and business litigation. I also have had occasion to use Mr. Reiss’s services for my divorce including appellate issues. Mr. Reiss’ competent insight and persuasiveness
have been invaluable to me.
Mr. Reiss is quick to grasp and analyze issues and logically present them. He is enthusiastic, very timely in his work, and can be unrelenting when challenged by the opposition. He both researches and writes well, and is no prima donna, being reachable at most any hour. Mr. Reiss’ professional rates are also very reasonable
and you will receive
more than your money’s worth.
It is for these reasons that I strongly recommend Mr. Reiss for your consideration as an expert. Should you have any questions, you make contact me at:
Eugene J. O’Neill, Esq.
Gould, Cooksey, Fennell, etc.
979 Beachland Blvd.,
Vero Beach, Florida 32963
772-231-1100
Fletcher & Conner
Counselors and Attorneys at Law
Lyman T. Fletcher Jeffrey A, Conner
Board Certified Marital and Family Law Member of the Florida Bar
American Academy of Matrimonial Lawyers Specializing in Marital & Family Law
To Whomever it May Concern:
I am a Family Law practitioner in Jacksonville, Florida. In the course of my practice, I have had the opportunity to work with Jerry Reiss, an Enrolled Actuary. The issue I had was a relatively new issue regarding the Deferred Retirement Option Plan and how it fits into a past Final Judgment of Dissolution of Marriage which divided a pension. The Final Judgment was entered prior to the enactment
and existence of the
Deferred Retirement Option Program.
Mr. Reiss’ involvement proved to be extremely beneficial. Mr. Reiss was very knowledgeable, as any lawyer, in the area of equitable distribution and retirement plans. I found Mr. Reiss to be very thorough in his preparation and examination of the issue. As there was a large sum of money at stake, the investment in hiring Mr. Reiss was money well spent. I would recommend Mr. Reiss’ services in any case involving valuation and distribution of
retirement assets, particularly if such assets are of significant value.
I appreciate your attention in this matter.
Jeffrey Conner
541 East Monroe Street
Jacksonville, Florida 32202
(904) 353-7733 phone
(904) 353 8255 fax
McCarthy, Summers, Bobko,
Wood, Sawyer & Perry, P.A.
Attorneys At Law
Monterey Triangle
2400 S.E. Federal Highway
4th Floor
Stuart, FL 34994
Tel 772 286-1700
Fax 772 283-1803
Dear Fellow Practitioner:
I have been a civil trial practitioner
for the past 27 years, and I have engaged the services of literally hundreds of experts. Of those experts I retained over the years, there are only a handful of experts I would vigorously endorse. Jerry Reiss is a member of than handful of experts who
I would vigorously endorse.
Mr. Reiss is the only enrolled actuary in our area, and his expertise in that discipline, together with his litigation
support skills, are truly extraordinary.
If you have not already read articles co-authored by Mr. Reiss in the
Florida Bar Journal, as well as the
Family Law Commentator, I would respectfully suggest that you consider doing so. Mr. Reiss’ articles in the Florida Bar Journal have appeared as far back as February and March, 1995, regarding the drafting of QDRO’s. I would suggest reviewing the enclosed of articles. It is my considered opinion that the contents of those articles provide compelling evidence of his understanding and capacity to deal with complex analytical issues. I have utilized Mr. Reiss’ services in the past and will continue to do so in the future, and I would respectfully suggest that you review those articles which he co-authored to determine whether or not his expert services would be appropriate for you in your practice.
Yours truly,
Noel Bobko, Esq.
Michael R. Walsh
Attoney and Counselor at Law
326 North Fern Creek Avenue
Orlando, FL 32803-5498
Telephone (407) 896-9431
Fax (407) 898-2724
Fellow American Academy Of
Matrimonal Lawyers
Certified Family Law Mediator
And Family Law Arbitrator
Florida Bar Certified Marital amd Family Lawyer
To Whom It May Concern:
This letter shall act as an endorsement of Jerry Reiss, P.O. Box 150188,
Altamonte Springs, FL 32751
phone 869-7004 or fax 869-8958.
I have known Jerry for more than five years and can represent to you that he is an excellent pension valuator as well as one who is more adept and skillful in drafting Qualfied Domestic Relations Orders
as I have ever encountered.
I unhesitatingly recommend him to you.
Sincerely,
Michael R. Walsh, Esquire
Miller, Schwartz & Miller, P.A.
Attorney at Law
SheridanHills Professional Plaza
4040 Sheridan Street
Hollywood, FL 33021
____
James Fox Miller Joeseph L. Schwartz** A Matthew Miller* Robert M. Schwartz** Charles Fox Miller***
Post Office Box 7259
Hollywood, Florida 33801-1269
Telephone (954) 962-2000
Dade (305) 6263630
Telcopier (954) 961-2124
*Florida Bar Certified
Marital and Family Law
**Florida Bar Certified
Real Estate Law
*** Also a Member of New York Bar
To Whom It May Concern:
I have known Jerry Reiss, ASA for several years and am familiar with his work in connection with valuation and division of pension and retirement benefits. He is very knowledgeable and thorough in dealing with a subject matter that is extremely complex and fraught with the potential for professional malpractice. In my opinion, he is more than up to the challenge of almost any problem that might arise in connection with valuation and division of these benefits. Thank You Very Much.
Sincerely,
A Matthew Miller
William A CarewAttorney at Law
333 So. Cascade Ave.
Colordao Springs, CO 80903
(719) 475- 7529 FAX (719) 475-7574
To Whom It May Concern:
This letter is written as an endorsement and recommendation of the professional Services of Jerry Reiss, P.O. Box 150188, Altamonte Springs, FL (407) 869-7004.
Mr. Reiss, a professional actuary, has great command of the pension law and ERISA, as well as federal and state case law that governs these retirement plans and welfare issues. As a result, he is uniquely qualified to provide pension plan valuation testimony and QDRO drafting services to family law attorneys and, accordingly, he is rightfully recognized as a leader throughout the United States in the family law area. But that expertise is by no means limited to family law. I personally employed his services to value the economic loss resulting from wrongful termination of a management employee of a major corporation. I found that valuation and his accompanying analysis to be thorough and persuasive, and the overall product to equal the qualility of work that earned him the excellent reputation in the area of family law. I recommend him highly to any attorney that needs help with a pension or welfare plan. This could include a valuation issue, testimony support, ERISA compliance issues, QDRO drafting, or just the valuing of a loss for purposes of litigation. Over the past two years that I have come to know him, I can vouch that he is smart, articulate and, as an additional plus, gets the work done on time. To attorneys that believe that economists best value economic losses in areas of litigation support, I would urge such attorneys consider employing an actuary in the future, such as Mr. Reiss. I stand ready to discuss Mr. Reiss' very fine work product at any time.
Sincerely Yours,
Bill Carew
Law Offices
Marc H. Brawer
7771 West Oakland Park Blvd · Atrium West Building Suite 214· Sunrise, Florida 33351 MARC H. BRAWER OF COUNSEL
FLORIDA AND NEW YORK BAR MICHAEL ROY KAUFMAN
FLORIDA AND NEW YORK BAR MICHAFEL ROY KAUFMAN
BOARD CERTIFIED IN MARITAL AND FAMILY LAW
Telephone (954) 749-0066
Fax (954) 572-0327
CIVIL TRIAL PRACTICE
PERSONAL INJURY AND
WRONGFUL DEATH
To Whom It May Concern:
I have known Jerry Reiss for several years in his capacity as an actuary in regard to pension and valuation benefits,
and the structuring of Qualified Domestic Relations Orders. I can say without hesitation that I do not know anyone who is more knowledgeable than Jerry, in this field. His approach is painstakingly careful, analytical, and he discovers and investigates issues which would not ordinarily occur to the matrimonial practitioner, but which are often of crucial importance. He will also not hesitate to forcefully negotiate with a plan administrator who has made arbitrary or incorrect assumptions concerning the qualification of an order or the interpretation of a plan. I have used no one other than Jerry as an expert in any of my cases involving these matters, since first making his acquaintance.
Sincerely,
Marc H. Brawer, Esquire
KNOX AND GIVENS, P.A.
Attorneys and Counselors at Law
607 West Horatio Street
Tampa, FL 33606
James P. Knox
Board Certified Marital & Family Law
Fellow, American Academy of Matrimonial Lawyers
(813) 254-0034 FAX (813) 254-0891
Stan W. Givens Legal Assistants
Board Certified Marital & Family Law Esther A. Sparks
Fellow, American Academy of Matrimonial Lawyers Paula A Dunigan
Supreme Court Certified Mediator Rubin M. Menendez
John R. Cummings, III
May 7, 1998
Dear Reader:
It is with great regard that I recommend Jerry Reiss to you as a Qualified Domestic Relations Order drafter and a pension valuator. In the past, I have often called upon Jerry's expertise in a number of our divorce cases. I recommend him to you, without reservation.
Sincerely,
James P. Knox
RUBINSTEIN & HOLZ, P.A
FAMILY LAW ATTORNEYS
ALAN J. RUBINSTEIN, JD
Florida Board Certified -Marital & Family
Fellow of the American Academy of Matrimonial Lawyers 1375 Jackson Street, Ste. 304 Fort Myers, FL 33901
Rana Holz JD
Marital & Family Law and Related Appeals
P.O. Drawer 368
Fort Myers, FL 33902
Esta Y. Rubinstein, Certified Legal Assistant Phone (941) 332-3400 Fax (941)332-5078
Jerry Reiss
114 North Florida Avenue
Deland, FL 32720
Dear Jerry:
This letter is to thank you for the excellent work you did in representing my client at trial. You assisted me in finding cases to support my client's position, helped narrow the scope of your trial testimony, and helped me explore cross-examination issues for the opposing expert. This assistance was invaluable not only in explaining the case law supporting our position to the court,
but also in proving our client's case.
As you know, the court was convinced of our client's position and intends to rule in our favor. Once we receive a copy of the court's ruling or filing judgment, we will be pleased to share a copy with you.
As you know, one of the best compliments to the excellent work you did in this case was when opposing counsel asked me for your number so that he could retain you in a subsequent case. This letter is to inform you that I gave him your telephone number as well as my recommendation that you would provide his client with excellent representation in the area of pension valuations. I again thank you for your hard work in this matter, as well as all the hard work that you have undertaken throughout your career to be able to very simply explain to the court what could have been a very complex issue. Should you need any further recommendations, please feel free to call upon me. I look forward to working with you in the future..
Very truly yours,
Rubinstein & Holz, P.A.
For the Firm
McCarthy, Summers, Bobko,
Wood, Sawyer & Perry, P.A.
Attorneys At Law
Monterey Triangle
2400 S.E. Federal Highway
4th Floor
Stuart, FL 34994
Tel 772 286-1700
Fax 772 283-1803
Dear Fellow Practitioner:
I have been a civil trial practitioner for the past 27 years, and I have engaged the services of literally hundreds of experts. Of those experts I retained over the years, there are only a handful of experts I would vigorously endorse. Jerry Reiss is a member of than handful of experts who I would vigorously endorse.
Mr. Reiss is the only enrolled actuary in our area, and his expertise in that discipline, together with his litigation support skills, are truly extraordinary.
If you have not already read articles co-authored by Mr. Reiss in the Florida Bar Journal, as well as the Family Law Commentator, I would respectfully suggest that you consider doing so. Mr. Reiss’ articles in the Florida Bar Journal have appeared as far back as February and March, 1995, regarding the drafting of QDROs. I would suggest reviewing the enclosed of articles. It is my considered opinion that the contents of those articles provide compelling evidence of his understanding and capacity to deal with complex analytical issues. I have utilized Mr. Reiss’ services in the past and will continue to do so in the future, and I would respectfully suggest that you review those articles which he co-authored to determine whether or not his expert services would be appropriate for you in your practice.
Yours truly,
Noel Bobko, Esq.
Attoney and Counselor at Law
326 North Fern Creek Avenue
Orlando, FL 32803-5498
Telephone (407) 896-9431
Fax (407) 898-2724
Fellow American Academy Of
Matrimonal Lawyers
Certified Family Law Mediator
And Family Law Arbitrator
Florida Bar Certified Marital amd Family Lawyer
To Whom It May Concern:
This letter shall act as an endorsement of Jerry Reiss, P.O. Box 150188,
Altamonte Springs, FL 32751
phone 869-7004 or fax 869-8958.
I have known Jerry for more than five years and can represent to you that he is an excellent pension valuator as well as one who is more adept and skillful in drafting Qualified Domestic Relations Orders as I have ever encountered
I unhesitatingly recommend him to you.
Sincerely,
Michael R. Walsh, Esquire
Attorney at Law
SheridanHills Professional Plaza
4040 Sheridan Street
Hollywood, FL 33021
____
James Fox Miller Joeseph L. Schwartz** A Matthew Miller* Robert M. Schwartz** Charles Fox Miller***
Post Office Box 7259
Hollywood, Florida 33801-1269
Telephone (954) 962-2000
Dade (305) 6263630
Telcopier (954) 961-2124
*Florida Bar Certified
Marital and Family Law
**Florida Bar Certified
Real Estate Law
*** Also a Member of New York Bar
To Whom It May Concern:
I have known Jerry Reiss, ASA for several years and am familiar with his work in connection with valuation and division of pension and retirement benefits. He is very knowledgeable and thorough in dealing with a subject matter that is extremely complex and fraught with the potential for professional malpractice. In my opinion, he is more than up to the challenge of almost any problem that might arise in connection with valuation and division of these benefits. Thank You Very Much.
Sincerely,
A Matthew Miller
333 So. Cascade Ave.
Colordao Springs, CO 80903
(719) 475- 7529 FAX (719) 475-7574
To Whom It May Concern:
This letter is written as an endorsement and recommendation of the professional Services of Jerry Reiss, P.O. Box 150188, Altamonte Springs, FL (407) 869-7004.
Mr. Reiss, a professional actuary, has great command of the pension law and ERISA, as well as federal and state case law that governs these retirement plans and welfare issues. As a result, he is uniquely qualified to provide pension plan valuation testimony and QDRO drafting services to family law attorneys and, accordingly, he is rightfully recognized as a leader throughout the United States in the family law area. But that expertise is by no means limited to family law. I personally employed his services to value the economic loss resulting from wrongful termination of a management employee of a major corporation. I found that valuation and his accompanying analysis to be thorough and persuasive, and the overall product to equal the quality of work that earned him the excellent reputation in the area of family law. I recommend him highly to any attorney that needs help with a pension or welfare plan. This could include a valuation issue, testimony support, ERISA compliance issues, QDRO drafting, or just the valuing of a loss for purposes of litigation. Over the past two years that I have come to know him, I can vouch that he is smart, articulate and, as an additional plus, gets the work done on time. To attorneys that believe that economists best value economic losses in areas of litigation support, I would urge such attorneys consider employing an actuary in the future, such as Mr. Reiss. I stand ready to discuss Mr. Reiss' very fine work product at any time.
Sincerely Yours,
Bill Carew
7771 West Oakland Park Blvd · Atrium West Building Suite 214· Sunrise, Florida 33351 MARC H. BRAWER OF COUNSEL
FLORIDA AND NEW YORK BAR MICHAEL ROY KAUFMAN
FLORIDA AND NEW YORK BAR MICHAFEL ROY KAUFMAN
BOARD CERTIFIED IN MARITAL AND FAMILY LAW
Telephone (954) 749-0066
Fax (954) 572-0327
CIVIL TRIAL PRACTICE
PERSONAL INJURY AND
WRONGFUL DEATH
To Whom It May Concern:
I have known Jerry Reiss for several years in his capacity as an actuary in regard to pension and valuation benefits,
and the structuring of Qualified Domestic Relations Orders. I can say without hesitation that I do not know anyone who is more knowledgeable than Jerry, in this field. His approach is painstakingly careful, analytical, and he discovers and investigates issues which would not ordinarily occur to the matrimonial practitioner, but which are often of crucial importance. He will also not hesitate to forcefully negotiate with a plan administrator who has made arbitrary or incorrect assumptions concerning the qualification of an order or the interpretation of a plan. I have used no one other than Jerry as an expert in any of my cases involving these matters, since first making his acquaintance.
Sincerely,
Marc H. Brawer, Esquire
Gerald C. Surfus
Attorney at Law
GeraldSurfus Diane L. Such
BoardCertified Office Manager Marital & Family Law
Daphine Jo Kicklighter
Legal Assistant
Dear Reader
With pleasure, I endorse Jerry Reiss to you in the area of Pensions and QDRO'S. He gets the job done fast and thorough. He always brings out new points to consider along with methods of dealing with them to the client's advantage.
Very truly yours,
Gerald C. Surfus
GCS.dls
2033 Main Street
Suite 405
Sarasota, FL 34137
P.O. Box 49048 Sarasota, FL 34230 (941) 954-4517 (941) 366-3583
Fax (941) 954-3609
Mark A Sessums, of Bartow FL,
Board Certified in Marital & Family Law,
To whom it may concern:
I have used Jerry Reiss to value retirement plans, and to draft QDRO's on several occasions. Jerry has also been able to recommend appropriate language for marital settlement agreements that protect clients' interests relative to the retirement plans. On all occasions, I have found Jerry to be very knowledgeable and insightful on all issues relative to retirement plans. Jerry's advice has literally saved several clients thousands of dollars and was otherwise indispensable. In short, Jerry is a pleasure to know and work with. Jerry is a dedicated professional that delivers a good product at avery economical price. I urge you to use him in all cases in retirement plans.
Please do not hesitate to contact me with any questions you may have in this regard.
Bruce A Christensen, of Miami, FL, Board Certified in Marital & Family Law,
Fellow Marital & Family Lawyers:
In the past few years I have had to work with Jerry Reiss on several occasions regarding pension and retirement plans. Jerry's work in drafting Qualified Domestic Relations Orders, resolving problems that arise with plan administrators and pension valuations is excellent and I recommend him to you.
John D. Carlson of Talahassee, FL (retired)
To whom it may concern:
It is my pleasure to endorse Jerry Reiss as an actuary for the valuation of pension and retirement benefits. I have used Jerry in both the drafting of Qualified Domestic Relations Orders and Apportionment Orders and as an expert in determining the present value of pension and retirement benefits. Jerry knows his business and is an excellent witness in court.
I would not hesitate to use Jerry and would recommend him to others, except when litigating against my clients.
Ann Kerr of Clearwater, FL, Board Certified in Marital & Family Law, Fellow of the America Academy of Family Lawyers,
Dear Jerry:
Your article called Drafting QDRO'S, Part 1, is very well reasoned and excellently presented. I was very impressed by the article and commend you and Matt
for a job well done.
I hope we will soon find out the results of the QDRO which you drafted for us. (it was approved soon after)
OFFICES OF DANA BOWIE
P.O. BOX 3204
WINTER PARK, FL. 32790
407-834-1121 FAX-407-331-6444
EMAIL: danabowie@dbowielaw.com
WEBSITE: WWW.DBOWIELAW.COM
October 29, 2008
Re: Jerry Reiss
TO WHOM IT MAY CONCERN
This Letter will serve to summarize my recent experience with Jerry Reiss.
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
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
I used Jerry Reiss, an actuary,
not too long ago, and his report and deposition testimony in a sex discrimination in denial of promotion/discharge case was very helpful in enabling me to secure a very good settlement. My female plaintiff was a highly paid individual, and Jerry was able to formulate some original and quite impressive theories which translated into expert testimony. One caveat is we did not get to test his innovative theories in court because the case was settled, but I thought they would fly and I guess the defense did too. Jerry has an impressive resume re cases in which he has testified and credentials.
Jesse Hogg
Coral Gables, FL
William A Carew Attorney at Law
333 So. Cascade Ave.
Colorado Springs, Colorado 80903
(719) 475- 7529 FAX (719) 475-7574
To Whom It May Concern:
This letter is written as an endorsement and recommendation of the
Professional Services of Jerry Reiss,
P.O. Box 150188
Altamonte Springs, FL
(407) 869-7004.
Mr. Reiss, a professional actuary, has great command of the pension law and ERISA, as well as federal and state case law that governs these retirement plans and welfare issues. As a result, he is uniquely qualified to provide pension plan valuation testimony and QDRO drafting services to family law attorneys and, accordingly, he is rightfully recognized as a leader throughout the United States in the family law area. But that expertise is by no means limited to family law. I personally employed his services to value the economic loss resulting from wrongful termination of a management employee of a major corporation. I found that valuation and his accompanying analysis to be thorough and persuasive, and the overall product to equal the quality of work that earned him the excellent reputation in the area of family law. I recommend him highly to any attorney that needs help with a pension or welfare plan. This could include a valuation issue, testimony support, ERISA compliance issues, QDRO drafting, or just the valuing of a loss for purposes of litigation. Over the past two years that I have come to know him, I can vouch that he is smart, articulate and, as an additional plus, gets the work done on time. To attorneys that believe that economists best value economic losses in areas of litigation support, I would urge such attorneys consider employing an actuary in the future, such as Mr. Reiss.
I stand ready to discuss Mr. Reiss'
very fine work product at any time.
Sincerely Yours,
Bill Carew
Werner & Hough Attorneys at Law
301 South Weber Street
Colorado Springs, CO 80903
(719) 473-4883 (719) 473-5993 (Fax)
To: Jerry Reiss
From: Steven M. Werner
Re: Pauline {XXXX} Litigation
Dear Jerry:
The results of the trial, completed yesterday afternoon are: The Defendants were found to have defamed (our client) and committed the tort of willful infliction of mental
and emotional distress upon her.
Damages awarded: $600,000 + interest of 8% from the date of the offensive conduct + court costs. Many thanks. Your testimony was extremely helpful, professional and instrumental in the favorable result. Hope to work with you again in the future.
Sincerely,
Steve Werner
Subj: letter of recommendation
11:58:13 AM EDT From: ml@addicottlaw.com (Michael Addicott)
To: JerryReissASA@aol.com (Jerry Reiss) CC: sari@addicottlaw.com (Sari Addicott)
As a board certified business litigator and marital and family law attorney, I do not hesitate in recommending the services of Jerry Reiss, ASA. His knowledge, thorough preparation and demeanor as an expert witness were instrumental in the successful result reached in a very contested and complicated case. He presented himself as a highly credible, persuasive and authoritative. Without going into the details of the case, some of the issues included administration of a pension plan, labor law, transfer of assets and projection of investment earnings. It is hard to find an expert witness who fits all of the requirements that we as litigators seek.
Mr. Reiss is able to quickly grasp the facts of a matter, research the issues he spots, remain independent, charge reasonably for services, and testify with competence of facts and the law in his area of expertise. If anyone needs further detail on the value of his services, I can be contacted at
(954) 962-2526.
Sincerely,
Michael L. Addicott,
Addicott & Addicott, P.A.,
450 North Park Road, Suite 805
Hollywood, FL
William A CarewAttorney at Law
333 So. Cascade Ave.
Colorado Springs, Colorado 80903
(719) 475- 7529 FAX (719) 475-7574
To Whom It May Concern:
This letter is written as an endorsement and recommendation of the professional Services of Jerry Reiss,
P.O. Box 150188
Altamonte Springs, FL
(407) 869-7004.
Mr. Reiss, a professional actuary, has great command of the pension law and ERISA, as well as federal and state case law that governs these retirement plans and welfare issues. As a result, he is uniquely qualified to provide pension plan valuation testimony and QDRO drafting services to family law attorneys and, accordingly, he is rightfully recognized as a leader throughout the United States in the family law area. But that expertise is by no means limited to family law. I personally employed his services to value the economic loss resulting from wrongful termination of a management employee of a major corporation. I found that valuation and his accompanying analysis to be thorough and persuasive, and the overall product to equal the quality of work that earned him the excellent reputation in the area of family law. I recommend him highly to any attorney that needs help with a pension or welfare plan. This could include a valuation issue, testimony support, ERISA compliance issues, QDRO drafting, or just the valuing of a loss for purposes of litigation.
Over the past two years that I have come to know him, I can vouch that he is smart, articulate and, as an additional plus, gets the work done on time. To attorneys that believe that economists best value economic losses in areas of litigation support, I would urge such attorneys consider employing an actuary in the future, such as Mr. Reiss. I stand ready to discuss Mr. Reiss' very fine work product at any time.
Sincerely Yours,
Bill Carew
From: steve@familylawfla.com (Steve)
Congratulations On a Job Well Done!
Steven Thompson (of Fort Myers) writes:
I thought you did an excellent job of explaining a complicated area of pension law in a memorandum to be used in a
trial brief on a case in Lee County. The memorandum was well done and displayed an extraordinary knowledge of the nuances of pension law in Florida and its many ambiguous areas. I greatly appreciated your help in explaining the law to the court in that case in a way that made clear to the court the choices it had to make to resolve the dispute. Great job!
Steven Thompson
Board Certified, Family Law
4/12/2010
"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.
401 N. Mills Avenue, Suite A
Orlando, FL 32803
(407) 425-3591 Ext. 403
Facsimile: (407) 841-8171
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