leslie perlman

Leslie Canfield Perlman

Groudbreaking ERISA Cases.
ERISA Litigation Counsel
US Department of Labor (retired)

chuck wert

Charles E. Wert

Independent Fiduciary Industry Pioneer & Trust Bank Founder

  • Consulting, Pre-litigation and trial
  • Expert witness reports, depositions, and trial testimony
  • Mediation, Post-trial negotiations and settlements
  • Complex transactions involving company stock and non-traditional assets
  • Review of prudence of administrative and financial decision making by fiduciaries
  • Duties required for review and reliance on valuations, selection of valuation advisors, both with inside and independent valuation firms
  • Review of actions of fiduciaries for compliance with ERISA
  • Fiduciary best practices
  • Alternative investment solutions