Legal Malpractice Consultants: 7

David Ostrove, A Professional Corporation, is dedicated to representing individuals, businesses, and professionals with complex areas of the law including Tax and Accounting. Principal, David Ostrove, JD, CPA (Inactive), brings over 50 years of experience to his practice.

Mr. Ostrove is a certified specialist in Taxation Law, certified by the California Board of Legal Specialization of the State Bar of California since 1975. Mr. Ostrove is also a California Certified Public Accountant since 1957 and a California Lawyer since 1960. His firm specializes in the areas of:

• 
  
• Tax Law
• Probate and Trust Administration or Litigation, including Contested Inheritances
• Estate Planning
• Complex Business Litigation, Mergers and Acquisitions, Corporate Dissolutions
• Notary Law
• Malpractice Defense for Attorneys and Accountants

In addition to his private practice as an attorney, Mr. Ostrove has been a Professor of Law and Accounting at Southwestern Law School in Los Angeles for 40 years. He is a Past President of the American Association of Attorneys-Certified Public Accountants and a Fellow of the American College of Forensic Examiners. 

David Ostrove has authored numerous books on topics within his field of expertise including, "Advanced Corporate Tax Problems"; "Fiduciary Accounting For Estates And Trusts"; "Forensic Accounting" (2 Volumes); "California Community Property - What The CPA must Know"; "Analyzing Financial Statements After Enron - What The Lawyer Must Know"; and "Accounting and Auditing For Trusts & Estates (DVD)." He is a lecturer for the California CPA Foundation, California Continuing Education Of The Bar (CEB), and the Arizona CPA Society.

View David Ostrove's Expert Witness Profile.

Mitch Jackson is a master communicator, lawyer and private mediator with over three decades of experience in the private sector. He's personally tried more than 70 trials and has a consistent track record of obtaining and negotiating numerous million-dollar verdicts and settlements, Mitch brings a massive amount of expertise to every case and matter he handles. He's served as a Judge Pro Tem with the Orange County Superior Court and fees mediator with the Orange County Bar Association.

Mitch’s accolades speak volumes: he’s an “AV” rated lawyer, the highest independent peer honor for ability and ethics by Martindale-Hubbell. He’s also been named California Litigation Lawyer of the Year in 2013 and Orange County Trial Lawyer of the Year in 2009.

When he's not in the courtroom or successfully mediating a resolution to a dispute, Mitch is on the move—traveling, speaking at conferences, and sharing insights through his blog and books. He’s written and co-written several notable works, including:

"AI in Law- Revolutionizing Your Legal Practice with Innovative Strategies and Tools" (click to read)

"Mastering The Art of Negotiation- Insider Secrets for Business Owners, Entrepreneurs, and Professionals"

"The Mediator's Handbook: Turning Conflict into Collaboration"

"From Courtroom to Boardroom: A Trial Lawyer's Guide to Winning Negotiations!"

"How to Create AI, Web3, and Metaverse Branding and Licensing Opportunities"

"The Web3, Metaverse, and AI Handbook"

"From AI to Blockchain: 14 Technology Trends Every Lawyer Must Know!"

"The Ultimate Guide to Social Media for Business Owners, Professionals, and Entrepreneurs"

Mitch’s influence extends beyond the legal field. He’s twice graced the stage at the Tony Robbins Business Mastery Event, captivating audiences of thousands. As a consulting expert in Sue Scheff’s "Shame Nation" and a contributing author to California’s Continuing Education of the Bar (CEB) in "Effective Introduction of Evidence in California - Chapter 54 Electronic and Social Media Evidence," Mitch is a sought-after thought leader.

Stay connected with Mitch on LinkedIn and explore more of his work at his blog mitchjackson.com

Attorney, Lawrence H. Jacobson received his Bachelor's degree in political science in 1964 from U.C.L.A and his Juris Doctorate in 1967 from the U.C.L.A. School of Law. While at the U.C.L.A. School of Law, Mr. Jacobson was a senior editor of the U.C.L.A. Law Review and graduated as a member of the Order of the Coif. 

Mr. Jacobson is the former Vice-President of Legal Affairs for the California Association of Realtors, legal counsel to several Boards of Realtors, California Counsel to an international real estate brokerage firm, and legal counsel to numerous mortgage brokerage firms and related real estate service providers. He is also a Past President of the Beverly Hills Bar Association. He has served as a judge pro tem for the Los Angeles and Beverly Hills Municipal Court Systems as well as having been an adjunct professor of law in the area of real estate secured transactions and administrative law, earning a lifetime Community College Instructor Credential in the area of Law.

Legal Practice - In his 50 years of practice, Mr. Jacobson has counseled and represented both private and publically held clients in the following:

• Selection of Business Entities
• Formation and Restructure of Corporations
• Partnerships and Limited Liability Companies
• Purchase and Sale of Business
• Succession Planning
• General Advice on Finance, Employment, Intellectual Property, Taxation, Antitrust, and Securities Laws

Lawrence Jacobson has written and lectured extensively on business, real estate and ethics related matters including having taught for the U.S.C. Broker Development Program and Graduate Realtors Institute of the California Association of Realtors, as well as having lectured for the California Continuing Education of the Bar, and is the recipient of the California Continuing Education of the Bar's 2011 "Spirit of CEB" Award.

View Lawrence Jacobson's Expert Witness Profile.

GRANT D. STIEFEL, ESQ.

• Grant D. Stiefel, Esq. is a nationally-recognized, full time attorney fee consultant, testifying expert and the principal of Litigation Limited, a boutique legal fee consulting firm
• Mr. Stiefel has testified in nearly 100 lawsuits, including matters in federal district courts, California trial courts, JAMS/AAA arbitrations, the Ninth Circuit Court of Appeals, State Bar courts, and attorney-client fee arbitrations
• He has qualified to testify and has testified live at trials and arbitrations as a designated attorney fee expert
• Mr. Stiefel’s methodology for reviewing, auditing and evaluating legal invoices has been cited, approved and adopted by California state and federal courts
• He has been retained as a testifying attorney fee expert by the world’s largest law firms, including Reed Smith; McDermott Will and Emery; Jones Day; Sheppard Mullin; Sidely Austin; Dykema Gossett; Orrick Herrington & Sutcliffe; and Littler Mendelson, among many others
• Mr. Stiefel is a member of the California State Bar and is unique among fee experts in that he practiced law for many years at two of the world’s largest law firms (Akin Gump and K&L Gates)
• Mr. Stiefel has managed a multi-billion dollar litigation portfolio and has audited hundreds of millions of dollars in legal fees from law firms nationwide since 2008 
• He has developed and implemented outside counsel billing and case management guidelines for Fortune 500 corporations
• He is a California State Bar-approved continuing legal education instructor on attorneys’ fees who has trained hundreds of executives and in-house counsel from a host of Fortune 500 corporations
• Mr. Stiefel is qualified as an attorney-client fee dispute arbitrator with the California State Bar’s Mandatory Fee Arbitration program and as a judge pro tem with the California Superior Court for the County of Los Angeles

SAMPLE ENGAGEMENTS

• Grant Stiefel was the testifying fee expert on a series of fee applications by class counsel in Jones v. Wells Fargo, on behalf of aggrieved California consumers in the first consumer class action brought under the Unruh Act.  Relying upon Mr. Stiefel's testimony regarding the reasonableness of hourly rates and overall work performed, the trial court awarded more than $25 million in attorneys' fees to class counsel
• The district court for the Central District of California adopted and approved Mr. Stiefel's methodology for identifying and quantifying block-billed, vague and redacted billing entries in cutting Plaintiff's fee request by more than sixty percent in CNS v. Planet, from $4.8 million to $1.9 million
• In Vides v. ABM Janitorial Services, the trial court reduced Plaintiff's fee request in a FEHA action by over $1 million based upon Grant Stiefel's expert testimony.  Plaintiff moved for an award of $1,578,232.50 in attorneys' fees, which the trial court reduced to $544,183.12.  Mr. Stiefel's testimony showed that the hourly rates claimed by Plaintiff's counsel were unreasonable under the circumstances, that excessive time was spent on inter-office communications, and that the matter was overstaffed

LITIGATION LIMITED 3377 W. Clyde Place Denver, CO 80211 (424) 223-8252

"Grant Stiefel draws on his experience as a big firm trial lawyer to help companies save on outside legal fees." -- NALFA (National Association of Legal Fee Analysis) “Mr. Stiefel’s qualifications as a testifying fee expert cannot seriously be in dispute.” Hon. Michael Paul Lindfield, Los Angeles County Superior Court (Trial Proceedings, February 14, 2014)

View Grant Stiefel's Expert Witness Profile.

Muñoz Dispute Resolution (MDR) provides individualized, personal Mediation, Arbitration, and Dispute Resolution Services for lawyers and their respective clients and principals that national firms cannot provide. MDR drills down on key issues and potential obstacles that may impact the efficient resolution of each case.

MDR can comfortably accommodate multi-party cases and are available to travel both within and outside California. They also have the expertise to confidentially and privately accommodate any resolution using virtual technology.

MEDIATION EXPERTISE:

• Professional Liability - Lawyers (legal malpractice, breach of fiduciary duty, and attorney-client fee disputes), Real Estate Brokers /Agents / Appraisers, Architect and Engineers, Accountants, Medical, Fiduciaries
• Employment - Harassment, Discrimination, Retaliation, Wage / Hour, PAGA
• Probate / Trust Litigation
• Personal injury - Dog bite, Premises liability, Construction Injury, Automobile / Trucking / Motorcycle accidents, Catastrophic Injury / Wrongful Death, Products liability
• Miscellaneous Torts - Defamation, Malicious Prosecution, Lemon Law

ARBITRATION EXPERTISE:

• Professional Liability - Lawyers (legal malpractice, breach of fiduciary duty, and attorney-client fee disputes), Real Estate Brokers / Agents / Appraisers, Architect and Engineers, Accountants, Medical, Fiduciaries
• Employment - Harassment, Discrimination, Retaliation, Wage / Hour Disputes, PAGA

DISCOVERY REFEREE - MDR provides discovery referee services for all civil litigation matters, offering the parties an avenue to informally resolve their discovery disputes before resorting to law and motion. If the issue cannot be resolved informally, MDR will entertain discovery motions and make rational and thoughtful findings and recommendations to the court.

William A. Muñoz, Esq., is a Civil Trial Attorney Legal Ethics Expert, and Third-Party Neutral with over 20 years of experience defending attorneys, and other professionals such as architects and engineers, real estate agents/brokers, real estate appraisers, and insurance brokers, as well as defending personal injury, toxic torts, products liability, defamation, wrongful termination / harassment, wage and hour and discrimination claims.

Mr. Muñoz is currently a member of the California State Bar Committee on Professional Responsibility and Conduct (“COPRAC”) where the Committee interprets and issues opinions regarding legal ethics and the California Rules of Professional Conduct. Mr. Muñoz also serves as an arbitrator for the State Bar’s Mandatory Fee Arbitration program.

Mr. Muñoz previously served as the Chair for the Legal Malpractice Law Advisory Commission for the State Bar of California Board of Legal Specialization responsible for preparing and grading the legal malpractice law legal specialization examination as well as assessing the qualifications of potential applicants seeking the legal malpractice specialization designation and recertification.

View William A. Muñoz's Legal Malpractice Expert Witness Profile.

John D. O'Connor has more than 40 years of experience dealing with complex Attorney Fee Disputes. He is a member of the National Association of Legal Fee Analysis (NALFA) and is recognized as one of the top legal fee experts in the country.

Mr. O’Connor has tried over 70 cases in federal and state venues throughout the country, with highly enviable success in complex, contentious disputes. Retained by R.J. Reynolds Tobacco Company as trial counsel in key cases, he has achieved a pretrial dismissal in each concluded action. He has held the highest Martindale-Hubbell “AV” rating for over 25 years, and has consistently been named a “SuperLawyer” by his Northern California peers.

A former Federal Prosecutor, Mr. O’Connor was chosen lead outside counsel in certain S&L crisis litigation, defended a California Attorney General in campaign-related litigation, and successfully represented Golden State Warriors basketball Coach Don Nelson in significant contract claims.

Litigation Support - Since the advent in the late 1980’s of adversarial legal auditing, Mr. O’Connor has served extensively as an expert, litigator, and JAMS mediator throughout the country, analyzing audit criticisms, applying community standards, and construing applicable case law. Through written Declaration and oral testimony, he has consulted on hundreds of adversarial legal fee disputes over three decades. Mr. O'Connor's work has been widely lauded by clients, lawyers, courts, and arbitrators.

Areas of Attorney Fee Dispute Expertise:

• Billing Rates / Overbilling
• Litigation Efficiency
• Task Assignment and Staffing
• Prevailing Party Determination
• Litigation Skill

Attorney, Antonio R. Sarabia II, has 30 years of experience in Consumer Licensing matters (revenue, standards, performance, and breaches), Trademarks, Copyrights, and issues occurring in the Apparel Industry. 

Background Experience - Mr. Sarabia is intimately familiar with the business problems and legal issues fashion companies may face. At the beginning of his apparel industry experience, Mr. Sarabia spent nine years as part of the senior management of Guess?, whose sales grew 400% during a single year. Over the course of his time there, the company transformed from a fad into a mainstay fashion company. Since leaving Guess?, Mr. Sarabia has advised various other apparel companies, from publicly-held companies to fast-growing companies like Earl Jean, to smaller start-up companies. .

Litigation Support - Mr. Sarabia is available to serve as an expert witness, whether through testifying, identifying important or relevant issues, or suggesting discovery in his areas of expertise. His services are available to attorneys for plaintiff and defendant.

Areas of Expertise:

• Licensing: revenue projections, forecasts, standards, performance, breach, selection of licensees, damages
• Intellectual Property: analysis, due diligence, investigations;
• Copyrights:  substantial similarity, originality
• Trademarks: secondary meaning, infringement, dilution, searches, investigations, due diligence, theft, trade dress, counterfeiting, rebuttal on damages
• Apparel Business: contracts, manufacturing (local, abroad), import, export, sales, distribution, apparel copyrights, substantial similarity of apparel lines, theft and protection of designs, rebuttal on damages
• Design Patents: defenses based on lack on originality, identify and analyze obviousness and prior art
• Attorney Malpractice: standards of practice for apparel business lawyers, intellectual property lawyers, and licensing lawyers