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    Harold "Trey" Fairman III

    AIF®, J.D., LL.M.

    Description

    I am a retirement plan and insurance expert uniquely qualified with decades of experience in the high-net-worth insurance and financial institution marketplace. I provide consulting and expert witness services regarding complex financial and insurance litigation matters to plaintiff and defense attorneys, as well as bank and investment company legal departments. I am experienced as a tax planner and an insurance broker in the high-net-worth market, with a focus on sophisticated life insurance and life settlement transactions. I am available for cases involving: Life Insurance (term, whole, universal, indexed, variable), Insurance Premium Financing, Inforce Insurance Policy Review / Policy Lapse, Life Insurance Settlements, Trust Owned Life Insurance ("TOLI"), Insurance Agent Standard of Care, Premium Financed Indexed Universal Life ("IUL") Insurance, Stranger Originated Life Insurance (aka "STOLI" and "IOLI"), 401(k) Fiduciary Oversight / Prudent Process, Disability Insurance and Business Owner Planning, Long Term Care Insurance, and FINRA Arbitrations.

    State(s) licensure(s):
    Location
    Closed
    Open hours today: 9:00 AM - 5:00 PM

    • Monday

      9:00 AM - 5:00 PM

    • Tuesday

      9:00 AM - 5:00 PM

    • Wednesday

      9:00 AM - 5:00 PM

    • Thursday

      9:00 AM - 5:00 PM

    • Friday

      9:00 AM - 5:00 PM

    • Saturday

      Closed

    • Sunday

      Closed

      • April 14, 2026 6:52 AM local time

    Contact Expert Now
    Overview
    • Education
      Bachelor of Science in Business Administration, University of Delaware; Juris Doctor, University of San Diego School of Law; Masters of Laws in Taxation, University of San Diego School of Law
    • Years in Practice
      20 to 30 years
    • Tags
      Civil Litigation, Criminal Litigation, Death investigation, Forensic Expert, Remote consultation, Virtual evaluation, Willing to travel, Workers compensation
    • Number of Times Deposed/Testified in Last 5 Years
      5 to 10 depositions/testimonies

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