Dispute Resolution

Mediation | Expert Witness

Mediation

Mediation is an important and effective alternative dispute resolution method for resolving issues in as close to a win-win situation as possible.

Peter J. Conlon, Jr. is a trained mediator and since 1990 he has mediated cases including: contract disputes, personal injury, employment, securities and multiparty cross claims. In 1994, Peter J. Conlon, Jr. became qualified as an arbitrator and since then has heard cases involving employment, securities and state usury issues. Peter J. Conlon, Jr. is on the arbitrator and mediator panel for FINRA (formerly NASD/NYSE).

Conlon Financial Advisors & Associates' offices are designed to handle cases involving a limited number of parties, and offer a comfortable environment to solve your disputed issues.

Mediation Fee Schedule

Administrative Fee: There is a one-time non-refundable fee of $150, usually shared by the parties, or an amount equal to $50 per party if there are three or more parties. This fee is payable at the time of scheduling. The mediation is not confirmed until the fee is received.

Rates: An hourly rate of $250 per hour is charged with a four hour minimum. Fees are typically shared by all parties or in accordance with any prior agreement or court order. Payment of fee is due at the first session.

Travel: Parties will be charged for out-of-pocket expenses for travel outside the Dallas and Tarrant County area (hotel, airfare, mileage, etc.).

Mediation Links

• Texas Association of Mediators - www.txmediator.org
• Tarrant County Association of Mediators - www.tcamediators.org

Expert Witness

Peter J. Conlon, Jr. is a Financial Advisor with over 30 years of academic, military, industrial and financial experience. He provides expert testimony or consulting services for cases, both plaintiff and defense, involving life insurance, securities, investments and standards of practice. Peter J. Conlon, Jr. has expertise regarding fiduciary standards, ERISA, IRS and FINRA standards with regard to suitability, account management, churning and misrepresentation.

Peter J. Conlon, Jr. reviews cases to assist clients in determining a course of action, and assists legal counsel in preparing for mediation, arbitration or trial.

Expert Witness Fee Schedule

Flat Fee: $200 flat fee for review of case materials to determine if Conlon Financial Advisors & Associates is able to work on the case (i.e. clear for conflict of interest, etc.).

Retainer: $1,000 retainer fee for the case.

Hourly Rate: $200 per hour for case research and preparation of opinion with a 5-hour minimum, which is billed against retainer. The remaining fee balance is due upon completion of work.

Depositions: $250 per hour with a two hour minimum.

Appearance: $250 per hour with a four hour minimum for appearance at Mediation, Arbitration or Trial.

Travel: Parties will be charged for out-of-pocket expenses for travel outside the Dallas and Tarrant County area (hotel, airfare, mileage, etc.).

Billing: Retainer is due prior to review of case materials. Hourly rate billed against retainer. Balances billed and due as accrued.

All outstanding fees due prior to any testimony or deposition.

Expert Witness Link

Laws Online - www.lawsonline.com

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