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Expert Consultation & Expert Witness Services

The Issues of Later Life are Complex. Knowledge is half the battle.

  • Dr. Stein is available to serve as an Expert Consultant or
    Expert Witness in Civil Cases in the United States.


  • Legal / Forensic Consultation, Record Review and Assessments concerning Psychiatric Issues in Older Adults.

  • Available to serve in Civil Cases for Plaintiff or Defense.



Specializing in Geriatric Psychiatry since 1977

Nationally known for his Clinical Skills and Expertise

Recipient of Multiple Honors & Awards in Geriatric Psychiatry

Board Certified in Psychiatry and in Geriatric Psychiatry

Clinician, Teacher, Lecturer, Author

Engage Dr. Stein as an Expert Consultant and Witness for your case

Frequently Consulted on Legal Matters Involving Psychiatric, Mental, Emotional, Cognitive factors, including but not limited to:

  • Testamentary Capacity.
  • Contested Wills and Trusts.
  • Undue Influence.
  • Competence and Capacity Issues.
  • Financial Elder Abuse.
  • Cognitive Capacity, Alzheimer’s and other Dementias, Delirium, and other memory problem related issues.
  • Mental and Emotional Problems of Older Individuals that may be of concern during a litigation. 
  • Effects and Relationships between Mental and Emotional factors, Medical Conditions.
  • Medication Use in the Elderly.
  • Nursing Home and Assisted Living Facility Issues.
  • Family Disputes involving Older Individuals and their Adult Family Members.
  • Medicare.
  • Psychiatric Hospitalization.

Why Use Dr. Stein for Your Case?

  • Decades of clinical experience working with older people with a wide variety of psychiatric problems and issues and treatments, often with multiple medical co-morbidities, and in a variety of circumstances.

  • Experience working with the elderly in many different clinical settings, including in hospitals, nursing homes and assisted living, offices, clinics, and home visits, as well as having administrative experiences in many of these settings.

  • Knowledgeable about Medicare and insurance issues, as well as medical billing and coding and documentation.

  • Dr. Stein has been an Expert Consultant and Witness to multiple Attorneys and Law Firms over more than 20 years.

  • Can help in formulating a theoretical approach and understanding of the Geriatric and Psychiatric issues.

  • 80-90% of cases settle before trial.  Information and understanding gleaned from medical and psychiatric records can be a key to a positive outcome.

  • Ability to communicate geriatric and psychiatric concepts in a meaningful and comprehensible way during testimony.


Legal Qualifications & Experience

  • Dr. Stein has been an Expert Consultant and Witness to multiple Attorneys and Law Firms over more than 20 years.

  • Qualified as an Expert Witness in Superior Court of California for the Counties of Fresno, Contra Costa, Mendocino and Napa, in The Third Judicial District Court in and for Salt Lake County, State of Utah, and in the District Court of Oklahoma County, State of Oklahoma, on matters of geriatric psychiatric relevance, including, but not limited to, geriatric psychiatric conditions, competence, capacity including testamentary capacity, and undue influence.

  • Author of the article "Does Your Client Have Testamentary Capacity? Mental Health and Memory Issues That Affect Estate Planning", published in California Estates and Trusts Quarterly, Volume 17, Issue 2, 2011. On June 13, 2012, I presented a program on this topic at the East Bay Trusts & Estates Lawyers Third Annual Spring Symposium, in Oakland, California.

  • In 2013, 2014, and 2015, presented and participated in Mock Trial Symposia at the Annual Meetings of the American Association for Geriatric Psychiatry, to diverse audiences of mental health care providers from the United States and Canada. The topics of these Mock Trials included Contested Wills and Trusts, Testamentary Capacity, Undue Influence, and Financial Abuse of the Elderly. 

  • Author of, "What Psychiatric Issues Lead to Problems in Nursing Homes?", published on-line in Medical Law Perspectives, May, 2018, http:IImedicallawperspectives.comIIssueview.aspx?Issue=ww 20180501 

  • Member of the Task Force on Testamentary Capacity and Undue Influence, for the International PsychoGeriatric Association, 2007-2016.

  • Dr. Stein has taught, written and lectured extensively on Medical and Psychiatric Private Practice, and Medicare and other insurance issues, including Medical Documentation, Coding and Billing.

  • Co-Author of a book chapter on Capacity, in a forthcoming textbook Geriatric Medicine: A Person-Centered Evidence-Based Approach, 5th edition, in preparation for publication by Springer Press.

Geriatric Psychiatry

Mental, Emotional and Cognitive Conditions that affect Older Individuals.

Awards & Honors

Recipient of Multiple Awards and Honors in Geriatric Psychiatry.

Author, Teacher & Lecturer

Clinical Professor of Psychiatry, University of California San Francisco

Comments & Observations

More than 40 years of Experience in Caring for the Elderly.

Highly Qualified

Decades of Experience working with Older People with Psychiatric problems.

Areas of Expertise

Knowledgeable and Articulate about Geriatric and Psychiatric Issues affecting Legal Matters.


Geriatric Psychiatry is Multidimensional. 

Put My Expertise to Work for You.

Attorneys | Contact Dr. Stein today for a complementary, no-obligation, 30-minute consultation about your case

At this time Dr. Stein is not accepting new patients for clinical evaluation or treatment

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