A packaging expert witness should avoid indefensible opinions

by Sterling Anthony, CPP, expert witness, packaging, warnings, patent infringement, cargo loading & securement, insurance claims  

A packaging expert witness can become infamous for indefensible opinions, and the consequences can be ruinous.   It only takes one celebrated case, and celebrity comes easily in this era of 24-hour news channels, social media, and YouTube——all in addition to the traditional channels that attorneys tap in vetting an expert.

No expert would jeopardize a career, at least not intentionally; however, toxic cases don’t carry warning labels.  An expert needs to develop perspectives that protect against the formulating of indefensible opinions, opinions that later will have to be worn around the neck like a yoke.

During initial discussions with a potential attorney-client, the expert should seek information necessary to determine whether the case falls within the expert’s expertise.  Some attorneys are given to going beyond that point, generous with details.  The expert politely should interrupt and announce an interest or decline further consideration.  In the event of the former, the expert should offer to forward the pertinent documents, i.e. curriculum vitae, fee schedules, references, etc.   That way, the expert won’t end up conflicted, if not chosen but afterward is contacted by the opposing side.

The greater threat is that too much initial information can trigger the hard sell on the part of an expert, who, eager to land the case, endorses the attorney’s theories, seemingly unmindful of yet not having reviewed any case materials.  Such a scenario subsequently might develop along these lines: the expert is retained; and, afterwards, the expert formulates opinions shaped by the prior endorsement, rather than by objective and ethical analysis.

Even when information overload is not a factor, an expert can inadvertently end up saddled with indefensible opinions, typically under one of two scenarios.

One is that of the relatively new expert, desperate for business and willing to say whatever is thought to be desired.   That expert is not sufficiently appreciative of the possible risk to reputation and to future business .

Although it might seem counterintuitive, the other is that of an experienced expert who feels insulated by an impressive curriculum vitae.   That expert is not appreciative of the fact that such credentials make indefensible opinions all the more indefensible.

Any expert can expect to be portrayed unfavorably by the opposing attorney as a human vending machine: insert payment and withdraw the desired opinions.  “Tell the Court, Mr./Ms. Expert, how much you are being paid to testify in support of the side that retained you.”

An experienced expert will recognize the question as the landmine that it is.  The thornier task is to give a response that defends the expert’s integrity while setting a foundation for the defense of the forthcoming opinions.  Be that as it may, if the opinions are prima facie indefensible, any attempt to dress them in different garb will reduce the expert to laughable.

For the expert who has given indefensible opinions, there is no refuse in blaming the attorney-client, particularly under the rationale that, had the expert not given the opinions, the attorney would have found another expert who would have given them.

Such is never the concern of an ethical expert; besides, no attorney-client should be averse to being educated about deficiencies in the theory.  Thus educated, the attorney-client can weight options, such as settlement, or, if the education comes early enough, not filing the case.

The expert who gives indefensible opinions digs a hole as soon as they are conveyed to the attorney-client, and the hole gets deeper with time.  The deepening continues when the indefensible opinions are incorporated into an expert report.  From there, they become high-caliber ammunition at deposition, causing the opposing attorney to salivate over the prospect of going to trial.  At trial, they cause jurors to roll their eyes incredulously and to disregard the expert.  The sequence is bad in its own right, but as previously noted, it won’t be limited to that one specific case.

The attorney-client likely will go unscathed, the case standing as a testimonial to a willingness to go any length to aggressively represent a client.  You can’t win them all; therefore, how doggedly an attorney fights means a lot.

An expert is not accorded the same pass.  Justifiably.  An expert’s stock-in-trade is opinions; therefore, an expert who provides faulty wares can’t expect that fact to go unnoticed

Sterling Anthony, CPP, is a consultant to the industrial, institutional, and government sectors and an expert to the legal community.  He is a former manager at Fortune 100 companies and a former instructor at two major universities.  His contact information is: 100 Renaissance Center-Box 43176, Detroit, MI 48243; (office) 313-531-1875; (cell) 313-623-0522; (fax) 313-531-1972; thepackagingexpertwitness@gmail; www.thepackagingexpertwitness