As an independent trustee, Alan Statman often serves as Successor Trustee for living trusts, special needs trusts and testamentary trusts.  Alan’s multi-disciplinary approach often involves attorneys, mental health professionals, case managers, financial advisors, and accountants. He relies on collaboration and excellent communication to address his client’s needs in a personalized way and build the trust’s long-term financial stability.

Trust Matters often works with families who want an independent person to manage the trust due to:

• family conflict
• a perceived breach of fiduciary duty by the previous trustee,
• a loss of capacity or a decline in capacity by the previous trustee,
• death of the trustor or trustee
• the need to protect a disabled child

Trust Matters also provides probate administration, bill paying and consulting services. For information about our fees, please Download Our Fee Schedule.