Founder Alan Statman

Alan Statman, JD, CLPF

Founder and Principal

Alan Statman received his law degree from UC Berkeley in 1978.  Over the next 25 years he worked in a professional, fiduciary capacity as Chief Financial Officer and Vice President of Administration for several businesses in the service sector.

Today Alan brings his legal knowledge and business experience to the administration of trusts for families and individuals.  He acts as trustee or successor trustee for personal trusts including living trusts, special needs trusts, and testamentary trusts.

On both a personal and professional level Alan understands the importance of working with a qualified trustee.  Alan stepped in and served as trustee for two family trusts following the death of his father.  His success in overcoming the challenges of administering trusts for his own family inspired him to found Trust Matters in 2006.

That same year Alan joined the Professional Fiduciaries Association of California and shortly thereafter was recognized as a Certified California Fiduciary by PFAC and as a Registered Guardian by the National Guardianship Foundation. He was recognized by the State of California as a California Licensed Professional Fiduciary in early 2008.

Contact us at: (510) 593-3663

 

Education:

  • JD, University of California, Berkeley - School of Law, 1978
  • Bachelor of Arts, University of Michigan, 1975

License:

  • California Licensed Professional Fiduciary, Lic. No. PF-69

Memberships:

  • Professional Fiduciary Association of California
  • Diablo Valley Estate Planning Council
  • National Guardianship Association
  • East Bay Trust and Estates Lawyers (Affiliate Member)
  • Contra Costa County Bar Association, Estate Planning and Probate Section (Affiliate Member)
  • Tri-Valley Estate Planning Council
  • East Bay Estate Planning Council (Board Member & Treasurer)