What Our Clients Say

Thank you, Alan...you are very easy to work with. -- Special Needs Trust Beneficiary


Your work is outstanding and I am grateful. --SS (Durable Power of Attorney client)


Mr. Statman has a measured calm demeanor which reassures both elderly beneficiaries and their worried relatives. Mr. Statman's financial background is ideal for managing assets in a conservative manner. His business is set up for efficiently for record-keeping and reporting. - KC (Attorney for Trust Beneficiary)


Thanks for making the process of winding up Mom's affairs run so smoothly, Alan... I'm surprised at how little tax my husband and I will have to pay as a result of capital gains passing to me from the trust. We appreciate your clear instructions and offers of assistance along the way... MA (Trust Beneficiary)


Alan, Thank yo so much for helping our family navigate a difficult period. I will always be grateful. - HL (Trust Beneficiary)


Thanks for letting us know this information today, Alan. We appreciate your hard work in completing these complex steps so quickly and efficiently. - MB (Trust Beneficiary)


Thank you so much, Alan, for keeping us included in the schedule and giving us a sense of our inheritance in advance of our receipt of the balance. It has been very useful for me and my husband to have this information for planning. -- SA (Trust Beneficiary)


I hope you know how truly grateful I am for your help. -- DPOA Client


Alan,  So great to have someone we trust.  Many heartfelt thanks. -- PH (Trust Beneficiary)


I believe Alan feels respect for his clients and genuinely tries to make things work for everyone. -- Trust Beneficiary


Mr. Statman was adroit, insightful and most helpful about the process of that early distribution. Talk about stress reduction and stress management! -- DL (Trust Beneficiary)


Many thanks Alan for your kindness, professionalism and efficiency in handling the VL Trust. Your good judgment and advice prevailed! Best wishes.  -- JF (Trust Beneficiary)


I'm sure my uncle would have been very pleased with your work. Thanks for being the person who handled his estate with reason and integrity.

-- MF (Trust Beneficiary)