Consulting Services
Fiduciary Reviews
We have conducted countless fiduciary reviews, both as a successor trustee, and as an officer of charitable organizations receiving bequests from estates.
Fiduciary Reviews
Estate Management Assistance
We have done everything from helping with funeral arrangements and securing personal property, to the hiring of professionals, contractors, appraisers, business valuation specialists, liquidating cars and trucks, and much more. We have also valued, managed, and liquidated sole proprietorships, S corporations, and most recently a C corporation.
Estate Management Assistance
Confidential Consulting/Litigation Support
In the first 10 years of Trust Management Group’s practice, we consulted on 25 controversies (deposed 10 times, and testified in 9 trials). Was retained by the defense in 3 of those 25 cases. Frequently, the submission of our expert’s reports assisted in settling the matters before the first scheduled deposition. In addition, we have reviewed and critiqued the administration of decedents’ estates, revocable and irrevocable trusts, private foundations, special needs trusts, and court-created trusts.
Confidential Consulting/Litigation Support
Expert Witness Testimony
With professional training by SEAK (https://seak.com/), we successfully assisted in the resolution of cases in which we were deposed, gave testimony at bench or jury trials, and/or were cross-examined. We even provided testimony via affidavit from a hospital bed. If work needs to be done, we find ways to do it.
Expert Witness
Trustee Selection
We can consult on sensible and practical choices for fiduciary appointments, such as trustees and executors. We are also uniquely qualified to assist in evaluating and recommending corporate trustees and executors, such as banks and trust companies, for administration of personal, charitable, special needs, and court-created trusts.
Trustee Selection
Investment Manager Searches
We have decades of experience evaluating money management firms, including via the RFP (Request for Proposal) process.
Investment Manager Searches
Attorney Referrals
Our network of estate planning and probate lawyers is one of the best in the entire Dallas/Fort Worth Metroplex, if not all over Texas. We have been very successful in matching clients with counsel who fit their particular needs and personalities.
Attorney Referrals
GARY MATESIC, AEP®, TEP
Managing Partner
Trust Management Group, LLP
A Texas resident for nearly 40 years, Gary Matesic began his career with what is now PNC Bank in the Trust Division as a fiduciary tax specialist. Now one of the best-known trust, estate, and wealth management professionals in Texas, Mr. Matesic’s experience includes personal and charitable trust administration, estate and investment planning, fiduciary taxation, operations consulting, compliance, special needs and court-created trust planning and administration, and the management of decedents’ estates.
Mr. Matesic has also been involved with a number of businesses and transactions, including formation of sole proprietorships, LLCs, S-corporations, and partnerships, along with operation, valuation, and liquidation of sole proprietorships, S-, and C-corporations. He owned a Texas-licensed independent motor vehicle dealership for 10 years, and spent 10 years with Trust Management Group as a fiduciary expert witness and consultant.
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Key executive in the formation and operation of a Houston-based private trust company, which has since merged into the trust division of a large regional bank.
Professional experience includes community, regional, super-regional and money center banks; a private trust company; and the trust subsidiary of a major international brokerage (serving on the Board and as its regional executive).
Part of a team of 3 professional advisors who planned and helped fund one of the largest private foundations in the State of Texas.
Served on the following committees: Trust Administration (8 institutions); Charitable Trust (2 institutions); New Business (7 institutions); Investment (3 institutions); Operations (3 institutions); and Trust Committee of the Board of Directors (2 institutions).
Full-time manager of a single-family investment office for an ultra-high-net-worth Dallas family.
During 10 years of consulting with Trust Management Group, was retained in 25 cases (3 by the defense), deposed 10 times, and testified in 9 trials.
In 36 years of working for banks and trust companies, have never been deposed, cross-examined, or sued. Have also never lost a direct report trust officer to a competitor
Gary Matesic, AEP®, TEP
Trust Management Group, LLP
P.O. Box 12824
Dallas, TX 75225-0824