Breaches Of Fiduciary Duty Expert Witnesses
Breaches of fiduciary duty expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on breaches of fiduciary duty. The breaches of fiduciary duty expert witness listings on this page are typically from fields/areas of expertise such as: Banking and Financial.
Gary Matesic, MST, AEP®, TEP
49-year trust, estate, and fiduciary duty expert.
Trust Management Group, LLP
Dallas, Texas
Financial, Banking
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Fiduciary Expert, Trust Administration, Estate Administration, Breaches of Fiduciary Duty, Asset Allocation, Trustee Duties, Trust and Estate Fees, Family Offices, Private Foundations, Automobile Valuation, Special Needs Trusts, Court-Created Trusts, Car Appraisals
A Texas resident for over 40 years, Gary Matesic began his 49-year career with what is now PNC Bank in the Trust Division as a fiduciary tax specialist. Today, as a well-known trust, estate, and wealth management professional, Mr. Matesic’s expertise includes personal and charitable trust administration, private foundations, estate planning, fiduciary taxation, operations consulting, compliance, special needs and court-created trust planning and administration, investment manager selection and oversight, decedent’s estate administration, risk management, sales & marketing, family office management, and fiduciary ethics.
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, has appraised classic cars ...