Estate Administration Expert Witnesses
Estate administration 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 estate administration. The estate administration 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 ...
