49-year trust, estate, and fiduciary duty expert.

Specialties & Experience of this Expert Witness

Additional Information

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 and collections since 1996, and spent 12 years with Trust Management Group as a fiduciary expert witness and consultant. CAREER HIGHLIGHTS • Key executive in the formation and operation of a Houston 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). • During 12 years of consulting with Trust Management Group, was retained in 31 cases (3 by the defense), deposed 16 times, and testified in 9 trials. • Served on the following corporate fiduciary committees: Trust Administration (5 institutions); Charitable Trust (2 institutions); New Business (4 institutions); Investment (3 institutions); Operations (3 institutions); and Trust Committee of the Board of Directors (2 institutions). • While head of a bank trust department, valued, oversaw the management, marketed, and sold an $11 million manufacturing company in a decedent's estate. • 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. • From 2022-2024, was President of an UHNW single-family office, which administered 13 trusts, an estate, 2 private foundations, and oversaw a group of limited partnerships and LLCs invested in real estate and oil & gas. • Accredited Estate Planner (AEP®) since 1995, by the National Association of Estate Planners and Councils (NAEPC) • Trust and Estate Practitioner (TEP-Full Member) since 2024, by The Society of Trust and Estate Practitioners (STEP)