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TRUST MATTERS ALAN STATMAN

Update by user Aug 18, 2012

Phone: (510) 868-****

Web: www.trustmatters.us/

Original review posted by user Aug 17, 2012
I had to finalize a reverse mortgage today with significant closing costs that I must pay. This is because Mr. Statman refused to respond to me across several months and to one return receipt letter. He did not perform due diligence or act in accord with the covenants of the trust or within parameters of settlors' INTENT and DIRECTIVES to trustee of his estate. _______________________________________________________________ Mr. Statman has not responded to important fiscal questions about which he is a court appointed fiduciary and trustee for an estate. He has held up a sale of a property since April, 2012. The original trustor died in January, 2011. One year 8 months ago. He admitted in COURT DOCUMENTS that the people he hired to rent the property were incompetent and could not provide accurate records. He continued to use them. He rented property below market price. He used people for appraisals not living in the town where he ordered appraisals. He could not find renters for a BEAUTIFUL property. I received numerous responses from potential renters in one month using Craig's List. He had stated for YEARS that the property could not be rented. Five potential renters worked at state, city, county or health institutions in the locale of property to be rented. He could not figure our how to get the property rented so the trust could pay its taxes. He the held up a sale of the property for no good reason. Mr. Statman sold an estate/trust property that HAD NO MORTGAGE, PAID OFF, without consultation to me. This property had MINIMAL property Taxes as it was in RURAL Wyoming and was valuable to me for fiscal and emotional reasons. Review the following: emails of recipients deleted re:confident _________________________________________________________ August 09, 2012 5:36 PM ----- Original Message ----- From: don lawrence To: wenika ; Robert ; 'Leslie ' ; 'Dorothy ' ; alan@***.c... Sent: Thursday, August 09, 2012 5:36 PM Subject: Fw: Sale of property Mr. Statman. I am concerned. There has been no response to my initial email of 6 days ago, seven days if we consider the working day of tomorrow August 10, 2012. I do receive prompt responses from other financial institutions with which I am interacting and Elyssa with whom I am interacting through to Robert to help him rent his properties by using Craigslist on his behalf. I need to know the answers to the question noted in these documents.As noted a simple yes or no will suffice for me. You are in charge of a significant portion of my finances. I need to make financial decisions based upon the answer to the question presented here. Your prompt reply is essential for me. Sincerely, Donald L ___________________________________________________________ ----- Original Message ----- From: don lawrence To: wenika ; Robert ; 'Leslie ' ; 'Dorothy ; alan@***.c... Sent: Tuesday, August 07, 2012 7:20 PM Subject: Fw: Sale of property August 07 _____________________________________________________________ ----- Original Message ----- From: don lawrence To: wenika ; Robert ; 'Leslie ; 'Dorothy ; alan@***.c... Sent: Friday, August 03, 2012 5:42 PM Subject: Sale of property August 03 Mr. Statman. Yes or no will suffice for me. Do you intend to list the property in Porterville for sale by the end of September? Thank you________________________________________ June 12, 2012 5:26 PM ----- Original Message ----- From: don lawrence To: wenika ; Robert ; Mr. Alan J. Statman, JD ; 'Leslie ' ; 'Dorothy ' Sent: Tuesday, June 12, 2012 5:26 PM Subject: Sale of Property (edited for precision of point making. Mr. Statman NEVER responded to this communication) Mr. Statman: The Wyoming mineral rights have no bearing on the sale of the property. NONE whatsoever. It is not logical to hold up action on the Porterville property to wait for something in Wyoming. They are different entities and have no bearing on each other. I was told for years that the big house could not be rented. Letsinger realty immediately asked me why the big house was not rented. Same as Home Realty.I ran adds for renting the property and got over 20 responses in one month. It is rented below market price as per two real estate agencies and the responses I got from people willing to begin a financial discussion about renting. Dorothy told me three days ago that her house in east Porterville, further from Porterville than Lester's big house, will rent for $1400.00. Lester's' big house has more square footage, more rooms, more fireplaces and more bathrooms, etc and room for kids to run. If Dorothy's house will rent for $1400.00, then why is Lester's big house rented for $1100.00.
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#667899

My business is named Trust Matters. I am a private professional fiduciary licensed by the State of California. I have specialized in the administration of trusts since 2006. My website is www.trustmatters.us. My email address is Alan@***.us.

There is a business in England named The Trust Matters Group. They are an Estate Planning Service located in St. Albans, Hertfordshire in the United KIngdom. Their website is www.trustmatters.com. Their business is unrelated to my trust administration business here in Oakland, California, USA.

Donald Lawrence apparently sent multiple emails to the business in the United Kingdom. I say that both because I never received the emails and because it is evident that they were sent to alan@***.com, an email address associated with the business in the UK. I do not know why they didn't respond.

While I never received the emails that were sent to the UK and subsequently posted in the Ripoff Report, I did learn through communications with other family members about the serious challenges Mr Lawrence was facing and followed up with him and other family members to develop a solution. Fortunately, other family members unanimously agreed to a preliminary distribution to Donald Lawrence. We were able to implement this shortly before the house was sold at auction.

Mr. Lawrence was very appreciative and sent the following thank you note to me, as trustee, and to the trust beneficiaries who had provided their consent. The text of the thank you email and the related email thread is shown here:

don lawrence

9/18/12

to Leslie, Robert, wenika, Dorothy, andrea, dereklawrence, nickylawrence, Fred, Paula, me

WOW!!!! I thank you all so VERY much. Deeply so.

Mr. Statman you can use a regular mail delivery with return receipt.

God Bless you and those you love.

I just took a very deep breath. The first one in quite a while.

I am so thankful for the assistance of every one involved.

I am more than happy to send people the receipt for the payment.

Sincerely,

Don Lawrence

----- Original Message -----

From: Alan Statman

To: lawrencedonald ; Paula Lawrence

Sent: Tuesday, September 18, 2012 8:21 PM

Subject: Fwd: Lawrence -- NOPA Approved

Amazing! I just got this email from my atty, Fred Clarke. He received Consents from Leslie and Robert. We're good to go!

Don, I can send the check out tomorrow, Weds, and have it arrive on Thursday by 10:30 (for an extra fee, if they have this option available for Santa Cruz). I'll plan on sending it to your address in Santa Cruz with a signature required. If you want something different, let me know.

Alan

If you are reading this and have questions about this “rebuttal” or anything else about Trust Matters (the private professional fiduciary located in California, not the estate planners in the UK), please contact me directly: Tel No is 510-868-****; email is Alan@***.us; mailing address is Alan Statman, Trust Matters, 4096 Piedmont Ave #559, Oakland, CA 94611.

#667907
@PissedConsumer667899

...beneficiaries who had provided their consent. The text of the thank you email and the related email thread is shown here:don lawrence 9/18/12to Leslie, Robert, wenika, Dorothy, andrea, dereklawrence, nickylawrence, Fred, Paula, me WOW!!!!

I thank you all so VERY much. Deeply so. Mr. Statman you can use a regular mail delivery with return receipt.

God Bless you and those you love. I just took a very deep breath. The first one in quite a while. I am so thankful for the assistance of every one involved.

I am more than happy to send people the receipt for the payment. Sincerely, Don Lawrence ----- Original Message -----From: Alan StatmanTo: lawrencedonald ; Paula LawrenceSent: Tuesday, September 18, 2012 8:21 PMSubject: Fwd: Lawrence -- NOPA ApprovedAmazing! I just got this email from my atty, Fred Clarke. He received Consents from Leslie and Robert.

We're good to go! Don, I can send the check out tomorrow, Weds, and have it arrive on Thursday by 10:30 (for an extra fee, if they have this option available for Santa Cruz).

I'll plan on sending it to your address in Santa Cruz with a signature required. If you want something different, let me know.AlanIf you are reading this and have questions about this “rebuttal” or anything else about Trust Matters (the private professional fiduciary located in California, not the estate planners in the UK), please contact me directly: Tel No is 510-868-****; email is Alan@***.us; mailing address is Alan Statman, Trust Matters, 4096 Piedmont Ave #559, Oakland, CA 94611.

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