• Report: #928906

Complaint Review: TRUST MATTERS ALAN STATMAN

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  • Submitted: Fri, August 17, 2012
  • Updated: Wed, August 22, 2012

  • Reported By: Donald — Santa Cruz California United States of America
TRUST MATTERS ALAN STATMAN
4096 Piedmont Ave Internet, California United States of America

TRUST MATTERS ALAN STATMAN MISMAGEMENT OF TRUST: LACKS DUE DILLIGENCE AND RESPONSIVENESS Oakland, CA 94611 Internet, California

*REBUTTAL Owner of company: Email sent to business in UK not received by Trustee in CA...

*REBUTTAL Owner of company: Emails sent to England not received by trustee in California

*Author of original report: TRUST MATTERS: ALAN STATMAN does NOT RESPOND

*Author of original report: TRUST MATTERS:ALAN STAMAN; TRUST MISMANAGEMENT; LACKS DUE DILIGENCE AND RESPONSIVENESS, OAKLAND, CA. 94611

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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. He has responded to none of my Communications for 2 MONTHS
_______________________________________________________________
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. [continued below]....
.....  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:confidentiality
_________________________________________________________
Statman has never responded
 August 09, 2012 5:36 PM
 ----- Original Message -----
From: don
lawrence
To: wenika ; Robert ; 'Leslie ' ; 'Dorothy ' ; alan@trustmatters.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
___________________________________________________________
Statman has never responded
Original Message -----
From: don lawrence
To: wenika ; Robert  ; 'Leslie '
; 'Dorothy  ; alan@trustmatters.c...
Sent: Tuesday,
August 07, 2012 7:20 PM
Subject: Fw: Sale of property
 
August
07
_____________________________________________________________
Statman has never responded
Original Message -----
From: don lawrence
To: wenika ; Robert  ; 'Leslie 
; 'Dorothy  ; alan@trustmatters.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.

This report was posted on Ripoff Report on 08/17/2012 08:32 PM and is a permanent record located here: http://www.ripoffreport.com/r/TRUST-MATTERS-ALAN-STATMAN/Internet-California-94611/TRUST-MATTERS-ALAN-STATMAN-MISMAGEMENT-OF-TRUST-LACKS-DUE-DILLIGENCE-AND-RESPONSIVENESS-928906. The posting time indicated is Arizona local time. Arizona does not observe daylight savings so the post time may be Mountain or Pacific depending on the time of year.

Ripoff Report has an exclusive license to this report. It may not be copied without the written permission of Ripoff Report.

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REBUTTALS & REPLIES:
2Author 0Consumer 2Employee/Owner
Updates & Rebuttals

#1 REBUTTAL Owner of company

Email sent to business in UK not received by Trustee in CA...

AUTHOR: Alan J Statman dba Trust Matters - ()

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@TrustMatters.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@trustmatters.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 <lawrencedonald@cruzio.com>

9/18/12

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

RE: Fwd: Lawrence -- NOPA Approved

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 510-868-8366; email is Alan@TrustMatters.us; mailing address is Alan Statman, Trust Matters, 4096

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#2 REBUTTAL Owner of company

Emails sent to England not received by trustee in California

AUTHOR: Alan J Statman dba Trust Matters - ()

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@TrustMatters.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 from close inspection of the emails posted at the Ripoff Report website that they were sent to alan@trustmatters.com, an email address associated with the business in the UK. I do not know why they didn't respond.

I know why I didn't respond. The reason is that I never received them. Nevertheless, 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, the other family members unanimously agreed to a preliminary trust distribution to Donald Lawrence. We were able to implement this shortly before the house was to be sold at auction.

Mr. Lawrence was very appreciative and sent a lovely thank you note to me, as trustee, and to the trust beneficiaries who had provided their consent. A pdf of the thank you email and the related email thread is attached for the reader to review.

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 510-868-8366; email is Alan@TrustMatters.us; mailing address is Alan Statman, Trust Matters, 4096 Piedmont Ave #559, Oakland, CA 94611.

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#3 Author of original report

TRUST MATTERS: ALAN STATMAN does NOT RESPOND

AUTHOR: Donald - (USA)

 Trust Matters: Alan Statman never responded to this communication from 40 days ago.  Forwarded to Trust Matters Alan Statman on July 12, 2012/ Today's date is August 22, 2012.

----- Original Message -----
From: don ****
To:  Mr. Alan J. Statman, JD ; Trust Matters : Alan Statman

Sent: Thursday, July 12, 2012 3:58 PM
Subject: Hi there

Trust Matters: Alan Statman.
 
I wanted to present to you why it may seem like I am in a hurry to complete the sale of the property or to be bought out at a mutually agreeable price.  I am in a hurry due to financial matters. 
 
This economy is horrible for finding employment
 
Santa Cruz is rabidly horrible for employment and it usually runs 2 to 3 to 4 percent higher than the national unemployment statistics.  Santa Cruz usually runs 2 percent higher than the average unemployment statistics for California. 

 It is routine for licensed construction contractors to be gardening at 9 dollars an hour.  There are lines of 100 people or more to work at Starbucks when they have only one opening for a server.
 
All county agencies have frozen employment hiring as have independent mental health facilities, educational facilities and most businesses in Santa Cruz.  Seeking employment in Santa Clara and Monterey Counties is a dismal and nonproductive enterprise in reference to my skill sets. 

If you add the fact that I am 62 years of age it makes it improbable, if not impossible, that I will find any employment in Santa Cruz for quite a while. 
 
I have been through many employment services with no result: part time or full time in consideration of employment. 
 
As a function of the foregoing my property taxes have not been paid for several years and it is likely that my house will be placed on the County Auction list this next year.
 
No person I know of has ever accused me of being lazy.  I am not in any manner.  I am independent and entrepreneurial by nature and personality.  I like challenges in business or otherwise.   I possess several skill sets that are applicable to several employment or business situations.   
 
There is literally no employment of any kind in Santa Cruz. 
 
Nicolas and Derek have also been seeking employment for a while and they are encountering many of the problems that I have encountered with the exception of being 62 years of age. 

It is so bad that Nicholas is considering moving to Austin, Texas to seek employment.

He has been able to find no employment, or even offers of employment; this in spite of numerous functional attempts to become employed. I would use money from the buy out or sale of the
property to assist him move to Austin which is important to him. 
 
Katy had to look for a year or so to become employed in Porterville.
 
My hope is that we move forward with the sale of the property at the last established time line which I understand is the first or the end of September. 
 
Sincerely,
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#4 Author of original report

TRUST MATTERS:ALAN STAMAN; TRUST MISMANAGEMENT; LACKS DUE DILIGENCE AND RESPONSIVENESS, OAKLAND, CA. 94611

AUTHOR: Donald - (USA)

I had to finalize a reverse mortgage on August 13, 2012 with significant closing costs that I must pay.  This is because Trust Matters: Alan. 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. He has responded to none of my Communications for 2 months.
 _____________________________________________________________________________

The following email is from my brother to Trust Matters: Alan Statman
---- Original Message -----
From: "Robert >
To: donald >;"Mr. J. Statman, JD"

Sent: Monday, August 13, 2012 9:38 PM
Subject: dads property

My father was going to sell me the property. Then it had three rentals ..........Now it has none..

> Now, I would have three storage sheds for possible use. Wow! One with a leaky roof. Two with broken windows because of the way some of the plywood was put on to cover the windows. F%@#*ing pathetic.

(TRUST MATTERS: ALAN STATMAN IS RESPONSIBLE TO MAINTAIN TRUST PROPERTY) (Comments by
Donald Lawrence, edited for clarity; the foregoing email is not altered. These are comments made by my brother).  This was an email to all family members.  The names of other recipients of this communication to Trust Matters: Alan Statman have been deleted for their privacy.  This communication to Trust Matters: Alan Statman went out from my brother on August 13, 2012.  As of this date, August 20, 2012, I have received no communication from Trust Matters: Alan Statman in any manner. _____________________________________________________________________________

Donald L  has done the Following:

Grant Writing; for the Pajaro Valley Ohlone Indian Council, California Health Associates and Wingspread Services for Women, etc. Owner of Arc Light Coaching and Consulting:  Clients; Sun Micro Systems, Pajaro Dunes, The Monterey County Office of Education, The Santa Cruz County of Education, The County of Santa Cruz, Gateway Computers, etc.  Administrator responsible for business quality assurance, staff development and performance evaluation, consulted with local, state and federal entities; Director ( 3 times)  of Legally complex programs monitored by Food And Drug Administration, the Drug Enforcement Agency, the Alcohol and Drug Program of the State of California and County Offices in Monterey and Santa Cruz California, policies and procedures manual and protocol development to meet standards promulgated by the foregoing. 

Contract Management, grant proposal reviewer for the County of Santa Cruz.  Document development for the Department of Transportation Evaluations and Report Protocols.  

Two times in propria persona (self represented) in courts of law (not small claims)

Masters Degree in Administration and Social Work, University of California at Berkeley
Bachelors Degree in Psychology, University of California at Santa Cruz

This foregoing skill set is important because it lends credence to my comments about TRUST MATTERS: ALAN STATMAN.  I aware of due diligence and fiduciary mismanagement as appears obvious in regards to TRUST MATTERS: ALAN STATMAN.

I AM NOT MARKETING. I do none of the foregoing at this time.  ARC LIGHT is no longer in existence

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