About Us PRIVATE PROFESSIONAL FIDUCIARY SPECIALIZING IN TRUSTEE SERVICES As an independent trustee, Alan Statman often serves as Successor Trustee for living trusts, special needs trusts and testamentary trusts. Alan’s multi-disciplinary approach often involves attorneys, mental health professionals, case managers, financial advisors, and accountants. He relies on collaboration and excellent communication to address his client’s needs in a personalized way and build the trust’s long-term financial stability.