Independent trustees

for your family's private trust

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About Us

Individuals often create trusts when preparing their estate plans; or find themselves dealing with a trust after the death of a loved one.  In all cases where there is a trust, there must be at least one (and often more) trustee.  When an independent trustee is preferred, we offer a simplified, cost-effective alternative to corporate/bank trustees.  Matthew F. Penater and Robert M. Horne are trust attorneys with over 30 years of combined experience administering trusts.  We leverage that experience in providing our services as Individual Professional Trustees.

Why Choose Us

Cost Effective

Our individual trustee services have a lower cost structure than most corporate/bank trustees.

Personal Approach

As individual trustees, there is no corporate red-tape impeding efficient trust administration.

Independence

We fit the need for an “independent trustee” and are not affiliated with any financial institution, giving us the freedom to always act with true independence.

Local

We are based locally in Maryland, allowing us to provide local-centric perspective.

Broker Neutral

We do not custody assets and customarily maintain existing relationships with a family’s financial professionals.

Trustee Succession

We have a succession plan allowing for continuity of trusteeship upon the death/disability of one of us.

Get to Know Us

Matt Penater

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Matt Penater has spent his entire career as an attorney practicing in Estates & Trusts, with a heavy concentration in Trust creation and Trust administration.  Matt leverages his experience as an attorney in the Trust field to his work as an Individual Professional Trustee. 

He has represented Trustees since the beginning of his career and participated in years of trust representations.  \Furthermore, Matt has prepared annual Trust income tax returns since he started practicing in 2005.  That tax experience only furthers his insight into Professional Trust administration.

Rob Horne

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Rob is an estates and trusts attorney, licensed to practice in Maryland.  In addition to his practice as an attorney advising clients, Rob has served in various fiduciary roles, including Personal Representative of Estates and Trustee of Trusts, for various families since 2005.

A majority of Rob’s work is referral-based.  If you have been referred to Rob and would like to confirm his credentials, please contact him and he will be happy to answer your questions.  If you somehow stumbled across this bio on a cold internet search, please contact Rob to discuss your need for professional trustee services.

Rob is a member of various professional organizations related to estate planning and administration, has served in various leadership roles of relevant Bar Association Committees, and has received accolades for his work over the years.  However, Rob does not believe that these various recognitions are an indicator of whether Rob will be the right person to handle your family’s fiduciary service needs.  Rather, an in person interaction is the most efficient predictor of whether your family and Rob will work well together.  Please contact Rob to request a CV, if desired, or to have a conversation and determine if Maryland Professional Trustees, LLC and Rob are a good fit for your family.