About The Professional Trustee
As The Professional Trusteeâ„¢, Daniel P. Felix is the guardian of smooth transitions. He uses the law and practical wisdoms to help families harmoniously connect their past with their future. Specifically, he guides the transfer of financial, human and intellectual wealth, and so, helps the change from generation to generation to be not a curse, but a blessing.
Dan supports smooth family transitions by serving as a resource & where appropriate as trustee or other fiduciary. He has had particular success in rescuing families from trusts that aren't working. As an accomplished, meticulous, & collaborative trust administrator inexorably linked with high integrity & holistic values, he stewards the trustmaker's vision in addressing the needs of beneficiaries.
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Services The Professional Trustee Offers
Replacement Trustee - When the present trustee isn't working out, and needs to be replaced.
Successor Trustee - As a back up for the present trustee, we excel at making a smooth transition.
Insurance Trusts - We have had great success with this unique trust.
Field Testing - You've invested time & money for a great design from your learned estate planning attorney - AND the field conditions are unique: your family, your advisers, and YOU. Will it fly? Test it, while you are still around to tweak it!
Co-Trustee When a trustee needs a co-equal to share decisions and the detailed work, or perhaps someone to take on all of one or the other.
Advising, Teaching, Coaching, Mentoring - Whether for the trustee, the successor trustee, or the beneficiary, we help them do better.
Special Assets - Whether it's the shares of the family business or art and other collections, our expertise in process and collaboration provides the foundation for successful administration.
Special Needs - We provide customized attention and protection to vulnerable beneficiaries.
Transitional Bridge - For those times when the ideal fiduciary solution has not yet been found, we can serve as fiduciary on an interim basis -- and can even help in the search.
Trust Protector and other Fiduciary Roles -We're adept at serving in a variety of fiduciary positions: especially distribution trust advisor, holder of the power of attorney for property, and trust protector.
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707 Osterman Ave #83
Deerfield, IL 60015 - (847) 444-0251
- No. of Employees 2
- No. of Locations 1
- Year Founded 1994
