Virtually on demand, Dan Felix offers an unexceeded level of trust and expertise to calm estates in rough waters. Designated as a “Master Trustee” by the Independent Trustee Alliance, Dan succeeds with a unique combination of technical expertise.Learn More
As your successor trustee, Dan starts now to help you and your family achieve a smooth and efficient transition and increase your confidence in the accuracy and ease in the process. Being prepared now will save you money, time and heartache later.
Dan offers his guaranteed preparedness service even when he’s not serving as your trustee. Leveraging his expertise in cleaning up family trust breakdowns, Dan helps families prepare for the inevitable and so better avoid costly delays and stress.Learn More
I worked with Dan to resolve a sticky situation involving a single pot trust for the benefit of two children who lost their father and who have different mothers. Dan handled the situation with intelligence, grace, clarity. Because of his efforts and approach, we were able to reach an accord with all interested persons, helped to preserve family relations, and limit the expense of future administration. Dan is a top shelf trustee and advisor.
Dan has worked as a trustee for my family for over fourteen years. He has negotiated a real estate sale for multiple trusts to multiple buyers. He has negotiated an employment agreement for me. He holds a mortgage in trust for a family member. He does multiple trust quarterly tax filings as well as record keeping for multiple trust tax returns. He handles a total of 8 trusts and one six partner family partnership. He coordinates Life insurance policies for us as well. He is honest and has always been helpful as a confidant. I have referred Dan to a number of close friends and will continue to do so.
Dan has a knack for guiding people in the right direction and making them feel as if it were their idea all along. His collaborative and collegial style is refreshing and very necessary for the type of work that he does. I had a pleasure working with Dan on a trust matter recently and highly recommend him.
Dan Felix has an uncanny ability to understand the inner workings of family. His biggest passion is to find the most optimum plan to transition a family from one generation to the next keeping the joy and values intact.
DANIEL is knowledgeable about trust matters, and understands the roles and responsibilities of the trustee. He strikes a good rapport with trust beneficiaries, as well as with their other professional advisers.
Here's how many key provisions of the Code work & what they mean. Published by the Illinois Bar Journal so lawyers can understand this new law effective January 1, 2020.
This detailed checklist covers many key trustee tasks under this law effective January 1, 2020. Published by the Illinois Bar Association Trust & Estate Newsletter for trust attorneys.
To prevent sinking and to make sure your trust makes it to where you want it to go, you may want to use care to select who captains your trust through these too-often rough waters.
The deceased's objectives inform the trustee's management of publicity - witness this hypothetical estate plan for Kayne West.
A trustee who is a bad fit for your trust and family can cost dearly in money, delays and family harmony. Here's my 7-point article.