Benefits of Collaborating with Dan

  • Dan’s preparedness service highlights additional legal tasks which the grantor should consider - and Dan refers your clients back to you as appropriate, including on the niceties of the trust.
  • No conflicts: the only hat Dan wears is trustee (other than an occasional Cub’s hat). He’s not making investment recommendations or doing the legal work.
  • Dan works for family alignment - from values and goals to managing expectations. He never wants to have beneficiaries ask why their grantors’ attorney wrote such a bad trust!
  • Dan’s succession plan is covered with other professionals prepared to step in. He works with you to confirm the custom succession plan for your clients’ specific situations.
  • Dan is an excellent collaborator, keeping you and the family in the loop.


Want to discuss how Dan can benefit your clients?

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4.8 out of 5

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Daniel Felix
Rated by Super Lawyers

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