The Professional Trustee

The Professional Trustee Creating peace-of-mind for families by serving as trustee. Putting out the fires of crisis, as well as helping to prevent disasters. Daniel P.

Felix is an attorney who uses his legal skills to help families navigate the rough waters of disability and death. Not an estate planner, Dan serves as a trust administrator and advisor – a skill he’s practiced for almost 30 years. Specifically, Dan counsels families and their trustees -- and in the right situation serves as trustee. His unique service, Successful Successions™, helps families help

s achieve smooth transitions. 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. Dan also helps those aging alone, so-called Elder Orphans, as well as others by taking the role of Successor Trustee as well as holder of the Power of Attorney for Property.

Address

707 Osterman Avenue Unit 83
Deerfield, IL
60015

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18474440251

Website

Alerts

Be the first to know and let us send you an email when The Professional Trustee posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to The Professional Trustee:

Shortcuts

Share

Category