Daniel P. Felix, Co-Founder

Dan is a licensed Illinois attorney using his legal expertise and crisis management skills to help families with trusts navigate the rough waters of disability and death. Specifically, Dan fixes broken trusts by stepping in as an experienced & impartial trustee.

And for those individuals who want to engage in the ounce of prevention to save their beneficiaries money and heartache later, Dan serves as successor trustee and power of attorney for property.

Dan works closely with each family and as needed with their professional team, from their estate planners & financial managers to their health care and daily money managers.

Dan’s firm, The Professional Trustee, is based in Chicago, where Dan is also a co-founder and current President of the Chicago Trustee Collaboratory, an association dedicated to helping families flourish with their trusts.

Dan speaks frequently on the subjects of trust structure, trust vision, trust administration, and trusts in crisis, teaching attorneys as well as lay audiences. His articles on these trust topics have appeared in various state, national and international journals, and include a series on Keys to Successful Trust Administration. Copies of his articles from that series and others appear on his website and on LinkedIn.

Richard Neely

Since 2011, Richard has been serving as a Trustee professionally. He has served as Trustee, Trust Protector, agent or substitute Trustee for a number of family trusts. His investment experience includes: oil & gas mineral and working interests, direct private equity investments, hedge funds, real estate, private placements and outside managed portfolios.

His investment experience comes from serving as CFO for the owner of a real estate company, experiences as a charitable gift planner, a real estate appraiser and past certifications as a certified financial planner and holder of the Series 7 designation.

Richard is a founding member of the Independent Trustee Alliance with the Certified Independent Trustee designation. He is also a member of the Purposeful Planning Institute and the Dallas Estate Planning Council.