Master Certified Indpendent Trustee

Daniel P. Felix serves as trustee Рand other roles in the trustscape. Dan is a licensed Illinois attorney using his legal and other essential skills to help families navigate the waters of disability and death. In this unique expertise, Dan works closely with each family’s estate & financial planners as well as their other advisors. Insured and, on a project basis, bonded, Dan has five employees and a roster of sub-contractors he uses as needed to provide professional continuity as well as efficient support. Dan typically works on hourly or flat fees. He does not accept or offer referral fees, commissions or any other compensation. As an independent trustee, Dan wrote and believes in the Bill of Trust Beneficiary Rights.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

Yes

Services Offered

Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trustee - Coach / Consultant

Types of Trusts / Specialties

Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney

Contact Daniel

(847) 444-0251

707 Osterman #83 DEERFIELD, Illinois 60015

Send an email to Daniel

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