Daniel P. Felix serves as trustee - and 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