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. Dan has seven employees and a roster of sub-contractors he uses as needed to provide professional continuity as well as efficient support. Dan is insured and typically works on hourly 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
Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trustee - Coach / Consultant, Trust Protector
Types of Trusts / Specialties
Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of AttorneyAccepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Contact Daniel
(847) 444-0251
707 Osterman#83DEERFIELD, Illinois 60015