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also known as The Professional Trustee
Daniel P. Felix is an attorney who uses his legal skills to help families navigate the 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 can step in now as a replacement trustee, often for families who have fallen into crisis over the administration of their trusts. He steps in as an experienced, impartial, resourceful and efficient trustee to resolve the crisis and put the trust back on track.
Dan and his team have successfully managed a wide variety of trusts, and have become a go-to resource for corporate trustees and professionals for difficult and unusual trust situations.
And for those who want to avoid crisis, Dan serves as successor trustee as well as power of attorney and executor. His unique preparedness program enables Dan and his team to hit-the-ground running at time of need.
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Free Consultation
$0 first 60 minutes
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Chat withState: Illinois
Acquired: 1984
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707 Osterman Ave, #83, Deerfield, IL, 60015
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2023
Super Lawyer, Thomson Reuters
2023
Master Certified Trustee, Independent Trustee Alliance
2022
Super Lawyer, Thomson Reuters
2021
Super Lawyer, Thomson Reuters
2020
Super Lawyer, Thomson Reuters
2019
Master Certified Trustee, Independent Trustee Alliance
1997 - Present
Owner, Felix Group, PC
2016 - Present
INDEPENDENT TRUSTEE ALLIANCECo-Founder, Active Member, Former Secretary and Board Member
2010 - Present
The Purposeful Planning Institute & CollaborationMember
2010 - Present
Chicago Estate Planning CouncilMember
2009 - Present
Greater North Shore Estate & Financial Planning CouncilMember
1984
JD - Juris Doctor
1977
B.A.
2017
2016
A Successful Trust: WHY IT MATTERS How to define it … and how to achieve it.
2015
2014
Field Testing a Trust for Success.
2013
Collaborating with Trustees
2017
2014
2014
2013
English