Dan felix professional trustee
WebJul 10, 2024 · Daniel P. Felix was elected Secretary for the Independent Trustee Alliance at their recent annual conference. Dan is also co-founder of the Alliance, an international … WebDeerfield attorney Dan Felix is approaching his 30th year in practice and his 20th as a fiduciary. 1 All attorneys should think differently about trusts thanks to the new law, which allows the unbundling of trustee investment and distribution responsibilities and adds a supervising trust protector. ...
Dan felix professional trustee
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WebDaniel 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 … WebChair of the William & Mary Foundation. Richmond, VA. Janet Rollins Atwater ’84, P ’17, P ’18, P ’20. Vice Chair for Development Strategy. Chadds Ford, PA. Elizabeth Cabell Jennings ’85, P ’17. Vice Chair for …
WebSuccessor Trustee As your successor trustee, Dan starts now to help you and your family achieve a smooth and efficient transition and increase your confidence in the accuracy and ease in the process. Being prepared now will save you money, time and heartache later. WebDaniel P. Felix is an attorney who uses his legal skills to help families navigate the rough waters of disability and death. Not an estate planner, Dan serves as a trust administrator …
WebFounder & President at Chicago Trustee Collaboratory. Daniel Felix is the Founder & President at Chicago Trustee Collaboratory based in Glenview, Illinois. Previously, Daniel was the Independent Trust ee at The Professional Trustee and also held positions at Fischel & Kahn, Locke Lord. Daniel received a Bachelor of Arts degree from Univ Of ... WebProfessional Trustees can be beneficial for a number of reasons. Before you name a Trustee, you should understand the difference between using someone close and personal to you and using a Professional Trustee. Decide if a Professional Trustee is the route you should take, or if you should just use a family member, spouse or close friend as ...
WebDan is the ideal professional trustee for those of your clients who are forward-thinking and know the value of being prepared in life. Aligned with your long term focus, Dan knows advance preparation assures your clients that their wishes and goals are being attended to as they desire, and their assets are most likely to remain intact.
WebA Trustee who is not the Beneficiary of a Trust, and who oversees management of that Trust in a professional capacity, is known as a Professional Trustee. A Professional Trustee is also sometimes known as a Fiduciary. The Professional Trustee can be a person or an institution hired to handle a Trust for one or more Beneficiaries. eastchester boys basketballWebThe Professional Trustee 318 followers on LinkedIn. Serving as trustee, successor trustee, executor, power of attorney, and trust coach. DANIEL P. FELIX is an attorney … eastchester breast centerWebDec 3, 2024 · Virtually on demand, Dan Felix offers an unexceeded level of trust and expertise to calm estates in rough waters. Designated as a “Master Trustee” by the … Daniel P. Felix advises & counsels families and their trustees about trust … As your successor trustee, Dan starts now to help you and your family achieve a … As your successor trustee, Dan starts now to help you and your family achieve a … Would you benefit from a chat with a professional trustee? Send Dan a … Your On-Demand Trustee: Dan Felix offers an unexceeded level of trust and … Dan is an easy choice where your client has no candidate in the family, or simply … Dan is the ideal professional trustee for those of your clients who are forward … cube bikes 2023 absWebDANIEL P. FELIX is a licensed Illinois attorney using his legal expertise & people management skills to help families by serving as an impartial … eastchester building deptWebJul 10, 2024 · Daniel P. Felix was elected Secretary for the Independent Trustee Alliance at their recent annual conference. Dan is also co-founder of the Alliance, an international professional association which educates and certifies non-corporate family trustees and financial fiduciaries. ... Dan is the principal of The Professional Trustee, where his ... eastchester building departmentWebby Dan Felix Dec 3, 2024 Articles. The Value of the Professional Trustee. by Dan Felix Dec 3, 2024 Articles. Mission Statement: What I Believe. by Dan Felix Dec 3, 2024 Articles. Trust Essential Beyond Having a Signed Trust Document. by … eastchester bronx ny zip codeWebAug 26, 2024 · Professional Trustee: Pros. 1. Requisite Skills and Knowledge: A professional trustee is just that—professional. This person has the training and experience to not only expertly bear the inherent … cube bikes 20 inch