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 … WebDaniel Felix - Professional Trustee - Featured Business Owner Dan Felix helps families navigate through their trusts. My Family Trust Rescue Service™ helps when the trust is …
Dan felix professional trustee
Did you know?
WebOut of his belief that the transition from generation to generation can be a blessing, and not a curse, Dan offers a unique set of services under the umbrella of The Professional Trustee™. As an independent professional fiduciary, Dan is the guardian of smooth transitions. He uses the preferred family-centric approach and other practical ... 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.
WebDan is experienced in administering 503 (g) and alimony trusts in an impartial, efficient and successful way. His feedback on structuring and how to efficiently administer these trusts saves you time and trouble – even recommending alternatives to a trust as appropriate. Of course, Dan can also replace your clients’ soon-to-be ex in their various estate documents! 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 …
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 ... WebDANIEL P. FELIX is a licensed Illinois attorney using his legal expertise & people management skills to help families by serving as an impartial …
WebThe Professional Trustee 318 followers on LinkedIn. Serving as trustee, successor trustee, executor, power of attorney, and trust coach. DANIEL P. FELIX is an attorney …
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 and advisor – a skill he's practiced for almost 30 years. Specifically, Dan counsels families and their trustees -- and in the right situation serves as trustee. readingelephant.comreadinger allison b mdWeb900+ Results for "Dan Felix" Dan Felix CEO at GLOBALFACE GROUP Miami Beach, FL Cold City Productions, +3 more Kansas State University, +1 more Dan F. Alliances Marketing Manager at Ricoh UK... how to switch screen back to normalWebDan excels in helping individuals through counseling, coaching, & teaching. He is a trusted advisor & confidante to many, having earned wide-scale recognition for his expertise. Dan also brings... how to switch schools for fafsaWebView The Professional Trustee (www.the-professional-trustee.com) location in Illinois, United States , revenue, industry and description. ... The Professional Trustee, a unit of Felix Group PC. SIC Code 67,673. NAICS Code 52,523. Show More. Top Competitors of The Professional Trustee. WealthPLAN <25 <$5M. 1 . Law Offices Of Andrew Cohen <25 how to switch schoolsWebRandy: It’s December 11, 2014, and I’m here today with Dan Felix. Dan is The Professional Trustee and lawyer. He is still a member of the bar, but not practicing law … how to switch school on lockdown browserWebDan Felix Senior IT Professional Milwaukee y alrededores. Dan Felix Associate Director of Business, Perioperative Services Tucson, AZ. Banner Health y 3 más Grand Canyon University y 3 más Dan Felix Thermo Fisher Scientific (Compendia Bioscience) Sidman, PA. Thermo Fisher Scientific (Compendia Bioscience) y 3 más ... readingforeducation.com
