The Professional Trustee

DANIEL P. FELIX is an attorney who uses his skills to bring harmony to families in their trusts. Specifically, Dan helps families with the knotty, emotional and too often destructive process of intergenerational transition. Out 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 wisdom to help families transition as harmoniously as possible. Dan supports smooth family transitions by serving as a resource & where appropriate as trustee or other fiduciary. He has had particular success in rescuing families from trusts that aren't working. As an accomplished, meticulous, & collaborative trust administrator inexorably linked with high integrity & holistic values, he stewards the trustmaker’s vision in addressing the needs of beneficiaries. Dan 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 his versatility, vision, and collective legal expertise to his non-for-profit education and advocacy organization. Areas of Concentration: ● Trust Administration ● Support for Trustees, Beneficiaries & Trust Creators ● Professional & Practical Education ● Conflict Avoidance & Resolution ● Idea & Possibility Generation ● Communication & Relational Skills ● Meeting Facilitation & Public Speaking