Creating peace-of-mind for families by serving as trustee. Putting out the fires of crisis, as well as helping to prevent disasters.
Daniel 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. His unique service, Successful Successions™, helps families helps achieve smooth transitions.
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.
Dan also helps those aging alone, so-called Elder Orphans, as well as others by taking the role of Successor Trustee as well as holder of the Power of Attorney for Property.
Our mission is to smooth intergenerational transition. The transition from one generation to the next should not be a curse, but a blessing.
