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The Professional Trustee
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making trusts work for those they are meant to serve
making trusts work for those they are meant to serve

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The Professional Trustee's posts

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Movie Serves as Family Trust Case Study

Manchester by the Sea offers great insights into trust administration. And it’s a moving story excellently told – the movie, screenplay, directory, as well as the actors who portray the uncle trustee and the nephew beneficiary – are all nominated for Oscars.

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Consider the textbook challenge of administering a trust for a beneficiary who is challenged by sticking to a budget. A trustee’s escalating instructions and imposing consequences at best treat a symptom, and at worst are destructive to the beneficiary and to a positive collaborative relationship.

An effective approach can start with recognition of some of the inescapable forces at work with a heaping portion of compassion and patience.

Check out the details in this installment in our continuing series on Keys to Successful Trust Administration.

Thanks to Lawyers Connecting™ for hosting my presentation at both their Northshore and Loop locations in September. The topic: “What every attorney show know about trust administration”

The goal of the talk is to help attorneys serve their clients more wisely by evidencing:
➢ how successful administration relates to the law,
➢ the gravamen of the trustee relationship, and
➢ essential trust skills.

I’m grateful for the opportunity to educate and for the positive feedback!

I’ll be giving that PowerPoint presentation on at John Marshall Law School on October 14th hosted by the Flying Solo organization.

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Register for 6/17 #Chicago lunch "How to Collaborate with #Trust Protectors" with John A. Warnick http://ow.ly/wbc95

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There is help available for families suffering from * The Troubled Trustee Syndrome *

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“Both/and” or paradox thinking is on my short list of foundational tools for trustees – and anyone else who wants to embrace practical wisdom  to successfully balance competing interests and arrive at the best solution.

I can also personally recommend the outstanding instructor: Neesa Sweet of Braided River Group.  

Thursday evening, February 13th at the Chicago School 325 N. Wells St.  And for $30?!  A steal!

Check it out at:   http://odnchicago.org/event/polarity-thinking-and-the-pact

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The video resume of Daniel P. Felix, founder of The Professional Trustee

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Criteria for Special Needs Trustee applies to Selection of Other Trustees, Too! http://ow.ly/rmIUi
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