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  • June 24, 2016 7:55 PM | Deleted user

    Playing by the rules isn’t enough in family trusts. Instead, a family benefits from defining what constitutes winning. That’s the message from the Chicago Trustee Collaboratory (“CTC”).  In this video clip from a recent CTC meeting, Daniel P. Felix sums up the thought. Dan is an attorney, a trustee and advisor to families, and current President of the CTC.


    The CTC continues to lead the discussion around building family trusts that work. The CTC has launched a quarterly series examining the components of successful private trusts. Developed in cooperation with the Illinois Institute for Continuing Legal Education (“IICLE”). For more information (including copies of DVD’s) click here:


    To view the video, click here.

  • June 14, 2016 6:58 PM | Deleted user

    Many find themselves having to discuss elder life planning under crisis circumstances.  This article explores how to lead inner circle family members through the critical questions that will inevitably need to be addressed, in a safe and organized way.  A comprehensive list of questions, covering the important issues is presented, with practical advice for addressing family members concerns.


    By Irv Capitel


    Click here to read article

  • May 24, 2016 6:38 PM | Deleted user

    A family can enjoy a successful trust by building Clarity, Consensus and Competence. That’s the message from the Chicago Trustee Collaboratory (“CTC”).  In this video clip from a recent CTC meeting, Daniel P. Felix sums up the thought. Dan is an attorney, a trustee and advisor to families, and current President of the CTC.


    Click here to view the video


  • May 03, 2016 8:04 PM | Deleted user

    The emotional upheaval caused by a large distribution of cash requires a calm and cool response.  The beneficiary requires a stabilization process where he is given the time to make one good decision at a time.  The active-pause is ancient wisdom where on takes stock I one is, assess a problem and settle on a future course of behavior.  The article discusses the six phases of the financial stabilization process.  


    Click here to read full article

  • March 29, 2016 1:20 PM | Daniel P. Felix (Administrator)

    Cathy Carroll spoke with Nicole Martin of HR Boost about what makes leadership in a family business unique.  The interview aired on Advisor TV on December 3, 2015.


    A member of the Chicago Trustee Collaboratory, Cathy is the founder of Legacy Onward which brings leadership and executive coaching services to family businesses.


    To view the interview, click here.


  • March 01, 2016 1:00 PM | Daniel P. Felix (Administrator)
    A family trust has lots of rules – but who wins? When can you say a trust is “successful”?  In the first of a series of articles, Daniel P. Felix, JD and Professional Trustee, offers some thoughts.

    The Chicago Trustee Collaboratory (“CTC”) has addressed this core concern. Besides being a continuing theme at monthly meetings, members of the CTC conducted a full-day seminar on various Keys to Successful Trust Administration.  The seminar was produced in collaboration with the Illinois Institute for Continuing Legal Education (“IICLE”), and you can get more information, including a recording here   


    To read the article, click here.

  • February 02, 2016 12:43 PM | Daniel P. Felix (Administrator)

    This article outlines five pitfalls to avoid in succession planning

    of a family business.


    Cathy Carroll wrote this article for the National Automatic Merchandising Association.  


    A member of the Chicago Trustee Collaboratory, Cathy is the founder of Legacy Onward which brings leadership and executive coaching services to family businesses.


    Read the full article by clicking here.


  • January 05, 2016 12:29 PM | Daniel P. Felix (Administrator)

    Chicago Trustee Collaboratory member Cathy Carroll wrote this article for the FFI Practitioner, whose theme for 2015 was “Myths and Realities.”  


    This case study highlights how emotions drive decision-making

    in a family business more often than not, since they can.  Bringing in an expert in emotional intelligence or family

    dynamics can help family businesses align needs and values.


    To open the article, click here.  [Article copyright 2015 The Family Firm Institute, Inc. Republished with permission.]

  • October 19, 2015 5:07 PM | Daniel P. Felix (Administrator)
    The Chicago Trustee Collaboratory learned about the Samoan Wisdom Circle by participating in the 5th annual Rendezvous Conference of the Purposeful Planning Institute (“PPI”), whose compelling theme was “The Road to Mastery”. We hope you find this new technique to be helpful in your world, and also an inspiration to connect directly with the presenters as well as the PPI.


    Read the full description of the process here.



  • July 14, 2015 9:00 AM | Daniel P. Felix (Administrator)

    Daniel Felix, founder and president of the Chicago Trustee Collaboratory, explains the mission of the Collaboratory.


    Check out the video:



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