Chicago Trustee Collaboratory

Home

WELCOME TO THE CHICAGO TRUSTEE COLLABORATORY -

a not-for-profit professional association helping families and their trusted advisors understand and manage their family trusts

OUR MISSION:

Our mission is to help families flourish into the next generation because of their trusts! Click here to find out more about us and what we do.

JOIN US:

Join us at either of our two monthly meetings.

TRUSTEE REFERENCE INFO:
Click here for free reference of video’s, articles, and many resources.

MORE INFO:

For more information, contact Daniel P. Felix @ DanFelix at The-Professional-Trustee.com 847-444-0251

NEWS & EVENTS:

Upcoming events

Northshore Trust Collaboratory Lunch

December 18, 2018 11:30 AM • Journey Care Center, 2050 Claire Court, Glenview, IL 60025

Chicago Loop Collaboratory Lunch

January 08, 2019 11:30 AM • Illinois State Bar Association 20 South Clark, Suite 900, Chicago

Northshore Trust Collaboratory Lunch

January 15, 2019 11:30 AM • Journey Care Center, 2050 Claire Court, Glenview, IL 60025

Recent blog posts

A Trust is a process as well as a document and it’s best to include the successor trustee in the process from the start

December 09, 2018 6:26 PM • Jordan Gitelman

“Bad Patients”: Sympathy Through Understanding

October 07, 2018 4:32 PM • Jordan Gitelman

Uncle Morrie is the Trustee: What could possibly go wrong?

September 05, 2018 7:24 PM • Jordan Gitelman