Helping Families Flourish


Defining “success” for family trusts

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.

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