by Dan Felix | Jul 6, 2023 | Successful Trust Administration
Using the PERMA Guides of Positive Psychology to Improve Trust Administration I’ll bet PERMA doesn’t appear on the check-lists of many trustees. Perhaps it should. Deeply engaged in the study of how people flourish is a team of positive psychologists collaborating...
by Dan Felix | Sep 18, 2023 | Successor Trustee
What’s Preparation Got To Do With It? It’s easy to understand how the culture and even many professionals think that there’s nothing for the successor trustee to do until the grantor is unable to act. After all, the grantor is doing just fine handling his money...
by Dan Felix | Jun 30, 2023 | Successful Trust Administration
Trusts live in a highly emotional context of money, death, loss and family. Feelings long-submerged can explode even for the most rational of us. Too often, the approach in handling trusts is limited to intellectual, legalistic constructs instead of to also...
by Dan Felix | Sep 18, 2023 | Successor Trustee
The position of successor trustee can be of critical importance to your family. That’s because providing concise proactive service in advance can make the difference between a seamless transition and the unfortunately too-common scenario where the...
by Dan Felix | Jul 24, 2023 | Trust Crisis and How to Deal With Them
Case Study Lessons for Making Trusts Work Too many families feel the pain and expense of problems with their trusts. Mis-steps in administration, often well-intentioned, derail trusts into legal, financial and family breakdowns. This article uses real life...
