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We help families with smooth inter-generational transitions by serving as coach, resource or mentor - and where appropriate as trustee. When the present trustee isn't working out or just doesn't fit, we help with our unique Family Trust Rescue Service™. Successor Trustee - We excel as a pro-active back up for the present trustee. Insurance Trusts - We have had great success with this unique trust. Field Testing - The field conditions for your trust are unique: your family, your advisers, and YOU. Will it fly? Test it, ... read more
707 Osterman Ave, Ste 83, Deerfield, IL, 60015, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:30 p.m. | |
Tue | 9:00 a.m. to 5:30 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:30 p.m. | |
Fri | 9:00 a.m. to 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Dan is a compassionate, approachable, and caring individual. Great community resource and company!
Dan is highly knowledgeable and impeccably committed to doing the very best for each and every client.
The Professional Trustee has a 5 star rating with 3 reviews.
The Professional Trustee is closed now. It will open at 9:00 a.m.
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