Daniel P. Felix was elected Secretary for the Independent Trustee Alliance at their recent annual conference.

Dan is also co-founder of the Alliance, an international professional association which educates and certifies non-corporate family trustees and financial fiduciaries.

A frequent writer and speaker in this field, Dan is the principal of The Professional Trustee, where his practice concentrates exclusively on serving as successor trustee, power of attorney and executor as well as active trustee.