David Frees - Wills,Trusts, Asset Protection & Estate Planning
Representing Executors and Trustees
One of the finest wealth transfer attorneys in the Philadelphia area
- a Estate Planning client
Outstanding knowledge, advice and a warm and caring person.
- a Estate Planning client
Overview
Avvo Rating
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Practice Areas
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Fees and Payment Types
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Fees
Fixed (Sometimes), Free Consultation (45 minutes), Hourly ($350-$400/hour)
Payment types
Cash, Check, Credit Card
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Contact Information
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Unruh, Turner, Burke & Frees
17 W. Gay St.
West Chester, PA 19381
610-933-8069
View map
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Unruh Turner Burke and Frees
120 Gay Street
Phoenixville, PA 19460
Office:
610-933-8069
View map
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Unruh Turner Burke and Frees
116 E. King Street
Malvern, PA 19355
Office:
610-933-8069
View map
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About Me
Photos (0)
Videos (23)
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Hello and thank you for taking the time to visit my AVVO profile. If you
are interested in preserving family wealth and wisdom, then please continue on to... more
View all photos and/or videos
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References
Client Reviews
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Posted by:
a Estate Planning client,
2009-01-13
about 3 years ago.
Client Review:
Our Trust Department has utilized David's expertise for several years to assist our clients with their overall estate plans. He delivers excellent...
more
Posted by:
a Estate Planning client,
2008-08-18
over 3 years ago.
Client Review:
I have relied on David's legal advice to make critical decisions on handling family wealth and making appropriate decisions for my family's future....
more
View all 3 reviews
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Peer Endorsements
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I have known Dave for over 20 years and have had the pleasure to collaborate with him on many cases. Additionally we have worked together for the...
more
Endorsement from lawyer:
Robert Romain
, Phoenixville (PA), Over 2 years ago
I have been practicing law for 27 years and I know a great lawyer when I work with one. And there is no doubt that David Frees belongs in this...
more
Endorsement from lawyer:
Vaughan De Kirby
, San Francisco (CA), Almost 3 years ago
View all 11 endorsements
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Résumé
License
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26 years since David M. Frees III was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Pennsylvania |
Active
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1985 |
12/24/2011 |
| New Jersey |
Active
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1986 |
07/15/2009 |
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
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Board of Directors at
Phoenixville Federal Bank And Trust
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2007–present
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Chairman: Estate Planning and Wealth Preservation Section at
Unruh Turner Burke and Frees
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1995–present
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General Counsel - Outside firm at
Phoenixville Federal Bank and Trust
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1995–present
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Advisory Board at
First Financial Bank Corp
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2003–2007
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See all 4 job entries
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Education
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| School |
Major |
Degree |
Graduated |
| University of Pennsylvania Law School |
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Juris Doctorate |
1985 |
| Dickinson College |
History, Political Science, Geology and Computer Science |
BA |
1982 |
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Awards
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| Award Name |
Granting Organization |
Date |
| Superlawyer - Trusts and Estates |
Superlawyers |
2010 |
| Stanford Registry of Who's Who |
Stanford Who's Who |
2009 |
| Best Trusts and Estates Attorney of The Main Line |
Main Line Today Magazine |
2008 |
| Best Conference Speaker |
Mickey Mongan - Conclave |
2007 |
| The Door Opener Award |
Chester County Community Foundation |
2007 |
| Member Society of Trust and Estates Professionals |
STEP |
2005 |
| Door Opener Award |
Freedom Valley YMCA |
2004 |
| Paul Harris Fellow |
Rotary International |
2000 |
| Gundaker Foundation Fellow |
Gundaker Foundation Rotary International |
1999 |
See all 9 awards
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Associations
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| Position |
Association Name |
Duration |
| Member |
Society of Trust and Estates Professionals |
2005-present
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| Member _ United States |
Society of Trusts and Estate Professionals |
2005-present
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| Advocate |
Citizens' Advocacy |
2001-present
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| Member |
Chester County Estate Planning Council |
1995-present
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| Member |
Chester County Bar Association |
1986-present
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| Member |
American Bar Association |
1985-present
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| Member |
Pennsylvania Bar Association |
1985-present
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| Chairman and Board Member |
Chester County Community Foundation |
2001-2007
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| Board Member |
Phoenixville Hospital Board of Directors |
2001-2004
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| Counsel and Advisor |
Rotary Foundation Endowment |
1998-2003
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| President |
Rotary Club |
1987-1998
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See all 11 association entries
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Portfolio
Contribution
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Reputation Level 9
View all contributions
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Recently Posted
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Cases
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Outcome: Litigation involving interpretation of will
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Publications
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See all 11 publications
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Speaking Engagements
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| Presentation Name |
Conference |
Date |
| Ethical Legal Marketing |
GLM |
2010 |
| Enhanced Communications Skills |
YMCA Staff and Executive Training |
2009 |
| Enhancing Your Communications Skills for Lawyers |
Top Practices and Lawyer Marketing |
2009 |
| Estate Planning For Families With Children |
Pennsylvania Bar Institute |
2009 |
| Lawyer Websites, Publishing and Social Media |
Lawyers And The Internet - 30/60/90 Days |
2009 |
| Enhanced Communications Skills |
GKIC Conference |
2009 |
| Estate Planning For The Parents Of Minor Children |
PBI Estate Planning Institute |
2008 |
| Asset Protection Planning for The Professional |
Ben Glass Legal Mastermid & Super Conference |
2008 |
| Enhanced Communications Skills for Lawyers (TM) |
Ben Blass Legal Mastermind |
2008 |
| Asset Protection and Wealth Preservation |
Asset and Wealth Protection |
2008 |
| Bank Marketing and Core Deposits |
PACB - Pennsylvania Association of Community Bankers |
2007 |
| Estate admininstration |
Estate Administration |
2007 |
| Estate Administration for Lawyers |
Estate Administration |
2007 |
| Business Building Skills and Customer Service |
Enhanced Communications and Marketing |
2007 |
| Charitable Giving |
Opening The Door To Charitable Giving |
2006 |
| Philanthropy |
Chester County Community Foundation Annual Meeting |
2006 |
| Asset Protection |
Asset Protection - Sage International |
2006 |
| Legal Ethics |
The Legal Ethics of Charitable Giving |
2004 |
See all 18 speaking engagements
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