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David M. Frees III

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David M. Frees III
David Frees - Wills,Trusts, Asset Protection & Estate Planning Representing Executors and Trustees
5.0 star rating
Outstanding knowledge, advice and a warm and caring person.
- anonymous, Estate Planning Client
5.0 star rating
One of the finest wealth transfer attorneys in the Philadelphia area
- kkunsch, Estate Planning Client

Overview

Avvo Rating

9.8

Superb

Experience 5.0 star rating
Industry Recognition 3.5 star rating
Professional Conduct 5.0 star rating

Find out more about the Avvo Rating

Average Client Rating

Endorsements

6 endorsements

Practice Areas

  • 50% Estate Planning
    23 years, 4,000 cases
  • 30% Probate
    21 years, 500 cases (1 example)
  • 20% Trusts

Fees & Payments

Fees

  • Fixed (Sometimes)
  • Free Consultation (45 minutes)
  • Hourly ($350-$400/hour)

Payment types

Credit Card, Cash, Check

Contact Information

See larger map

  • Unruh Turner Burke and Frees
    120 Gay Street
    P.O. Box 289
    Phoenixville, PA 19460
    610-572-4527
    View map

See additional addresses

About Me

Photos (0)

Videos (11)

About me: 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 11 videos

References

Client Reviews

Average Client Rating


5 star rating

“Outstanding knowledge, advice and a warm and caring person.”

Posted by: anonymous, 2008-08-18 about 1 year ago. Flag as objectionable

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

5 star rating

“One of the finest wealth transfer attorneys in the Philadelphia area”

Posted by: kkunsch, 2009-01-13 10 months ago. Flag as objectionable

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
View all 3 reviews

Endorsements

Endorsements

6 endorsements


No photo

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), About 1 month ago
Vaughan R De Kirby

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), 8 months ago
View all 6 endorsements

Résumé

Licenses

  • 24 years since David M. Frees III was first licensed to practice law in PA.
  • 23 years since David M. Frees III was first licensed to practice law in NJ.

See license details


We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position Duration
General Counsel - Outside firm at Phoenixville Federal Bank and Trust 1995–present
Chairman: Estate Planning and Wealth Preservation Section at Unruh Turner Burke and Frees 1995–present
See all 4 job entries

Education

School Major Degree Graduated
University of Pennsylvania Law School Juris Doctorate 1985
Dickinson College History, Political Science, Geology and Computer Science BA 1982

Awards

Award Name Granting Organization Date
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
See all 8 awards

Associations

Position Association Name Duration
Member American Bar Association 1985–present
Member Pennsylvania Bar Association 1985–present
See all 11 association entries

Portfolio

Avvo Answers

Avvo Contribution: Contributor Level 4
Question: My mother and I have joint checking & savings...
David's answer: If assets are held in a joint account with rights of survivorship , one half will be taxed if... more
View all 20 answered questions

Blog syndication

Publications

Article Publication Date
Installment Sales To Children and Grandchildren Pennsylvania Estate planning 2009
Protecting Your Heirs From Divorce and Law Suits Protecting Your Heirs 2009
See all 9 publications

Cases

Title:
In Re: Estate of Olga Prosock
Practice Area:
Probate
Outcome:
Litigation involving interpretation of will
Description:
This litigation involved the interpretation of a will and codicil as well as testamentary instructions regarding the limitations o use of property...

See all cases

Speaking Engagements

Speaking Engagement Name Conference Date
Enhanced Communications Skills GKIC Conference 2009
Lawyer Websites, Publishing and Social Media Lawyers And The Internet - 30/60/90 Days 2009
See all 16 speaking engagements
Wills, Trusts, Asset Protection & Estate Palnning Focused On You and Your Heirs

610-572-4527