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David M. Frees
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David M. Frees III

Practice areas:

Estate Planning, Probate, Trusts, Wills & Living Wills

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 review some of the materials that we have put together for you. Many of the checklists, articles, and materials that we have for our clients and prospective clients cover such topics as:

wills
asset protection
trusts to protect children and grandchildren from divorce and litigation
ethical wills to pass on financial wisdom and family values


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David Frees Chairs the Estate Planning and Wealth Preservation section of Unruh, Turner, Burke and Frees.


 


He is a published author, and a regular speaker on the topics of estate administration, asset protection, Trusts and Estate Planning, Protecting Heirs from Creditors and Divorce and many related topics.


Are you interested in:


Protecting Your Assets from Litigation?


Protecting Your Heirs from Divorce and Creditors' Claims?


Passing On Your Financial Wealth and Wisdom?


Establishing a Healthy and Productive Communication across Generations?


David Frees has written articles, guides, books and materials on all of these topics.


 


Frees also speaks regularly on Enhanced Communications(TM) to law firms and professional practices, corporations, businesses, universities, and non profit organizations.


 


Frees has appeared on over 100 radio and television programs including NPR and PBS.


 Contact David Frees at 


610-933-8069


www.utbf.com

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Photos and Videos

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Practice Areas

Licensed since 1985

  1. Estate Planning: 40%
    29 years, 4 thousand cases
  2. Probate: 30%
    27 years, 500 cases
  3. Wills & Living Wills: 15%
  4. Trusts: 15%

Payment

Fees:

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

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

15 total 

  • 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 last 3 years on the administration of a very large estate. He is literally the "Go-To" attorney on any estate planning or estate administration matters. He has my highest and unqualified endorsement.

    More 

    Robert Romain Real Estate Attorney
    Relationship: Fellow lawyer in community

  • 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 category. He is an outstandingly knowledgeable and qualified Estate Planning attorney, but perhaps more importantly, with his communication expertise he brings estate planning to a whole new level. If you are about to plan your estate you must have an attorney that truly listens to you and understands the communication of your desires and values. David Frees will work closely with you to see that your core values and desires are part of your estate plan. You will leave his office knowing that you have provided for your family with the help of an attorney dedicated to meeting your unique needs.

    More 

    Vaughan De Kirby Immigration Attorney
    Relationship: Worked together on matter

Contact Info

Unruh Turner Burke and Frees

120 Gay Street
Phoenixville, PA, 19460-3538

Unruh Turner Burke and Frees

116 E. King Street
Malvern, PA, 19355-2516

Unruh, Turner, Burke & Frees

17 W. Gay St.

West Chester, PA, 19381-0515

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Resume

License
StateStatusAcquiredUpdated
NJActive198605/29/2015
PAActive198505/31/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Superlawyer - Trusts and EstatesSuperlawyers2010
Stanford Registry of Who's WhoStanford Who's Who2009
Best Trusts and Estates Attorney of The Main LineMain Line Today Magazine2008
Best Conference SpeakerMickey Mongan - Conclave2007
The Door Opener AwardChester County Community Foundation2007
Member Society of Trust and Estates ProfessionalsSTEP2005
Door Opener AwardFreedom Valley YMCA2004
Paul Harris FellowRotary International2000
Gundaker Foundation FellowGundaker Foundation Rotary International1999

Work Experience
TitleCompany NameDuration
Board of DirectorsPhoenixville Federal Bank And Trust2007 - Present
Advisory BoardFirst Financial Bank Corp2003 - 2007
Chairman: Estate Planning and Wealth Preservation SectionUnruh Turner Burke and Frees1995 - Present
General Counsel - Outside firmPhoenixville Federal Bank and Trust1995 - Present

Associations
Association NamePosition NameDuration
Society of Trust and Estates ProfessionalsMember2005 - Present
Society of Trusts and Estate ProfessionalsMember _ United States2005 - Present
Chester County Community FoundationChairman and Board Member2001 - 2007
Phoenixville Hospital Board of DirectorsBoard Member2001 - 2004
Citizens' AdvocacyAdvocate2001 - Present
Rotary Foundation EndowmentCounsel and Advisor1998 - 2003
Chester County Estate Planning CouncilMember1995 - Present
Rotary ClubPresident1987 - 1998
Chester County Bar AssociationMember1986 - Present
Pennsylvania Bar AssociationMember1985 - Present
American Bar AssociationMember1985 - Present

Legal Cases
Case NameOutcome
In Re: Estate of Olga ProsockLitigation involving interpretation of will

See all Legal Cases 

Publications
Publication NameTitleDate
The Ten Most Common Mistakes Executors Make - And How To Avoid ThemThe Ten Most Common Miskes Executors Make2009
Pennsylvania Estate planningInstallment Sales To Children and Grandchildren2009
Pennsylvania Estate PlannersWhy Can't I Give More Every Year?2009
Enhanced Estate PlanningEnhanced Estate Planning: What You Need To Know To Leave The Legacy You Desire2009
Protecting Your HeirsProtecting Your Heirs From Divorce and Law Suits2009
Executor Duties In PennsylvaniaThe Pennsylvania Executor Duties and Job Responsibilities2008
Dream Inc.Success Secrets2008
The Greatest Success Secret - Philadelphia editionThe Art of Success2008
Success Technologies www.successtechnologies.comStock Market Mayhem and Gifting Opportunities2008
Eistein's BusinessThe Language of Abundance2007
The Language of Parenting: Building Great Family RelationshipsBook: The Language of Parenting2003

Education
School NameMajorDegreeGraduated
University of Pennsylvania Law SchoolN/AJuris Doctorate1985
Dickinson CollegeHistory, Political Science, Geology and Computer ScienceBA1982

Speaking Engagements
Conference NameTitleDate
GLMEthical Legal Marketing2010
YMCA Staff and Executive TrainingEnhanced Communications Skills2009
Top Practices and Lawyer MarketingEnhancing Your Communications Skills for Lawyers2009
Pennsylvania Bar InstituteEstate Planning For Families With Children2009
Lawyers And The Internet - 30/60/90 DaysLawyer Websites, Publishing and Social Media2009
GKIC ConferenceEnhanced Communications Skills2009
PBI Estate Planning InstituteEstate Planning For The Parents Of Minor Children2008
Ben Glass Legal Mastermid & Super ConferenceAsset Protection Planning for The Professional2008
Ben Blass Legal MastermindEnhanced Communications Skills for Lawyers (TM)2008
Asset and Wealth ProtectionAsset Protection and Wealth Preservation2008
PACB - Pennsylvania Association of Community BankersBank Marketing and Core Deposits2007
Estate AdministrationEstate admininstration2007
Estate AdministrationEstate Administration for Lawyers2007
Enhanced Communications and MarketingBusiness Building Skills and Customer Service2007
Opening The Door To Charitable GivingCharitable Giving2006
Chester County Community Foundation Annual MeetingPhilanthropy2006
Asset Protection - Sage InternationalAsset Protection2006
The Legal Ethics of Charitable GivingLegal Ethics2004