David Frees - Wills,Trusts, Asset Protection & Estate Planning
Representing Executors and Trustees
Outstanding knowledge, advice and a warm and caring person.
- anonymous, Estate Planning Client
One of the finest wealth transfer attorneys in the Philadelphia area
- kkunsch, Estate Planning Client
Overview
Avvo Rating
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9.8
Superb
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Practice Areas
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Fees & Payments
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Fees
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Fixed (Sometimes)
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Free Consultation (45 minutes)
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Hourly ($350-$400/hour)
Payment types
Credit Card, Cash, Check
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Contact Information
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About Me
Photos (0)
Videos (11)
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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
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References
Client Reviews
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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
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
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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), About 1 month 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), 8 months ago
View all 6 endorsements
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Résumé
Licenses
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24 years
since David M. Frees III was first licensed to practice law in PA.
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23 years
since David M. Frees III was first licensed to practice law in NJ.
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
| General Counsel - Outside firm at Phoenixville Federal Bank and Trust |
1995–present
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| Chairman: Estate Planning and Wealth Preservation Section at Unruh Turner Burke and Frees |
1995–present
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| Board of Directors at Phoenixville Federal Bank And Trust |
2007–present
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| Advisory Board at First Financial Bank Corp |
2003–2007
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See all 4 job entries
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Education
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Awards
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| 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 |
| 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 8 awards
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Associations
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| Position |
Association Name |
Duration |
| Member |
American Bar Association |
1985–present
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| Member |
Pennsylvania Bar Association |
1985–present
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| Member |
Chester County Bar Association |
1986–present
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| Member |
Chester County Estate Planning Council |
1995–present
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| Advocate |
Citizens' Advocacy |
2001–present
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| 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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| 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
Legal Guides
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Avvo Contribution:
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Avvo Answers
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Avvo Contribution:
My mother and I have joint checking & savings...
If assets are held in a joint account with rights of survivorship , one half will be taxed if... more
View all 20 answered questions
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Blog syndication
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Publications
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See all 9 publications
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Cases
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- Title:
- In Re: Estate of Olga Prosock
- Practice Area:
- Probate
- Outcome:
- Litigation involving interpretation of will
- Description:
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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
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Speaking Engagements
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| 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 |
| Enhancing Your Communications Skills for Lawyers |
Top Practices and Lawyer Marketing |
2009 |
| Enhanced Communications Skills |
YMCA Staff and Executive Training |
2009 |
| Asset Protection and Wealth Preservation |
Asset and Wealth Protection |
2008 |
| Enhanced Communications Skills for Lawyers (TM) |
Ben Blass Legal Mastermind |
2008 |
| Asset Protection Planning for The Professional |
Ben Glass Legal Mastermid & Super Conference |
2008 |
| Estate Planning For The Parents Of Minor Children |
PBI Estate Planning Institute |
2008 |
| Business Building Skills and Customer Service |
Enhanced Communications and Marketing |
2007 |
| Estate Administration for Lawyers |
Estate Administration |
2007 |
| Estate admininstration |
Estate Administration |
2007 |
| Bank Marketing and Core Deposits |
PACB - Pennsylvania Association of Community Bankers |
2007 |
| Asset Protection |
Asset Protection - Sage International |
2006 |
| Philanthropy |
Chester County Community Foundation Annual Meeting |
2006 |
| Charitable Giving |
Opening The Door To Charitable Giving |
2006 |
| Legal Ethics |
The Legal Ethics of Charitable Giving |
2004 |
See all 16 speaking engagements
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