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Frederick Putnam Davies

Estate planning Attorney at Syracuse, NY

3.6   10 reviews
  • State Years
    New York - NY 37 years
    Connecticut - CT 38 years
  • Licensed for 37 years
    State NY
    Acquired 1986
    Status
    Currently Registered No misconduct found
  • Licensed for 38 years
    State CT
    Acquired 1985
    Status
    Active No misconduct found

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

About Frederick

Learn Frederick’s areas of practice.

5
Practice areas

Frederick P. Davies is the founder and senior attorney of the Davies Law Firm, P.C. and a noted speaker on Estate Planning, Living Trusts, Long Term Care, Medicaid and Taxes.  He earned a Bachelor of Arts in Political Science from the University of Vermont in 1982 and a law degree (Juris Doctor) from the Syracuse University College of Law in 1985.  Following graduation, Mr. Davies was admitted to practice law in all the state courts of New York and Connecticut.  He is also admitted to practice law before the United States Supreme Court, the United States Tax Court and the Federal District Courts for the Northern and Western Districts of New York.

 

In September 1983, Mr. Davies joined the United States Navy JAG Student Program.  After taking the Bar Exams for New York and Connecticut, Lieutenant (JG) Davies attended Naval Justice School in Newport, Rhode Island, and was certified as a Judge Advocate (Military Lawyer).  In January 1986, Lieutenant (JG) Davies was stationed at Naval Base San Francisco, California, where he began his estate planning practice and gained extensive trial experience.  In 1989, Lieutenant Davies left active duty, returned home to Central New York, and joined the Naval Reserve, attaining the rank of Lieutenant Commander. 

 

In 1992, Captain Davies transferred to the New York Air National Guard and served as the Deputy Staff Judge Advocate for the 174th Fighter Wing at Hancock Field, Syracuse.  In 1995, he accepted the position of Air Staff Judge Advocate for Headquarters, Connecticut Air National Guard.  In 2002, Lieutenant Colonel Davies transferred back to the New York Air National Guard and served as the Staff Judge Advocate for the Eastern Air Defense Sector, Rome, New York.

 

In May 2012, Colonel Davies transferred to the US Air Force Reserve at Joint Base Andrews, Maryland, and served as the Senior IMA for the Community Legal Services Directorate of The Judge Advocate General of the United States Air Force.  In November 2014, Colonel Davies transferred to the Air Force Judge Advocate

General’s School (Air Force Law School) where he served as an Instructor and the Subject Matter Expert on Estate Planning for the United States Air Force.  Colonel Davies retired from the military on December 14, 2015.

 

Mr. Davies, upon his release from active duty in 1989, worked for a number of law firms in Central New York.  Wanting to focus his legal practice on Estate Planning, Mr. Davies started the Davies Law Firm, P.C. in 1993.  From simple beginnings, the firm has become one of the prominent law firms in Central New York focused on Estate Planning, Living Trusts, Estate Administration, Probate, Long Term Care, and Taxation.

 

Mr. Davies is a member of the American Bar Association (Wills and Estates Section), the New York State Bar Association (Trusts & Estates and Elder Law Sections), the National Association of Insurance and Financial Advisors, and the Estate Planning Council of Central New York.

 

Mr. Davies has given over 1000 seminars on Estate and Tax Planning, Long Term Care, Medicaid and other Elder Law issues. He has also been a guest speaker for a variety of groups and organizations including the AARP – Local Onondaga Chapter, The Adult Education Program of SUNY Utica, The Carpenters Union Local 747, The First Baptist Church of Rome, The General Electric Elfun Retirees, Liverpool Public Library, New York State Correctional Facility Employees Association, Niagara Mohawk Employees, The Prostate Cancer Survivors Group, S.A.G.E., Sennett Seniors, Verizon Employees Group, The West Genesee Adult Education Program, The Women’s Business Group of Utica, and many others.

Photos and videos

Location

Davies Law Firm, P.C.
210 E Fayette St.
Ste 700
Syracuse, NY, 13202-1947

Reviews

3.6 / 5.0
  10 customer reviews
Posted by Donald | May 23, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Clarry
We used them for estate planning; Living Trust. Friendly, seemed really interested in helping us. Couldn't ask for a better experience! His staff are really helpful, made the experience really easy. Would, and have, recommended him to others.
Posted by anonymous | April 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Great Law Firm!
Attorney Davies put together a living trust for me and my family a few years ago. Whenever I call the office they are always helpful and friendly. If you need estate planning, I highly recommend the Davies Law Firm.
Posted by Chuck | April 12, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Very positive experience
Davies Law Firm helped us set up a trust, and has been extremely helpful with a series of other, unrelated legal issues. Fred and his staff have been consistently responsive and helpful. We recommend Fred and his firm enthusiastically.
Posted by Jen | February 1, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Great Experience
I recently set up my estate plan with the Davies Law Firm. My experience was wonderful. Everything went smoothly and the legal assistants were very helpful throughout the entire process. Trust Protector provisions were brought to my attention and once it was explained, I believe it makes perfect sense. I have free phone calls for life so I am able to call with any questions. I feel very comfortable that my estate is in good hands.
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Posted by Peggy | June 6, 2015
Great Lawyer
Mr. Davies did a trust for me and was very knowledgeable and very persistent, it took a while for me to fill out all the paperwork. His office as well as Mr. Davies himself have been very responsive to all questions that I had. I would highly recommend the Davies Law Firm.
Posted by Sharon | May 28, 2015
Trust and Estate Planning
My husband and I just had a Trust done with the Davies Law Firm. Mr. Davies was very knowlegable and professional. His Staff was very friendly and knowlegeable also. I would highly recommend his firm to prepare your estate plan.
Posted by anonymous | February 22, 2010
"Trust protector" for living trust
Mr. Davies' office formed a living trust for me and my wife. During our discussions with Mr. Davies or his assistant, there wasn't any mention of a trust protector for the trust. The first time it was finally identified was when we came in to sign the trust documents. Even then, his assistant only said that Mr. Davies was named as the trust protector. The assistant did not describe at all the authority of the trust protector. Upon reading the documents afterwards, we found out that the trust protector had the authority to remove any of our trustees “with or without cause" under certain conditions (us being incapacitated). After some prodding (few unsuccessful attempts to seek clarification and filing a complaint with the Better Business Bureau), Mr. Davies agreed to modify the trust provisions for the trust protector. If you have a living trust or decide to get one, please read the documents carefully or have a trusted friend or relative read them for you to make sure the trust doesn't have anything you are not comfortable with.
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Posted by anonymous | February 8, 2024
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Bait and switch
Stay as far away from this attorney as you can! I almost went with them, after their seminar. Some very trusted friends and family steered me clear!
Posted by anonymous | September 1, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Not Recommended
I had Fred Davies set up a Trust for me, it was efficient and painless. When I required changes, I delegated to my daughter who has Power of Attorney for all my legal, financial and health affairs. The Davies Law Firm was terrible to deal with. They were rude, disrespectful to my daughter, refused to accept the NYS Power of Attorney. In performing a detailed review of the Trust, my daughter noticed they had appointed themselves as "Trust Protector". This was never discussed nor approved when setting up the original Trust. I can remove Davies Law as Trust Proctor by filing an Amendment to the Trust (for a fee). I amended with another attorney and severed all relations with the Davies Law Firm.
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Posted by anonymous | May 7, 2015
very disappointing experience
Did a trust and also snuck himself in as a trust protector... did catch and fix before signing... agreeable before getting paid, but very difficult after he was paid. A very unpleasant experience. Wish I had gone elsewhere! Handling of an estate was a nightmare afterwards! Errors were constant and I ended up doing most of the work.
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Response from Frederick Davies January 27, 2016
I was surprised to receive this anonymous review. Although it is very difficult to respond without knowing who posted the review, I have the following response. I have never tried to "sneak" myself in as a Trust Protector. We review each and every document very carefully with our clients. If they have any changes, we make certain that the documents are 100% exactly what they want before signing, to include the Trust Protector provisions which serve a very important purpose in a trust agreement. In addition, all of our clients have free telephone calls for life. If this person was in fact a client, he or she could have easily contacted me or my office staff with any problems he or she might have had. No such person comes to mind for me or my staff. I do not believe that this review was made by one of my clients. The reason is simple... my client would have to be dead before the estate would need to be resolved. The same person could not be both my client and the person who would ultimately resolve the estate. The only thing I can think of is that the person who posted this review was a disgruntled heir who was disappointed with his or her share of the estate when my client died. Frederick P. Davies
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Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 8.1 (Excellent)

Work Experience

  • Senior Attorney and Owner
  • Davies Law Firm, P.C.
  • 1993 - Present
  • Judge Advocate
  • United State Air Force Reserve
  • 2012 - 2015
  • Staff Judge Advocate
  • Air National Guard
  • 1992 - 2012
  • Judge Advocate (Military Lawyer)
  • United States Navy JAG
  • 1983 - 1992
View all work experience

Education

  • Syracuse University College of Law
  • Juris Doctor
  • 1985
  • University of Vermont
  • BA
  • 1982

Sample of Legal Cases

  • Smith Estate
  • All issues were resolved to the benefit of the family.

Associations

  • Estate Planning Council of Central New York
  • Member
  • 2000 - Present
  • New York State Bar Association, Elder Law Section
  • Member
  • 1998 - Present
  • WealthCounsel
  • Charter Member
  • 1998 - Present
  • New York State Bar Association, Trusts and Estates Law Section
  • Member
  • 1996 - Present
  • New York State Bar Association
  • Member
  • 1985 - Present
  • American Bar Asocaition
  • Member
  • 1985 - Present
  • Estate Planning Council of Central New York
  • Board of Directors
  • 2003 - 2005
  • American Academy of Estate Planning Attorneys
  • Member
  • 1996 - 1998
View all associations

Languages Spoken

  • English

Honors and Awards

  • BV Rated
  • Martindale-Hubbell
  • 2016

Publications

  • Davies Law Firm
  • Living Trusts and Long Term Care In New York
  • 2020

Speaking Engagements

  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2015
  • Drafting Effective Wills and Trusts
  • Drafting Wills and Trusts
  • 2015
  • Top Estate Planning Techniques
  • Estate Planning
  • 2014
  • Estate Administration Procedures: Why Each Step is Important
  • Estate Administration
  • 2014
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2013
  • Trusts 101
  • Trusts
  • 2013
  • The Probate Process from Start to Finish
  • Probate
  • 2013
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2012
  • Medicaid and Medicare Update
  • Medicare and Medicaid
  • 2012
  • Estate Administration from Start to Finish
  • Estate Administration
  • 2012
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2011
  • Trusts 101
  • Trusts
  • 2011
  • Probate Process from A to Z
  • Probate Process
  • 2011
  • Drafting Effective Wills and Trusts
  • Drafting Wills and Trusts
  • 2011
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2010
  • Estate Administration Procedures: Why Each Step is Important
  • Estate Administration
  • 2010
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2009
  • The Probate Process from Start to Finish
  • Probate
  • 2009
  • Estate and Long Term Care Planning for Elder Clients
  • Elder Law
  • 2009
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2008
  • The Probate Process from Start to Finish
  • Probate Process
  • 2008
  • Fundamental Probate Procedures and Practice
  • Probate Process
  • 2008
  • Estate Planning in the Air Force
  • Estate Planning for Military Members and Dependents
  • 2008
  • Drafting Effective Wills and Trusts
  • Drafting Wills and Trusts
  • 2008
  • USAF Annual Survey of the Law
  • Estate Planning Update
  • 2007
  • How to Draft Wills and Trusts in New York
  • Drafting Wills and Trusts
  • 2004
View all speaking engagements

Attorney endorsements

Received (3)
Given (12)
Endorse Frederick
Estate planning Attorney | Jan 28
Relationship: Fellow lawyer in community
"Fred expertly handles the questions presented to him and I fully endorse him."
Estate planning Attorney | Jan 26
Relationship: Friend
"Fred and I spent much time together at estate planning events given by the American Academy of Estate Planning Attorneys. I find him to be a knowledgeable and caring estate planning attorney. I would be most comfortable recommending clients to him knowing they will be well cared for."
Estate planning Attorney | Jun 09
Relationship: Fellow lawyer in community
"I have known Fred for over 20 years. He always wants to do a great job for his clients. He sees the big picture and finds the right solution for his clients. I would never hesitate to refer estate planning related work to Fred."
Estate planning
Estate planning
Estate planning
Bankruptcy and debt
Estate planning
Divorce and separation
Social Security & Disability
Medicaid and medicare
Syracuse Estate planning Lawyer Frederick Putnam Davies
Frederick Putnam Davies
Estate planning Attorney
Syracuse, NY
Licensed for 38 years