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David M. Frees III
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About David
Biography
Hello and thank you for taking the time to visit my AVVO profile. If youare 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:willsasset protectiontrusts to protect children and grandchildren from divorce and litigationethical 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
David Frees - Wills,Trusts, Asset Protection & Estate Planning Representing Executors and Trustees
When you need help with an estate or trust and want it done right and cost effectively.
Creating the estate and asset protection planning that you want but thought that you couldn't have
Use trusts to protect your heirs from lawsuits and divorce claims
Practice Areas
4
Practice Areas
Estate Planning
40%
40 years | 4,000 cases
Probate
30%
38 years | 500 cases
Trusts
15%
Wills and Living Wills
15%
Fees and Rates
Cost
Hourly Rates
$ 350-400 per hour
Payment Methods
- Cash
- Check
- Credit Card
Awards
2017 2016 2015
Licenses
Licensed in New Jersey for 39 years
State: New Jersey
Acquired: 1986
No misconduct found
Licensed in Pennsylvania for 40 years
State: Pennsylvania
Acquired: 1985
No misconduct found
Location
Unruh Turner Burke and Frees
43 Leopard Road Paoli Executive II Suite 203, Paoli, PA, 19301
utbf.com/lwyr_hm.htmlUnruh, Turner, Burke & Frees
(610) 569-0550
Unknown
17 W. Gay St., West Chester, PA, 19381-0515
utbf.com/lwyr_hm.htmlGallery
Online Presence
Other places you can find David online.
David M. Frees III's Reviews
Showing 1 - 5 of 38 client reviews from Avvo
Posted by Richard | April 25, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Review of David M. Frees, Esq. as of 04/25/2021.
My will and power of attorney and similar documents were updated. Everything went very smoothly. Mr. Frees made a schedule and met it; he explained all the entries in my new will in a detailed Zoom meeting. The documents are all extremely well done--at least insofar as a non-lawyer can judge. All pos...
Posted by Denise and MItch | April 25, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Pleasurable interactions
Very easy to interact with - down to earth with good sense of humor. Well-versed in Special Needs Trusts.
Posted by Fred | February 3, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Outstanding Estate attorney
Have been a client of Dave Frees for a very, very long time. If I didn't think he could do the job, the relationship would never have been. Dave is certainly competent, professional, courteous, & understanding.
David Frees
Replied last February 14, 2021Thank you for your kind words. We try to deliver what each client wants for each and every client. Be well. Dave
Posted by Richard | July 2, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Revocable Trust
When my wife died last year, I felt I needed to update our Revocable Trust. I asked David to review and recommend appropriate changes since I sold some real estate, and the bank accounts and retirement funds needed to be changed. I was very comfortable with David's recommendations that were specific ...
Posted by anonymous | April 5, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Excellent Estate Lawyer
David simplified our pre-existing Estate Plan in light of current tax laws. He is professional, knowledgeable, approachable, humorous and very intelligent. We were very pleased with the final work product.
David M. Frees III's Lawyer Endorsements
"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."
"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."
"When you are facing a sensitive (and often complex), estate planning matter, you want the best help possible. David is a trusted advisor and an authority in the areas of probate, wills, trusts and tax planning. I endorse him for his work ethic, depth of knowledge, and history of great service to his clients."
"I know David very well as i was a former employee at his firm. I have since opened my own firm. I have worked with David and also referred clients to David. His charisma and knowledge are second to none!! I highly recommend David to anyone in need of a first class Estate attorney!!"
"Dave is a terrific attorney. I highly recommend him to anyone in need of estate planning, probate, and wealth transfer assistance in Pennsylvania. Dave is a real asset to his community and to the legal community as well."
"I watched Dave speak at a conference in DC, and was immediately impressed by his ingenuity, depth, and commitment to the profession. He is the real deal."
"I endorse this lawyer."
"I endorse this lawyer."
"I highly recommend David Frees, a most effective trial lawyer. He has the respect of his peers and is widely recognized as one of the top trial lawyers in his area of expertise. He has very specialized knowledge and will put his skill and experience to work for you."
"If you need estate planning assistance this is THE person to talk to. I endorse David M. Frees, III."
"Dave is really an exceptional trust, estate planning, and probate lawyer. He understands how important it is to have a guide through the process of protecting assets and their heirs. I wouldn't trust anyone else to help me with my estate planning needs."
"A true expert in his field. He is a skilled communicator and frequent lecturer. He has written several books. I own two of his books. If you want an estate planner who is a skilled enough communicator to insure that your exact wishes for your heirs are carried out exactly as you want them to be carried out, then Dave Frees is your man. I am pleased to endorse Dave Frees."
"I have known David for just over two years. We have worked on matters together. I my opinion David Frees is one of the premier estate planning attorneys around. David is the guy I refer my wealthy clients to if they have a question or need concerning their estate planning."
"David and I have worked together for nearly 15 years. In my experience working with David I have been able to see him interact with hundreds of clients. He is able to communicate both the complex and abstract in a way that is easily understood by the clients. His knowledge and understanding of the practical and legal concepts relating to estate planning, estate administration, asset and creditor protection is unparalleled in my opinion. You would be well served by working with David to accomplish your planning goals."
"David Frees is one of the most experienced will and trust attorneys in Pennsylvania. What I really admire about David is that he is a very intense listener. He not only listens to what people have to say, but has tremendous skills in comprehending their needs. I cannot stress enough how important and valuable this skill is in the estate planning business. David has authored numerous publications on the subject of estate planning. But what I believe is special about David Frees is he takes all that knowledge, listens to what his clients want and combines them effectively to produce expertly crafted estate plans that are customized to match his clients’ needs. If you need an experienced Pennsylvania will and trust attorney who focuses on estate planning, trusts and estate administration with a thorough knowledge of finances and investments, David Frees is your man. He will guide you efficiently and successfully through what can be a complex legal process."
"I am a lawyer practicing in Washington state. Although I have not worked on a legal matter with Dave Frees, I have heard him speak to hundreds of attorneys and other professionals in the areas of estate planning and effective communication. Dave is incredibly knowledgeable in the area of estate planning and tax liability, so much so that my wife and I have sought out his counsel in these areas. Dave is very much devoted to serving his clients and making sure their assets are protected. If you are in need of estate planning assistance or tax liability issues, then Dave Frees is your guy."
"David is a very knowledgeable, professional and competent lawyer."
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Experience
Honors
2010
Superlawyer - Trusts and Estates, Superlawyers
2009
Stanford Registry of Who's Who, Stanford Who's Who
2008
Best Trusts and Estates Attorney of The Main Line, Main Line Today Magazine
2007
Best Conference Speaker, Mickey Mongan - Conclave
2007
The Door Opener Award, Chester County Community Foundation
2005
Member Society of Trust and Estates Professionals, STEP
2004
Door Opener Award, Freedom Valley YMCA
2000
Paul Harris Fellow, Rotary International
1999
Gundaker Foundation Fellow, Gundaker Foundation Rotary International
Work Experience
2007 - Present
Board of Directors, Phoenixville Federal Bank And Trust
1995 - Present
Chairman: Estate Planning and Wealth Preservation Section, Unruh Turner Burke and Frees
1995 - Present
General Counsel - Outside firm, Phoenixville Federal Bank and Trust
2003 - 2007
Advisory Board, First Financial Bank Corp
Associations
2005 - Present
Society of Trusts and Estate ProfessionalsMember _ United States
2005 - Present
Society of Trust and Estates ProfessionalsMember
2001 - Present
Citizens' AdvocacyAdvocate
1995 - Present
Chester County Estate Planning CouncilMember
1986 - Present
Chester County Bar AssociationMember
1985 - Present
Pennsylvania Bar AssociationMember
1985 - Present
American Bar AssociationMember
2001 - 2007
Chester County Community FoundationChairman and Board Member
2001 - 2004
Phoenixville Hospital Board of DirectorsBoard Member
1998 - 2003
Rotary Foundation EndowmentCounsel and Advisor
1987 - 1998
Rotary ClubPresident
Sample of Legal Cases
In Re: Estate of Olga Prosock
Litigation involving interpretation of will
Education
1985
University of Pennsylvania Law School
Juris Doctorate
1982
Dickinson College
BA
Speaking Engagements
2010
GLM
Ethical Legal Marketing
2009
YMCA Staff and Executive Training
Enhanced Communications Skills
2009
Top Practices and Lawyer Marketing
Enhancing Your Communications Skills for Lawyers
2009
Pennsylvania Bar Institute
Estate Planning For Families With Children
2009
Lawyers And The Internet - 30/60/90 Days
Lawyer Websites, Publishing and Social Media
2009
GKIC Conference
Enhanced Communications Skills
2008
PBI Estate Planning Institute
Estate Planning For The Parents Of Minor Children
2008
Ben Glass Legal Mastermid & Super Conference
Asset Protection Planning for The Professional
2008
Ben Blass Legal Mastermind
Enhanced Communications Skills for Lawyers (TM)
2008
Asset and Wealth Protection
Asset Protection and Wealth Preservation
2007
PACB - Pennsylvania Association of Community Bankers
Bank Marketing and Core Deposits
2007
Estate Administration
Estate admininstration
2007
Estate Administration
Estate Administration for Lawyers
2007
Enhanced Communications and Marketing
Business Building Skills and Customer Service
2006
Opening The Door To Charitable Giving
Charitable Giving
2006
Chester County Community Foundation Annual Meeting
Philanthropy
2006
Asset Protection - Sage International
Asset Protection
2004
The Legal Ethics of Charitable Giving
Legal Ethics
Publications
2009
The Ten Most Common Mistakes Executors Make - And How To Avoid Them
The Ten Most Common Miskes Executors Make
2009
Pennsylvania Estate planning
Installment Sales To Children and Grandchildren
2009
Protecting Your Heirs
Protecting Your Heirs From Divorce and Law Suits
2009
Pennsylvania Estate Planners
Why Can't I Give More Every Year?
2009
Enhanced Estate Planning
Enhanced Estate Planning: What You Need To Know To Leave The Legacy You Desire
2008
Dream Inc.
Success Secrets
2008
The Greatest Success Secret - Philadelphia edition
The Art of Success
2008
Success Technologies www.successtechnologies.com
Stock Market Mayhem and Gifting Opportunities
2008
Executor Duties In Pennsylvania
The Pennsylvania Executor Duties and Job Responsibilities
2007
Eistein's Business
The Language of Abundance
2003
The Language of Parenting: Building Great Family Relationships
Book: The Language of Parenting
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
I'm trying to find out if my grandfather left me any money, property, trust fund?
12 Feb 2021
Q&A
What happens when a stock account indicates both a beneficiary and the destination to the estate?
28 Apr 2018
Q&A
What can I do when trustee refuses to return calls and won’t give accounting of trust?
28 Apr 2018
Legal Guides
Legal Guide
Executors Fees in the State of Pennsylvania
06 Sep 2009
Legal Guide
How to Turn Stock Market Mayhem into an Estate Planning Opportunity
10 Oct 2008
Legal Guide
How to Protect Your Heirs from Divorce
03 Aug 2008