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David Frees - Wills,Trusts, Asset Protection & Estate Planning Representing Executors and TrusteesWhen 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 haveUse trusts to protect your heirs from lawsuits and divorce claims
|Award name||Grantor||Date granted|
|Superlawyer - Trusts and Estates||Superlawyers||2010|
|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|
|Board of Directors||Phoenixville Federal Bank And Trust||2007 - Present|
|Chairman: Estate Planning and Wealth Preservation Section||Unruh Turner Burke and Frees||1995 - Present|
|General Counsel - Outside firm||Phoenixville Federal Bank and Trust||1995 - Present|
|Advisory Board||First Financial Bank Corp||2003 - 2007|
|Association name||Position name||Duration|
|Society of Trust and Estates Professionals||Member||2005 - Present|
|Society of Trusts and Estate Professionals||Member _ United States||2005 - Present|
|Citizens' Advocacy||Advocate||2001 - Present|
|Chester County Estate Planning Council||Member||1995 - Present|
|Chester County Bar Association||Member||1986 - Present|
|American Bar Association||Member||1985 - Present|
|Pennsylvania Bar Association||Member||1985 - Present|
|Phoenixville Hospital Board of Directors||Board Member||2001 - 2004|
|Chester County Community Foundation||Chairman and Board Member||2001 - 2007|
|Rotary Foundation Endowment||Counsel and Advisor||1998 - 2003|
|Rotary Club||President||1987 - 1998|
|In Re: Estate of Olga Prosock||Litigation involving interpretation of will|
|See all legal cases|
|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|
|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||2009|
|Protecting Your Heirs||Protecting Your Heirs From Divorce and Law Suits||2009|
|Executor Duties In Pennsylvania||The Pennsylvania Executor Duties and Job Responsibilities||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|
|Eistein's Business||The Language of Abundance||2007|
|The Language of Parenting: Building Great Family Relationships||Book: The Language of Parenting||2003|
|University of Pennsylvania Law School||N/A||Juris Doctorate||1985|
|Dickinson College||History, Political Science, Geology and Computer Science||BA||1982|
|GLM||Ethical Legal Marketing||2010|
|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||2009|
|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||2008|
|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||2007|
|Opening The Door To Charitable Giving||Charitable Giving||2006|
|Chester County Community Foundation Annual Meeting||Philanthropy||2006|
|Asset Protection - Sage International||Asset Protection||2006|
|The Legal Ethics of Charitable Giving||Legal Ethics||2004|
Posted by anonymous
Our Trust Department has utilized David's expertise for several years to assist our clients with their overall estate plans. He delivers excellent wealth transfer solutions and is able to explain them to our clients in an easy to undertand format.
I highly recommend David Frees, III for your estate and wealth transfer needs.
Posted by DavisLawGroup
I have known Dave Frees for several years now. I can't think of anyone who is more skilled, knowledgeable, responsive, and trustworth as an estate lawyer. My husband and I are very pleased to have Dave help us manage our affairs and plan for our family's future.
Posted by anonymous
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.
David is an expert in the areas of wills, trusts and estates. But beyond his specific knowledge, he's an outstanding problem-solver, who helped me sort through some complex planning issues.
Additionally, he is superior to every other attorney -- in fact, every other professional -- I've ever used. He inspires trust, and works effectively to form the kind of rapport needed to get the kind of information you're typically providing to someone dealing with your will, trusts and estate planning issues.
He is thorough, and he guided me through some challenging decisions. He is so effective at discussion available solutions and weighing the pros and cons, that when I finally made decisions, I was able to put those issues to rest without the kind of second-guessing or reconsideration that can occur if you don't have expert help.
David is not just an outstanding attorney (recognized in the "Best of" issue of our regional magazine), he's an amazing human being as well. Those are difficult to find in any field.
Robert Romain, Real estate Attorney
Relationship: Fellow lawyer in community
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.
Vaughan De Kirby, Immigration Attorney
Relationship: Worked together on matter
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.
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