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Mr. Greene graduated summa cum laude from the University of Tennessee, Knoxville with a Bachelor of Science degree in Accounting and a Finance collateral. He then completed his Law Degree from Washington and Lee University School of Law, concentrating his course work in tax law, corporate law and estate planning. He is licensed to practice law in Tennessee and Virginia, and is a Certified Public Accountant.
David has several years' experience in practice focusing on estate planning and administration for clients of all wealth levels. In addition, he also has tax preparation experience in public accounting, where he focused on individual and fiduciary tax compliance. David is experienced in fiduciary services as well. In his position as Trust Officer for Covenant Trust, he assists grantors and beneficiaries through the administration process, helping them achieve their goals. He has served families by acting as executor of a will, or as trustee for a variety of trusts--from testamentary trusts, to irrevocable life insurance trusts, to complex dynastic asset protection trusts.
David's goal is to be a resource to clients and to the planning community to discuss the status of the law, strategies for dealing with the ever-changing tax and regulatory environment, and developing creative solutions to the issues faced by clients. In that vein, he has written and published articles related to tax, trusts, business and estate planning and often speaks to various groups--from seniors, to financial planners and other attorneys--on similar topics.
David volunteers as a high school mock trial coach and also serves as treasurer for a student conference sponsored by Westminster Presbyterian Church in Kingsport, where he and his family are members.
Hourly ($185-225/hour), Fixed (sometimes)
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I endorse this lawyer. About as knowledgeable with estate, business, and tax planning as they come. I have worked with David and used him professionally and have nothing but the highest respect for his abilities as a lawyer and his personal character.
John Kington Intellectual property Attorney
1361 S. Wilcox Drive
Kingsport, TN, 37660
|VA||Authorized to practice law||2008||10/09/2009|
|Award name||Grantor||Date granted|
|Forty under 40||Tri-Cities Business Journal||2015|
|Trust Officer||Covenant Trust, LLC||2011 - Present|
|Association name||Position name||Duration|
|Virginia State Bar||N/A||2008 - Present|
|Tennessee CPA Journal||Why Tennessee Repealed Its Gift and Inheritance Taxes (and what to do about it)||2012|
|University of Tennessee||Accounting||N/A||N/A|
|WASHINGTON & LEE||Law||JD - Juris Doctor||N/A|
|Trusts from A to Z||Grantor Trusts, GST Tax and Dynasty Trusts, Charitable Trusts, Other Trust Structures and Issues||2016|
|Women's Expo||Thinking about the Unthinkable: How to Expect--and plan for--the Unexpected||2014|
|Business Success Forum||Estate Planning Lessons from Duck Dynasty||2014|
|2013 BCS CPE||Trusts 101||2013|
|Lunch and Learn||Trusts 101||2012|
|GrowthCLUB||To Infinity (or at least 2013) and Beyond! Planning for the future in an uncertain environment||2012|
|Exchange Club||The Impacts of the Patient Protection and Affordable Care Act on Business||2012|
|Doe River Gorge||To Infinity (or at least 2013) and Beyond! Planning for the future in an uncertain environment||2012|
|Lunch and Learn||Small Business Jobs Act||2011|