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About me

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.

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Photos and videos

1714578 1378319756

Contact info

1361 S. Wilcox Drive
Kingsport, TN, 37660

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Practice areas

Licensed

  1. Trusts: 40%
    9 years
  2. Estate Planning: 20%
    9 years
  3. Wills: 10%
    9 years
  4. Tax: 10%
    9 years
  5. Other: 20%
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Payment

Fees:

Hourly ($185-225/hour), Fixed (sometimes)

Payment types:

Cash, Check

Attorney endorsements

2 total 

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  • Erik Joshua Zetterberg

    I endorse this lawyer.

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    Erik Zetterberg Business Attorney
    Relationship: Fellow lawyer in community

  • John Michael Kington II

    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.

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    John Kington Intellectual property Attorney
    Relationship: Co-worker

Resume

License
StateStatusAcquiredUpdated
VAAuthorized to practice law200810/09/2009
TNActive200706/16/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Work experience
TitleCompany nameDuration
Trust OfficerCovenant Trust, LLC2011 - Present
Associations
Association namePosition nameDuration
Virginia State BarN/A2008 - Present
Publications
Publication nameTitleDate
Tennessee CPA JournalWhy Tennessee Repealed Its Gift and Inheritance Taxes (and what to do about it)2012
Education
School nameMajorDegreeGraduated
University of TennesseeAccountingN/AN/A
Washington and Lee University School of LawLawJD - Juris DoctorN/A
Speaking engagements
Conference nameTitleDate
Women's ExpoThinking about the Unthinkable: How to Expect--and plan for--the Unexpected2014
Business Success ForumEstate Planning Lessons from Duck Dynasty2014
2013 BCS CPETrusts 1012013
Lunch and LearnTrusts 1012012
GrowthCLUBTo Infinity (or at least 2013) and Beyond! Planning for the future in an uncertain environment2012
Exchange ClubThe Impacts of the Patient Protection and Affordable Care Act on Business2012
Doe River GorgeTo Infinity (or at least 2013) and Beyond! Planning for the future in an uncertain environment2012
Lunch and LearnSmall Business Jobs Act2011