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David Andrew Greene

Trusts Attorney at Johnson City, TN

Not yet reviewed
  • State Years
    Virginia - VA 16 years
    Tennessee - TN 17 years
  • Licensed for 16 years
    State VA
    Acquired 2008
    Status
    Active No misconduct found
  • Licensed for 17 years
    State TN
    Acquired 2007
    Status
    Active No misconduct found

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

About David

Learn David’s areas of practice.

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.

Photos and videos

David and the 2013 Tennessee High School Mock Trial State Champions.  The team finished 7th nationally.

Location

David Andrew Greene
801C Sunset Dr
Suite 100
Johnson City, TN, 37604-3033
David Andrew Greene
1361 S. Wilcox Drive
Kingsport, TN, 37660
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Reviews

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Cost

Rates
  • Hourly Rates $ 275-300 per hour
Payment methods
Cash, Check

Resume

AVVO RATING 7.6 (Very Good)

Work Experience

  • Trust Officer
  • Covenant Trust, LLC
  • 2011 - Present

Education

  • WASHINGTON & LEE
  • JD - Juris Doctor
  • N/A
  • University of Tennessee
  • N/A

Associations

  • Land of the Sky Estate Planning Council
  • 2019 - Present
  • American Institute of Certified Public Accountants
  • Member
  • 2014 - Present
  • Tennessee Society of Certified Public Accountants
  • Member
  • 2014 - Present
  • Virginia State Bar
  • Member
  • 2008 - Present
  • Tri-Cities Estate Planning Council
  • Member
  • 2010 - 2022
View all associations

Languages Spoken

  • English

Honors and Awards

  • P. Thomas Austin Personal Financial Planning Scholarship
  • AICPA
  • 2021
  • Forty under 40
  • Tri-Cities Business Journal
  • 2015

Publications

View all publications

Speaking Engagements

  • Appalachian Chapter Meeting
  • Holy CRUT Batman! Estate Planning Tools in the CPA's Utility Belt
  • 2022
  • Washington County Bar Association March Meeting
  • Stretch Limbo: Estate and Income Tax Planning
  • 2020
  • TSCPA Appalachian Chapter February Meeting
  • Stretch Limbo: Estate and Income Tax Planning
  • 2020
  • TN Law Con
  • Using Special Needs Trusts & Other Trusts in Litigation
  • 2020
  • Kingsport Bar Association June Meeting
  • Stretch Limbo: Estate and Income Tax Planning
  • 2020
  • First Baptist Church, Bristol Virginia
  • Introduction to Estate Planning
  • 2019
  • Lunch & Learn
  • String Theory: Understanding 2036, 2037 and 2038
  • 2017
  • Bread Of Life International Ministries Revival Conference
  • Investing In Eternity: Using Wealth Wisely in This Life and Beyond
  • 2017
  • An Evening of Legacy and Lights
  • Investing In Eternity: Leaving a Legacy through Estate Planning
  • 2017
  • 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
  • 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
View all speaking engagements

Attorney endorsements

Received (3)
Given (0)
Endorse David
Estate planning Attorney | Aug 22
Relationship: Worked together on matter
"I endorse this lawyer."
Estate planning Attorney | May 11
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jan 25
Relationship: Co-worker
"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."
This attorney hasn't created any attorney endorsements recently on Avvo.