David M. Frees, III
Unruh, Turner, Burke & Frees
P.O. Box 289
120 Gay Street
Phoenixville, PA 19460
Map
Phone: (610) 933-8069 | Fax: (610) 240-9323
http://www.PaEstatePlanners.com
Estate Planning For Families and Individuals
Legal Topic
Estate Planning
Preferred New Clients
Estate Planning, Elder Law, Wills, Trusts, Family Business Planning, Estate Dispute Mediation
Sub-Topics
Asset Protection
Business Succession Planning
Charitable Giving
Estate Litigation
Guardianship
Insurance Law
- Annuities
- Auto Accident & Property Claims
- Bad Faith
- Health Insurance
- Life Insurance
- Property & Casualty
Living Wills
Nolo Document Review
Power of Attorney
Probate & Estate Administration
Securities & Investments
- Capital Markets
- Commodities
- Foreign Investment
- Private Placements
- Public Offering
- Shareholder Disputes
- State Blue Sky Laws
- Warrants
Tax Law
- Power of Attorney
- Property Taxes
- Sales Taxes & Use Taxes
- Tax Evasion Defense
- Tax Planning
Trusts
- Charitable Trusts
- Living Trusts
- Revocable Trust & Irrevocable Trusts
- Special Needs Trusts
- Supplemental Needs Trusts
Bar Admissions
PA, Nov 1985
Bar Number: 43962
Other Court Admissions
Supreme Court of PA, Fed 3rd Circuit, Federal Eastern District Court of PA
Association Memberships
PA ABA, Bar Assn
Continuing Education
I frequently teach courses on mediation, sophisticated estate planning and elder law and attend the top national estate planning programs.
Papers and Publications
Article, CCH - The Beneficiary Controlled Trust Book - The Language of Parenting
Example Cases
Information coming soon.
Education
University of Pennsylvania
JD
Philadelphia
PA
1985
Magna cum laude
Created training for mediation and arbitration; student recruitment speaker
Dickinson College
BA, History and Political Science
Carlisle
PA
1982
Summa Cum Laude
Honors in History and Political Science
Number of Attorneys
22
State Licensed In
Pennsylvania and New Jersey
Firm Focus and History
We were established in 1990 and focus on sophisticated estate planning for executives, real estate owners, and owners of family businesses.
Previous Employment Summary
Rawle & Henderson, Associate
District Attorney's Office
What is your opinion regarding clients educating themselves on legal issues?
Well informed prospective clients are able to make sound judgments and better evaluate their true options.
Are you willing to review documents prepared by clients?
These are useful in helping to refine client thinking, but often lack coordination with tax laws.
Are you willing to coach clients who want to represent themselves?
Not applicable.
Why did you decide to be a lawyer?
I came from a background of community service and business. I enjoy the counseling role that a trust and estate lawyer often plays.
What work experience and education helps you be a better lawyer?
I have been educated since law school as a trust and estate lawyer but my litigation experience and experience as a speaker and mediator help me to help clients to avoid problems in advance.
Why did you decide on your primary area of practice?
This area of practice is often complicated. But clients tell me that I make complication clear and that I understand their goals.
What do you like best about your career?
Helping clients to protect their family and financial legacy from divorce, lawsuits and taxation.
Tell us about your law firm:
I have great partners, associates, paralegals and support staff that work as a team for the client.
What are your strengths and style?
I really listen to and implement what the client wants but I can also offer clear alternatives they might not be aware of.
Personal Interests:
Speaking, writing, teaching, travel, philanthropy.
Office Manager/Assistant
Lisa Snyder
Fax
(610) 240-9323
Office Hours
M - F, 9 am to 5 pm
Emergency After Hours
Yes
Additional Offices
West Chester Office
17 W. Gay Street
West Chester, PA 19381
Fixed-Price Services and Fees
Fixed prices, complimentary initial consultation
Hourly Rates
$325 - $410 - but most services are flat fee
Free Initial Consultation?
15 - 45 minutes
Typical Retainer
10% of the agreed price
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.
Find us on Facebook
Follow us on Twitter
Watch us on YouTube
Listen to us on iTunes
