Practice Areas For Unruh, Turner, Burke & Frees Trust, Estate Planning, and Probate Attorneys

With law offices in Phoenixville, Paoli, and West Chester, we help our Pennsylvania clients, including many high net worth families and individuals, with estate planning, trust, and probate and related legal issues. Specifically, our practice areas include estate planning, inheritance and business succession planning and related legal matters, family estate and inheritance disputes, asset protection planning, wills and trusts, executor and trustee assistance, estate dispute resolution, and elder law planning to protect assets from nursing home costs.

Estate and Inheritance Tax Planning

Excessive estate and inheritance tax can significantly deplete the amount of money left to your heirs. There are many strategies available that will help reduce the tax liability of your beneficiaries. David M. Frees, III, a knowledgeable Pennsylvania estate tax planning lawyer, has over 23 years of experience and can assist you with estate and inheritance tax planning. Contact Mr. Frees today at (610) 933-8069 for legal advice regarding your estate.

Asset Protection for You and Your Heirs

Your business and assets can be at risk if you do not have an Pennsylvania asset protection plan in place. David M. Frees, III, an experienced Pennsylvania asset protection lawyer, works with individuals who are looking for sophisticated asset protection in Chester County and Montgomery County and in suburban Philadelphia. He limits his practice to Pennsylvania asset protection, estate planning, estate administration, representing executors, tax planning, wills and trusts. Contact Mr. Frees today at (610) 933-8069 for legal advice regarding protecting your assets.

Protecting Heirs from Divorce and Litigation

Protecting children and grandchildren from possible divorce litigation, judgments and other claims is usually a top priority for estate owners. There are strategies and legal techniques available that can protect an inheritance. If you are an estate owner or if you are expecting an inheritance, contact David M. Frees, III, an experienced estate planning attorney, at (610) 933-8069.

Elder Law Solutions

We now have a new practice section of the firm specifically designed and created for families and individuals facing nursing home care, elder abuse or neglect cases, and estate planning for the elderly.

To download any number of our free reports on protecting your home from nursing home spending, how to use trusts in elder law planning, and on many related topics click: www.PaElderLawSolutions.com or www.PaElderlawSolutions.com/reports

 

Wills, Trusts and Probate

A legal will is designed to let your intentions be known and usually includes the entire estate. To avoid potential disputes among beneficiaries, a will should be carefully drafted by a Pennsylvania wills attorney. A trust is also an essential estate planning tool that will detail how the estate will be distributed. Through the use of a trust, you have the ability to decide which beneficiaries are to receive certain assets and how these assets will be given. David Frees specializes in helping clients with their wills and trusts and prepares these documents based on each individual circumstance.

Mediation For Estates and Trusts

David Frees offers mediation and  alternative dispute resolution for Executors, Trustees, and Beneficiaries interested in quickly, fairly, and economically resolving disputes over wills, trusts, and estates. David M. Frees has over 24 years of experience in estate and trust administration and in resolving the problems and competing claims of executors, trustees and beneficiaries.

Mediation can often save family relationships, time, and considerable expense associated with litigating family will disputes.

Mr. Frees also helps to train some of the most successful and accomplished mediators in Pennsylvania and began his own training in mediation and alternative dispute resolution while a student at the University of Pennsylvania Law School.

Executor, Trustees and Probate

Executors and trustees face an immense responsibility. Probate, trusts and estate administration can be complex. David M. Frees, III is an experienced Pennsylvania probate attorney who can help ensure that an estate is properly distributed. Contact Mr. Frees today at (610) 933-8069.

Estate Planning Wills and Trusts

In this practice section, we provide you with the information that you will need to be an informed consumer of legal services related to estate planning, wills, trusts and related documents that make up a well constructed estate plan.  

Business Exit Planning & Succession

Do You Want To Know The Strategies and Practices That Make The Difference when You're Preparing For An Exit, Business Sale or Retirement?

Ideas and Information That Make Life Better

David M. Frees III is not just your lawyer. He is a speaker, author, and according to Elite books, one of the fifty most influential thinkers about business today. David has been traveling the globe for business and personal pleasure alone, with his wife, and with his family since he was very young. Now David brings you ideas and information to help to make your travel, your health, your business and personal life even better. These ideas, tools, resources and products range from communications skills to business tools, to travel, sports, and technology. Enjoy!

Local News and Information

Visit this area for news, listings, links and information about our five county area.  These news stories, alerts and press releases can help you to  find and enjoy everything from local events and restaurants to safety news and information.  And, if you or your organization have a news story or press release that might be of interest to our readers, please send your release to: [email protected] and be sure to include relevant dates, phone numbers, and links and contact information.

Selected stories and news releases are published to help our clients, friends and members of the UTBF family living in and around the Main Line, Philadelphia and in Chester County, Montgomery County, Delaware County, and in Berks, Bucks and Lancaster Counties.

You can also reach our client relations manager at 610-933-8069.