Peer Endorsements

Endorsement from lawyer:
Benjamin Glass , Fairfax (VA), Today
Relationship: Worked together on matter

Endorsement: I have known David for just over two years. We have worked on matters together. I my opinion David Frees is one of the premier estate planning attorneys around. David is the guy I refer my wealthy clients to if they have a question or need concerning their estate planning.

 

Chip Cummings of Northwind Financial Corporation on David M Frees, Pennsylvania based estate planning, business and asset protection attorney.

"Your presentation was fantastic.  It was one of the best things that we have ever done at a staff retreat." Jim Agnew Freedom Valley YMCA.

“I am a financial and investment planner, working primarily with executives at large corporations. In this work, I have had occasion to need an estate planning attorney in his area on several occasions. I have recommended David to several clients, and I, and my clients, have been very impressed with his services. As a starting point, he knows his stuff as well as anyone, and proactively inserts recommendations that neither I nor the client may have considered. More importantly, he is a real person who connects with clients in a personal way. He cares about them, and it shows. I have never received a complaint from a client about the service, his fees, his demeanor, or his timeliness. On the contrary, all comments have been positive in all regards.” April 28, 2008

Douglas MacGray, J.D., C.F.P., Senior Vice President, Financial Planning, EGE Advisors, Ltd.

“David Frees is peerless as a consultant to top executives on success strategies and techniques. His advice produces quick, high-leverage results. He knows how to identify what is needed to help an executive reach the next level, and he accomplishes his results with intelligence, humor and great skill.” April 28, 2008

David Weiman, Owner, Weiman Consulting

Endorsement from lawyer: John Bisnar , Newport Beach (CA), March 2, 2009
Relationship: Worked together on matter

David Frees is one of the most experienced will and trust attorneys in Pennsylvania. What I really admire about David is that he is a very intense listener. He not only listens to what people have to say, but has tremendous skills in comprehending their needs. I cannot stress enough how important and valuable this skill is in the estate planning business. David has authored numerous publications on the subject of estate planning. But what I believe is special about David Frees is he takes all that knowledge, listens to what his clients want and combines them effectively to produce expertly crafted estate plans that are customized to match his clients’ needs. If you need an experienced Pennsylvania will and trust attorney who focuses on estate planning, trusts and estate administration with a thorough knowledge of finances and investments, David Frees is your man. He will guide you efficiently and successfully through what can be a complex legal process.

9.2 Superb

Experience Industry Recognition Professional Conduct Average Client Rating 2 reviews Former client? Write a review Endorsements 3 endorsements Lawyers: Endorse this lawyer

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"I have had the pleasure of seeing Dave Frees speak at three different conferences. Each time, he was the best speaker on a full and impressive roster. Not only is he extremely amusing, but he is also thought-provoking. Days, weeks and even months after hearing him, the ideas he imparts during his talks remain top of mind. Anyone looking to engage a top knotch speaker for an audience with high expectations could do no better than Dave Frees."
- Branda Hollingsworth Esquire

One of the things I find myself worrying about is what will happen to my loved ones if something happens to me. I am fortunate enough to know Dave Frees. Dave is an attorney in Pennsylvania who practices in the area of estate, trust and asset protection. He has published a number of books but the two that stand out in estate planning are "The Ten Top Mistakes Executors Make and How to Avoid Them" and "Enhanced Estate Planning, Passing on Both your Financial Wealth and Wisdom". Dave offers his information in a kind and reassuring manner.

Yulee Triplett-Schafer
Director of Client and Media Relations
The Schafer Law Office

I have relied on David's legal advice to make critical decisions on handling family wealth and making appropriate decisions for my family's future.

David practices in the areas of wills, trusts and estates. But beyond his specific knowledge, he's an outstanding problem-solver, who helped me sort through some complex planning issues.

Additionally, he is superior to every other attorney -- in fact, every other professional -- I've ever used. He inspires trust, and works effectively to form the kind of rapport needed to get the kind of information you're typically providing to someone dealing with your will, trusts and estate planning issues.

He is thorough, and he guided me through some challenging decisions. He is so effective at discussion available solutions and weighing the pros and cons, that when I finally made decisions, I was able to put those issues to rest without the kind of second-guessing or reconsideration that can occur if you don't have expert help.

David is not just an outstanding attorney (recognized in the "Best of" issue of our regional magazine), he's an amazing human being as well. Those are difficult to find in any field.

- Dr. David Weiman, Wynnewood, PA.

Endorsement from lawyer: Christopher Davis , Seattle WA

I am a lawyer practicing in Washington state. Although I have not worked on a legal matter with Dave Frees, I have heard him speak to hundreds of attorneys and other professionals in the areas of estate planning and effective communication. Dave is incredibly knowledgeable in the area of estate planning and tax liability, so much so that my wife and I have sought out his counsel in these areas. Dave is very much devoted to serving his clients and making sure their assets are protected. If you are in need of estate planning assistance or tax liability issues, then Dave Frees is your guy.

Published courtesy of AVVO

When I needed an attorney to help me to protect my assets and my business I turned to Dave Frees. PerryMarshall

PerryMarshall Thanks for the opportunity to work with you. You crack me up and teach me stuff every time. You're the man!

Great presentation David - laughed a lot and learned even more.... wonderful job....
John Watts Esquire

David, Just wanted to let you know that you were great. Not all lawyers have the gift of being bright, articulate and making you feel very comfortable. In fact very few have have it all in one package. Congratulations on being one of the few. It was a great weekend!
Attorney Neil Goldstein

“I am a financial and investment planner, working primarily with executives at large corporations. In this work, I have had occasion to need an estate planning attorney in his area on several occasions. I have recommended David to several clients, and I, and my clients, have been very impressed with his services. As a starting point, he knows his stuff as well as anyone, and proactively inserts recommendations that neither I nor the client may have considered. More importantly, he is a real person who connects with clients in a personal way. He cares about them, and it shows. I have never received a complaint from a client about the service, his fees, his demeanor, or his timeliness. On the contrary, all comments have been positive in all regards.” April 28, 2008

Douglas MacGray, J.D., C.F.P. , Senior Vice President, Financial Planning , EGE Advisors, Ltd.
was with another company when working with David M. at Unruh Turner Burke and Free
Published courtesy of Linked In.

“David Frees brings the highest level of quaity and expertise to the estate planning process. A top attorney and accomplished author, David will assure that your interests are the top concern at all times. I recommend David highly.” October 20, 2008

Alex Coates , Broker / Owner , Malvern Realty Group, LLC
worked with David M. at Unruh Turner Burke and Frees

“I introduced David's keynote address for Planned Giving Day. His talk was not only educational; it was full of great humor - not the easiest task for this field. I highly recommend him as a speaker on planned giving and estate planning.” January 9, 2009

Scott Janney, EdD, CFRE, RFC , Director of Planned Giving , St. Mary Medical Center
was with another company when working with David M. at Unruh Turner Burke and Frees

“David Frees, III is one of the finest trust and estate attorneys that we utilize for clients and overall wealth transfer strategies in our Trust and Asset Management Department” January 13, 2009

Top qualities: Personable , Expert , High Integrity

Kurt Kunsch
hired David M. as a Attorney in 2003 , and hired David M. more than once

“My company hired David to deliver a short series of presentations on dealing with behavioral difficulties in children and adolescents for an audience of more than 400 foster parents, adoptive parents, and social workers in the state of GA. First off, his public speaking skills are superb, and David was able to generate a real rapport with the audience. Secondly, he provided not only information on why adults and children can have communication difficulties, but also strategies for how to deal with those difficulties. The evaluations of David's presentations that came back from the audiences were overwhelmingly positive, and that the informaiton he provided would be useful to these parents back at home. I would hire David again in a second for a similar engagement.” May 2, 2008

Top qualities: Personable , Expert , Creative

Jim Coursey
hired David M. as a Public Presentation in 2004

“I am in a mastermind group with Dave Frees and I have been in a number of audiences where he has been a featured speaker. He never disappoints and always delivers way more than you pay. Dave’s Enhanced Communications Program has helped me to transform my effectiveness in almost everything that I do each day. The language patterns, the skill sets, and the strategies he teaches are easy to learn, easy to use and have made me a better negotiator, business owner, and persuader. These skills just make you better at anything that you do. That’s all there is to it.” October 29, 2008

Top qualities: Great Results , Personable , Creative

One of the finest wealth transfer attorneys in the Philadelphia area

Posted by: KURT KUNSCH

Lawyer Reviews

Ben Glass - Great Legal Marketing

I have relied on David's legal advice to make critical decisions on handling family wealth and making appropriate decisions for my family's future.

David is an expert in the areas of wills, trusts and estates. But beyond his specific knowledge, he's an outstanding problem-solver, who helped me sort through some complex planning issues.

Additionally, he is superior to every other attorney -- in fact, every other professional -- I've ever used. He inspires trust, and works effectively to form the kind of rapport needed to get the kind of information you're typically providing to someone dealing with your will, trusts and estate planning issues.

He is thorough, and he guided me through some challenging decisions. He is so effective at discussion available solutions and weighing the pros and cons, that when I finally made decisions, I was able to put those issues to rest without the kind of second-guessing or reconsideration that can occur if you don't have expert help.

David is not just an outstanding attorney (recognized in the "Best of" issue of our regional magazine), he's an amazing human being as well. Those are difficult to find in any field.

These reviews are reproduced from AVVO lawyer rating service as posted by clients of David M Frees III