Wealth Preservation, Trusts and Estates

Local attorneys David M Frees III and Douglas L. Kaune, both of Unruh, Turner, Burke and Frees are proud to announce their sponsorship of Phoenixville’s first ever TEDx conference to be held this September at the Colonial Theater on Bridge Street in Phoenixville, Pennsylvania.

“I am a big fan of the TED Conference and the speakers at TED run the gamut in terms of topics, skills and ideas. So it’s very exciting to be a part of the great team of people and sponsors helping to bring the local version of TED to Phoenixvile.” said David Frees a local lawyer. “TEDx isn’t about law or legal issues but it’s a great event and fantastic for the Phoenixville area. And we try to support the Borough of Phoenixville and many of the projects that we believe improve the quality of life in town.”

For tickets and information click this image or the links below.

For tickets and information on TED in Phoenixville click this image

To get more informaion on TED and specifically, on the local TEDx programs to be held in Phoeniville click the links below:

TED CONFERENCE VIDEOS

TEDx in PHOENIXVILLE

For more information you can also call the Colonial Theater at 610-917-1228 or the law offices of Unruh, Turner, Burke and Frees at 610-933-8069. Our client relations manager, Beth McNulty will be happy to get you additional information about the conference.

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Frees has received AVVO's highest ranking of 10.0 Superb

What if I leave the old formula will in place is my spouse disinherited?

If you need more information on any or all of these click here to read this great review of the current situation by CBS.

Here is the WSJ Smart Money Article. Click here to read more.

David M. Frees III
Attorney David Frees is available at 610-933-8069

For an appointment to update your estate planning, or for consultation regarding
duties as an executor or trustee, please call Donna, Denise, or Beth at 610-933-8069.

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David M. Frees III on Temporary Repeal of the Federal Estate Tax

Please leave questions and comments below.

David M Frees is a lawyer in Phoenixville, Malvern, and West Chester. These offices serve many communities on the Main Line of Pennsylvania and beyond. Looking for a lawyer to do a will, trust, estate plan, power of attorney, or related work in Collegeville, Exton, Paoli, Malvern, Devon, Berwyn, Daylesford, Wayne, Ardmore, Chester Springs, and the surrounding region?

Unruh, Turner, Burke and Frees and David Frees can be reached at 610-933-8069

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Free Report on The Most Copmmon Mistake Executor's Make

It is an honor to have been named as an executor of an estate, or as a trustee of a trust. The person who created the will or trust obviously had a great deal of faith and confidence in you as a person, and in your ability to get things done, quickly, efficiently, cost effectively, and to keep the peace among often competing interests at a difficult time in their lives.

But most trustees and executors are surprised to discover that those jobs are difficult, time consuming, and carry a great deal of exposure to personal liability. Now I do not mean, that be agreeing to be an executor or trustee, that you automatically become liable for the debts of the deceased. You do not.

However, there are many ways in which executors and trustees are exposed to liability for their actions and you simply must understand them before agreeing to undertake the job. Once you get started, it might be too late.

Please view this short video before being sworn in as an executor, or before agreeing to act as a trustee.

Click here for our report for Pennsylvania executors: The Ten Most Common Mistakes That Executors Make and How To Avoid Them.

For a private consultation with David Frees, in any of our conveniently located law offices, please call
610-933-8069.

For access to our free executor and trustee information and a courtesy discount on any fee arrangement, be sure to mention that you read this blog post when you call.

David M. Frees III, Esquire has a 9.8 AVVO rating of superb. Click here to read more about David M. Frees III on AVVO.

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