David Frees has had a long tradition of practicing law in the areas of trusts, estates, wills, estate planning and asset protection in Pennsylvania. He is honored to represent many of the Philadelphia region’s most successful business men and women in their personal estate planning and to represent so many attorneys and other professionals as well.
David Frees also recently received a “Superb” AVVO rating as a lawyer practicing in the areas of trusts, estates, estate planning and asset protection planning. For more on David Frees’ AVVO Rating click here.
When interviewed recently concerning his practice Frees was quick to thank the Main Line Today Magazine and the many attorney’s that nominated him for the honor last year. “But I also want to thank the many people and families that come to us each year as clients. This year has been particularly challenging for many clients grappling with retirement, changes in their businesses and investment portfolios. And, on top of that, Congress has made planning difficult by continuing to avoid the much needed reform of the estate tax.”
Frees added, “To make life easier for clients who want to make changes, but who feel like the federal estate tax law might change their documents, we are offering to help you with your planning now (we are studying each and every pending bill) and to give you full credit for the fees you have paid if the tax law changes later effect you.”
“In this way, our clients and new client’s have no down side risk to getting the wills they want right now. You would pay only for the appointment to change your will, but you can get your changes done now without worrying about extra charges.”
When asked about what triggers the need for changes to an estate plan, Frees noted,”There are many reasons to check in with your estate planning lawyer. The inheritance of assets, the purchase of life insurance, the changed status of children or grandchildren as they mature, marry,divorce and/or have children, can all make the need for changes very real. Likewise, the need to update the trustees, executors, or guardians can be a real motivator to update or change your estate planning documents.”
Basically, Frees loves working with clients to achieve their objectives, to help them to shelter their legacy from divorces, taxation, and law suits and enjoys working with families dedicated to passing on their financial wealth and their wisdom about business and life to the next generations. “Many of my clients have a great deal to offer. And, for a variety of reasons have not yet been able to share everything with children and grandchildren. we help them to that and to protect the assets that they leave.”