David M. Frees III is a distinguished Pennsylvania attorney specializing in estate planning, trust law, and elder law, offering comprehensive legal solutions to protect clients’ wealth, legacy, and heirs. With a focus on high net worth individuals, families, and business owners, the firm stands out for its proprietary Enhanced Estate Planning™ process, which integrates asset protection, tax minimization, and legacy preservation strategies.
The firm employs a personalized, four-step planning approach to create customized estate plans that address each client’s unique goals and concerns. Their experienced team assists clients in navigating complex issues such as estate and inheritance taxes, long-term care costs, and protecting heirs from divorce or litigation. They emphasize educating the next generation and preserving family values alongside financial assets, ensuring a holistic and forward-thinking strategy for wealth transfer and security.
Services Offered
- Essential Estate Planning
- Wills, Trusts, and Probate
- Estate and Inheritance Tax Planning
- Wealth Preservation and Advanced Estate Planning
- Asset Planning for Individuals and Heirs
- Business Exit Planning
- Elder Law Solutions
- Estate and Trust Administration
- Executor and Trustee Assistance
- Estate and Trust Litigation
- Special Needs Trust Planning
- Asset Protection Planning
- Grantor Retained Annuity Trusts (GRAT)
- Qualified Terminable Interest Property (QTIP) Trusts
- Irrevocable Life Insurance Trust (ILIT)
- Qualified Personal Residence Trust (QPRT or QPERT)
- Divorce Protection Planning for Heirs
- Private Charitable Foundations and Donor Advised Funds
- Elder Law Asset Protection for Long-Term Care
- Medicaid and Nursing Home Planning
- Powers of Attorney and Advanced Healthcare Directives
- HIPAA Authorization
- Business Succession Planning
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Serving clients throughout Pennsylvania, the firm offers resources in English and provides extensive educational materials, including free reports, guides, and video libraries to help clients make informed decisions. David M. Frees III is recognized for his expertise in asset protection and estate planning, catering to executives, family business owners, real estate investors, and retirees seeking to safeguard their legacies.
