
David Frees
About Dave Frees: In addition to chairing the Trusts Estate and Wealth Preservation section of the firm... | Greater Philadelphia, Greater Philadelphia, United States
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David Frees’s Emails df****@st****.com
David Frees’s Phone Numbers No phone number available.
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David Frees’s Location Greater Philadelphia, Greater Philadelphia, United States
David Frees’s Expertise About Dave Frees: In addition to chairing the Trusts Estate and Wealth Preservation section of the firm (Unruh, Turner, Burke & Frees) I serve on several boards and board committees and. I advise a number of financial institutions, mature businesses, professional practices, startups and maturing startups. Speaking and Training: Steve Forbes the Editor-In-Chief of Forbes Media has called me a “Grand Master of communications skills.” I speak frequently to conferences, conventions and seminars on the topics of Persuasion, Ethical Influence, Marketing, Leadership and Sales to conferences, seminars, and conventions in the US and abroad. I also publish a monthly Intelligence Briefing on those topics and host multiple mastermind and training events. Twice a year I also conduct a high level mastermind for executives and entrepreneurs. They are usually located in Tampa, Phoenix and/or San Diego. Past participants have included professionals, C Level executives, and profitable small business and professional practice owners seeking to grow, sell or acquire businesses. For more information on my topics and speaking fees contact Lisa Snyder at 610.933.8069. My legal speaking topics include Sophisticated Estate Planning for Professionals and C Level Executives, Using Trust Protectors, Asset Protection, Succession and Legacy Planning, and Protecting Family Vacation Homes and Real Estate. For reports and resources visit www.PaEstatePlanners.com Legal : I focus my practice in the areas of Estate and Trust Planning, Asset Protection and Inter-generational Family Planning to preserve family wealth and values. I encourage all of my clients to hold family meetings and I work directly with their entire team of tax, financial and insurance advisers. I also serve as a mediator of estate, trust, and family business disputes for families trying to avoid litigation.
David Frees’s Current Industry Business Black Ops A Division Of Success Technologies
David
Frees’s Prior Industry
Rawle And Henderson
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Dave Frees
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Success Technologies
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Unruh Turner Burke And Frees
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American Cancer Society
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Business Black Ops
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Phoeniville Federal Bank And Trust
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Chester County Community Foundation
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Phoenixville Federal Bank And Trust
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Sterling Trust
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Sterling Trustees
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Credit Suite Business Credit Specialists
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Business Black Ops A Division Of Success Technologies
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Work Experience

Business Black Ops A Division Of Success Technologies
Creator of Business Black Ops Monthly Intelligence Briefing
Wed Nov 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Credit Suite Business Credit Specialists
Shareholder and Adviser
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sterling Trustees
Board Member
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sterling Trust
Board Member
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Phoenixville Federal Bank And Trust
Trust Committee Member
Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Chester County Community Foundation
Chairman
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Phoeniville Federal Bank And Trust
Trust Committee Member & Counsel
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Business Black Ops
Speaker and Presenter
Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
American Cancer Society
Board Member
Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Dave Frees
Keynote Speaker
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Success Technologies
President
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Unruh Turner Burke And Frees
Owner
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Success Technologies
Pres
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Rawle And Henderson
Associate
Tue Jan 01 1985 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time)