David Greene
Chief Fiduciary Officer | Providing Professional Trustee Services | Bringing Peace of Mind in a World of Death & Taxes
- Role
- Attorney at First Covenant Trust And Advisors, Llc
- Location
- Johnson City, TN, US
- LinkedIn followers
- 500 followers
About David Greene
As Trust Officer, I assist grantors, testators and beneficiaries through the estate…
Experience
Attorney
First Covenant Trust And Advisors, Llc
Jan 2014 — Present
My goal is to cultivate peace of mind by developing comprehensive plans and win-win solutions for clients, their families and business associates throughout east Tennessee and southwest Virginia through a practice focused on estate, business and wealth planning.
Skills
- Financial Advisory
- Legal Research
- Fiduciary
- Estate Planning
- Public Speaking
- Licensing
- Asset Protection
- Llc
- Trust Management
- Corporate Law
- Captives
- Trust Accounting
- Probate
- Inheritance Tax Planning
- Wealth
- Cpa
- Elder Law
- Trusts
- Estate Tax Planning
- Financial Planning
- Tax Law
- Gift Tax
- Wills
- Tax
- Tax Advisory
- Estate Administration
- High Net Worth Individuals
- Estate Law
- Powers of Attorney
- Financial Planners
- Trust Services
- Legal Writing
- Business Transactions
- Charitable Trusts
- Accounting
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