David Frederick Email & Phone Number
High Net Worth - Estate, Tax, and Wealth Strategist @ LBMC
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David Frederick Location
- Nashville, TN, US
David Frederick Work
- 2022 -now High Net Worth - Estate, Tax, and Wealth Strategist @
- 2022 -now Director of Trusts, Estates, and Tax Strategy @
- 2008 -2023 Adjunct Professor of Economics @
- 2018 -2022 Senior Vice President - Director of Wealth Strategy @
- 2018 -2022 Director of Wealth Strategy and Trust Counsel @
- 2015 -2018 Wealth Strategist and Trust Counsel @
- 2015 -2018 Vice President - Wealth Strategy @
- 2014 -2015 Tax and Transactions Attorney @
- 2009 -2014 Litigation and Transaction Attorney @ Berry & Maxson, LLC
- 2007 -2007 Tax Department Intern @
- 2008 -2009 Senior Consulting Contractor @ Graves, Bartles, Marcus & Garrett, LLC
- 2007 -2007 Estate Planning Attorney Intern @
- 2006 -2006 Assistant General Counsel @ Missouri Governor's Office
- 2005 -2005 Legal Intern @ St. Charles County Counselor
- 2004 -2004 Campaign Manager @ Anita Yeckel for State Treasurer
- 2003 -2003 State Taxation Associate @
- 2002 -2002 Projects Manager @
- 2008 -2009 Senior Consulting Attorney @ Graves, Bartle & Marcus, LLC
David Frederick Education
- University of Virginia
Graduate Certificate (Accounting and Finance)
2021-2023 - The London School of Economics and Political Science (LSE)
Master of Science (HISTORY)
2011-2012 - Washington University in St. Louis School of Law
LL.M. (Taxation)
2007-2008 - Washington University in St. Louis School of Law
Juris Doctorate (Law)
2004-2007 - Truman State University
Bachelor of Arts and Bachelor of Sciences (History)
1999-2003 - St. Charles High School
- Washington University in St. Louis School of Law
Master of Laws (Taxation)
David Frederick Skills
- Tax Mitigation
- Trust Services
- Wealth Transfer
- Charitable Gift Planning
- Corporate Transactions
- Mergers and Acquistions
- Legal Research
- Tax
- Real Estate Transactions
- Bankruptcy
- Legal Writing
- Corporate Law
- Estate Planning
- Mergers & Acquisitions
- Trusts and Estates
- Westlaw
- Mediation
- Public Speaking
- Law and Economics
- American Legal History
- Tax and Economic History
- Trust Administration
- Estate Tax Planning
- Charitable Structures
- Gift Tax Planning
- Wealth Management
- Project Management
- Succession Planning
- Retirement Planning
- Competition Law
- Appeals
- Courts
- Civil Litigation
- Trials
- Criminal Law
- Class Actions
- Litigation
- Strategy
- Financial Reporting
- Mergers and Acquisitions
David Frederick Summary
- David Frederick, based in Nashville, TN, US, is currently a High Net Worth - Estate, Tax, and Wealth Strategist at LBMC. David Frederick brings experience from previous roles at LBMC, Washington University in St. Louis and First Bank. David Frederick holds a 2021 - 2023 Graduate Certificate in Accounting and Finance @ University of Virginia. With a robust skill set that includes Tax Mitigation, Trust Services, Wealth Transfer, Charitable Gift Planning, Corporate Transactions and more. David Frederick has 3 emails and 2 mobile phone numbers on RocketReach.
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