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Mr. Greene graduated summa cum laude from the University of Tennessee, Knoxville with a Bachelor of Science degree in Accounting and a Finance collateral. He then completed his Law Degree from Washington and Lee University School of Law, concentrating his course work in tax law, corporate law and estate planning. He is licensed to practice law in Tennessee and Virginia, and is a Certified Public Accountant.
David has several years' experience in practice focusing on estate planning and administration for clients of all wealth levels. In addition, he also has tax preparation experience in public accounting, where he focused on individual and fiduciary tax compliance. David is experienced in fiduciary services as well. In his position as Trust Officer for Covenant Trust, he assists grantors and beneficiaries through the administration process, helping them achieve their goals. He has served families by acting as executor of a will, or as trustee for a variety of trusts--from testamentary trusts, to irrevocable life insurance trusts, to complex dynastic asset protection trusts.
David's goal is to be a resource to clients and to the planning community to discuss the status of the law, strategies for dealing with the ever-changing tax and regulatory environment, and developing creative solutions to the issues faced by clients. In that vein, he has written and published articles related to tax, trusts, business and estate planning and often speaks to various groups--from seniors, to financial planners and other attorneys--on similar topics.
David volunteers as a high school mock trial coach and also serves as treasurer for a student conference sponsored by Westminster Presbyterian Church in Kingsport, where he and his family are members.
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West Tower777 South Flagler Drive, Suite 1700 West Palm Beach, FL 33401 |
| Website: | http://www.davidagreeneesq.com |
| Offices: |
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Commercial litigation with a focus on banking litigation, real estate litigation (including title insurance defense), and probate litigation, and franchise litigation.
| Association name | Position name | Duration |
|---|---|---|
| Palm Beach County Bar Association | Member | N/A |
| Big Brothers Big Sisters of Palm Beach County | Board Member | N/A |
| Leadership Palm Beach County Class of 2006 | Member | 2005 - 2006 |
| Leadership Palm Beach County | Board Member | 2006 - 2007 |
| Big Brothers Big Sisters of Palm Beach County | President | N/A |
| Leadership Palm Beach County | Legal Counsel | N/A |
| Virginia State Bar | Member | 2008 - 1900 |
| Virginia State Bar | Member | N/A |
| Tri-Cities Estate Planning Council | Member | N/A |
| Tri-Cities Estate Planning Council | Member | 2010 - 1900 |
| American Institute of Certified Public Accountants | Member | 2014 - 1900 |
| Tennessee Society of Certified Public Accountants | Member | 2014 - 1900 |
| American Institute of Certified Public Accountants | Member | N/A |
| Tennessee Society of Certified Public Accountants | Member | N/A |
| Award name | Grantor | Date granted |
|---|---|---|
| Forty under 40 | Tri-Cities Business Journal | 2015 |
| School name | Degree | Graduated |
|---|---|---|
| University of Tennessee | N/A | 2025 |
| WASHINGTON & LEE | JD - Juris Doctor | 2025 |
| University of Tennessee | 2025 | |
| WASHINGTON & LEE | JD - Juris Doctor | 2025 |
| Fordham University School of Law | Juris Doctor | 1996 |
| University of Miami | Bachelor of Business Administration | 1996 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| TN | Active | 2007 | 11/15/2021 | |
| VA | Authorized to Practice Law | 2008 | 11/15/2021 | |
| FL | 87629 | Member in Good Standing | 1996 | 09/12/2019 |
| Publication name | Title | Date |
|---|---|---|
| First Covenant Trust & Advisors Newsletter | Why Your Choice of Trustee Matters | 2016 |
| First Covenant Trust & Advisors Newsletter | Figuring Out New Form 8971 | 2016 |
| First Covenant Trust & Advisors Newsletter | Situs Hunting | 2015 |
| First Covenant Trust & Advisors Newsletter | 6 Lessons on Estate Planning from Duck Dynasty | 2014 |
| First Covenant Trust & Advisors Newsletter | What's the Deal with Crummeys? | 2014 |
| Covenant Trust Newsletter | Naming an Executor | 2013 |
| Covenant Trust Newsletter | A Recepie for Success with Self-Directed IRAs | 2013 |
| Covenant Trust Newsletter | The Dust Settles: Fiscal Cliff Fallout | 2013 |
| Covenant Trust Newsletter | To Infinity (or at least 2013) and Beyond! | 2012 |
| Covenant Trust Newsletter | Who Wants to Be a Millionaire? | 2012 |
| Tennessee CPA Journal | Why Tennessee Repealed Its Gift and Inheritance Taxes (and what to do about it) | 2012 |
| Conference name | Title | Date |
|---|---|---|
| An Evening of Legacy and Lights | Investing In Eternity: Leaving a Legacy through Estate Planning | 2017 |
| Bread Of Life International Ministries Revival Conference | Investing In Eternity: Using Wealth Wisely in This Life and Beyond | 2017 |
| Lunch & Learn | String Theory: Understanding 2036, 2037 and 2038 | 2017 |
| Trusts from A to Z | Grantor Trusts, GST Tax and Dynasty Trusts, Charitable Trusts, Other Trust Structures and Issues | 2016 |
| Women's Expo | Thinking about the Unthinkable: How to Expect--and plan for--the Unexpected | 2014 |
| Business Success Forum | Estate Planning Lessons from Duck Dynasty | 2014 |
| 2013 BCS CPE | Trusts 101 | 2013 |
| GrowthCLUB | To Infinity (or at least 2013) and Beyond! Planning for the future in an uncertain environment | 2012 |
| Doe River Gorge | To Infinity (or at least 2013) and Beyond! Planning for the future in an uncertain environment | 2012 |
| Exchange Club | The Impacts of the Patient Protection and Affordable Care Act on Business | 2012 |
| Lunch and Learn | Trusts 101 | 2012 |
| Lunch and Learn | Small Business Jobs Act | 2011 |
| Title | Company name | Duration |
|---|---|---|
| Associate | Clark, Campbell & Mawhinney, P.A. | 1996 - 1999 |
| Associate | Hunt, Cook, Riggs, Mehr & Miller, P.A. | 1999 - 2002 |
| Partner | Ruden McClosky Smith Schuster & Russell | N/A |
| Trust Officer | Covenant Trust, LLC | 2011 - 1900 |
| Trust Officer | Covenant Trust, LLC | N/A |
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