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Charlie Davis

Associate
t: 919.783.2874

Charlie Davis practices primarily in the areas of estate planning and administration, tax, and business law.

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Biography

Charlie Davis provides legal advice to individuals regarding estate planning and administration. He also works with businesses on their general corporate and tax planning legal needs.

Areas of Focus

+Tax Planning

  • Advises clients on the tax implications of entity structure and provides analysis of the taxation of M&A structures involving corporations, partnerships, and LLCs
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+Trusts & Estates

  • Advises individuals and families on estate and trust planning issues, including the implications of estate, gift, and GST taxes
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+Trust & Estate Administration

  • Advises and assists families in the administration of estates and trusts
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+Trust & Estate Planning

  • Advises individuals and families in the estate planning process, including the preparation of wills, trusts, financial powers of attorney, health care powers of attorney and living wills
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+Premarital & Postmarital Agreements

  • Assists individuals in the preparation and negotiation of premarital and postmarital agreements
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Credentials

+Education

University of North Carolina School of Law, JD, 2014, High Honors

University of North Carolina at Chapel Hill, BS, 2011, with Highest Distinction

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+Notable Accomplishments

Beta Gamma Sigma

Phi Beta Kappa

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+Professional & Community Activities

Member, NCBA Estate Planning and Fiduciary Law Section, Continuing Education Committee, 2018 – present

Secretary, NCBA Business Section Council

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Department of Veterans Affairs Accredited Attorney

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