Charlie Davis

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

• Advises individuals and families on estate and trust planning issues, including the implications of estate, gift, and GST taxes

• Advises and assists families in the administration of estates and trusts

• 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

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

• Advises clients on the tax benefits of qualified investments in opportunity zones
• Advises and assists clients in the formation of qualified opportunity funds and qualified opportunity zone businesses
• Advises clients on the operational and compliance issues of qualified opportunity funds and qualified opportunity zone businesses

Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization

Department of Veterans Affairs Accredited Attorney

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

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

Beta Gamma Sigma

Phi Beta Kappa

Recognized in The Best Lawyers in America® in Tax Law 2021, Best Lawyers to Watch “Ones to Watch” 2021

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

Secretary, NCBA Business Section Council