Biography
Charlie Davis is a Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization. He has extensive experience advising individuals and families on their estate and tax planning needs and helps his clients develop estate planning strategies to accomplish their goals in a tax-efficient manner. Charlie also helps guide executors and trustees through all facets of the estate and trust administration process.
In addition to his trusts and estates work, Charlie advises businesses on their general corporate, succession planning, and tax planning needs, and provides tax advice in structuring business mergers and acquisitions. He also advises nonprofits on corporate and tax issues, including applications to be recognized as tax-exempt organizations.
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
+Trusts & Estates
- Advises individuals and families on estate and trust planning issues, including the implications of estate, gift, and GST taxes
+Trust & Estate Administration
- Advises and assists families in the administration of estates and trusts
+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
+Premarital & Postmarital Agreements
- Assists individuals in the preparation and negotiation of premarital and postmarital agreements
+Opportunity Zones
- 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
Credentials
+Certifications & Specializations
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
+Education
University of North Carolina School of Law, JD, 2014, High Honors
University of North Carolina at Chapel Hill, BS, 2011, with Highest Distinction
+Notable Accomplishments
Recognized in The Best Lawyers in America® “Ones to Watch” (Tax Law) 2021, 2023; (Family Law) 2023; (Trusts and Estates) 2023
Recognized in Business North Carolina magazine’s Legal Elite (Tax & Estate Planning), 2023
Beta Gamma Sigma
Phi Beta Kappa
+Professional & Community Activities
Member, NCBA Estate Planning and Fiduciary Law Section, Continuing Education Committee, 2018 – present
Secretary, NCBA Business Section Council
