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Charlie Davis

t: 919.783.2874

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

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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

+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



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

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



Department of Veterans Affairs Accredited Attorney

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