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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
Visit our Tax Planning page   ▶

+Trusts & Estates

  • Advises individuals and families on estate and trust planning issues, including the implications of estate, gift, and GST taxes
Visit our Trusts & Estates page   ▶

+Trust & Estate Administration

  • Advises and assists families in the administration of estates and trusts
Visit our Trust & Estate Administration page   ▶

+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
Visit our Trust & Estate Planning page   ▶

+Premarital & Postmarital Agreements

  • Assists individuals in the preparation and negotiation of premarital and postmarital agreements
Visit our Premarital & Postmarital Agreements page   ▶

+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
Visit our Opportunity Zones page   ▶


+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


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

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

+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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