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
+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
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
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
