Poyner Spruill Welcomes Education Law Practice Group

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Charlie Davis

t: 919.783.2874

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

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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
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+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

Recognized in The Best Lawyers in America® “Ones to Watch” (Tax Law) 2021, 2024; (Family Law) 2023-2024; (Trusts and Estates) 2023-2024; (Corporate Law) 2024

Ranked among Super Lawyers magazine’s North Carolina “Rising Stars” (Estate and Probate), 2024

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

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