Charlotte, NC:

Davies Law, PLLC

Davies Law, PLLC
  • Charlotte, NC
  • 15720 Brixham Hill Ave., Ballantyne One, Suite 203, Charlotte, NC 28277
  • Board Certified Specialist in Estate Planning and Probate Law. Call Today (704) 295-1001
  • Peer Reviews
    4.7/5.0 (19)
    Client Reviews
    No Reviews
  • Profile Visibility [ i ]

About our Charlotte, NC: office

Ms. Davies is Board Certified Specialist in Estate Planning and Probate law. The firm plans the wealth transfer for individuals and closely held businesses, including all aspects of estate, gift, generation-skipping transfer, and income tax and asset protection. Represents personal representatives, trustees and interested persons during administration of estates and trusts and probate. Prepares complex wills and revocable trusts, irrevocable trusts, dynasty trusts, charitable trusts, split-interests trusts, and generation-skipping trusts. Represents fiduciaries and interested persons in contested trust and estate proceedings and the modification, reformation, and termination of irrevocable trusts. Structures the purchase and sale of closely-held business interests. Forms and advises regarding operation of partnerships, limited liability companies, corporations, and non-profit entities; structures and prepares partnership agreements, operating agreements for limited liability companies, corporate by laws, and shareholders' agreements for corporations. Plans to minimize the income and transfer tax consequences associated with qualified plan and individual retirement account distributions. Qualifies non-profit entities for tax-exempt status. Works with individuals, trusts and business entities in disputes with tax authorities.

Office Details

Contact Information:
704-323-7924  Phone
704-295-1001  Phone
704-295-1004  Fax
www.jldavieslaw.com
Mailing Address:
15720 Brixham Hill Ave., Ballantyne One, Suite 203, Charlotte, NC 28277
Office Size:
1
State Bar Summary:

Ms. Davies is a member of the North Carolina Bar, South Carolina Bar, Pennsylvania Bar and the District of Columbia Bar.

Areas of Practice (10)

Specific Areas of Practice for our Charlotte office:

  • Trusts And Estates
  • Wills
  • Probate
  • Estate Planning
  • Business Succession Planning
  • Closely Held Business Planning
  • Taxation
  • Asset Protection
  • Nonprofit And Charitable Organizations
  • Guardianship

People (1)

Peer Reviews

  • 4.7/5.0 (19)
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.6/5.0
  • Judgment

    4.6/5.0
  • Communication

    4.6/5.0
  • Legal Experience

    4.6/5.0

*Attorneys who only have peer reviews prior to April 15, 2008 are not displayed.

Client Reviews

This firm’s attorneys do not have client reviews.
Disclaimer

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Charlotte, North Carolina

  • Charlotte, NC
    15720 Brixham Hill Ave., Ballantyne One, Suite 203
    Charlotte, NC 28277

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