Davies Law, PLLC

Products And Services

• 

  ESTATE PLANNING

  Davies Law engages in all aspects of probate and estate administration. We assist personal representatives or executors with compliance with probate laws. In addition to the estate planning services and administration process, estates’ tax-related activities regularly include preparing estate, gift, and income tax returns, representation in estate tax controversies, and a full range of postmortem planning (including qualified disclaimers). We represent fiduciaries and interested persons in contested trust and estate proceedings. We also assist clients in resolving conflicts in wills and trust documents through settlement agreements, caveats, and declaratory judgments. We work with personal representatives or executors who have disputes with tax authorities. Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: ESTATE PLANNING

• 

  Probate & Estate Administration

  Davies Law engages in all aspects of probate and estate administration. We assist personal representatives or executors with compliance with probate laws. In addition to the administration process, estates’ tax-related activities regularly include preparing estate, gift, and income tax returns, representation in estate tax controversies, and a full range of postmortem planning (including qualified disclaimers). We represent fiduciaries and interest persons in contested trust and estate proceedings. We also assist clients in resolving conflicts in wills and trust documents through settlement agreements, caveats, and declaratory judgments. We work with personal representatives or executors who have disputes with tax authorities. Davies Law has worked with individuals and closely held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: Probate & Estate Administration

• 

  POWER OF ATTORNEY

  A Power of attorney services are a common form of surrogate decision-making for financial matters that require a principal, an agent, and a person who is asked to accept a power of attorney to be familiar with the law and the Power of Attorney Act. Davies Law is uniquely qualified to advise a principal, an agent, and persons asked to accept a power of attorney in light of the years of study of the Uniform Power of Attorney Act for North Carolina as the Chair of the Legislative Subcommittee for the NCBA Estate Planning and Fiduciary Law Section. Davies Law has worked with individuals and closely held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: POWER OF ATTORNEY

• 

  FIDUCIARY & TRUST LAW

  The administration of a trust can be a complex endeavor and may require consultation with a legal advisor by the trustee or its beneficiaries. At Davies Law, we advise trustees to alleviate the burdens that a trustee may face by managing every aspect of trust administration. This representation may include advice regarding the Uniform Principal and Income Act and the Uniform Trust Code, including the Uniform Prudent Investor Act. Trustees and other fiduciaries are held to the highest and strictest duty standards, and unhappy beneficiaries or co-fiduciaries often sue for accountability. Davies Law advises fiduciaries on ways to diminish their litigation risk. We also recommend beneficiaries or interested persons with regard to their rights under the trust instrument and facilitate communication between the trustee and beneficiaries of a trust to resolve issues. Davies Law represents fiduciaries and interested persons in contested trust matters and the modification, reformation, and termination of irrevocable trusts. We also work with trusts in disputes with tax authorities. Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: FIDUCIARY & TRUST LAW

• 

  TAXATION

  Davies Law advises you on estate, gift, generation-skipping transfer, corporate, partnership, and fiduciary income tax matters. Our comprehensive planning strategies integrate personalized tax planning for every need. Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: TAXATION

• 

  WEALTH PRESERVATION PLANNING

  Protection of assets and their transfer to future generations is one of the important financial activities you will undertake during your lifetime. Because asset protection planning generally does not stand alone but is a part of an overall wealth management plan, you will benefit from considering asset protection trusts and entity planning to preserve your wealth. Some potential sources of liability for a client are liability from owning real property, divorce, automobile liability, negligence, liability from agents and employees, liability as an officer or director, and professional malpractice liability. Trust and entity planning have been used for years to shield assets from potential creditors while preserving assets for use by beneficiaries. Historically, asset protection trusts or entities have been formed in offshore jurisdictions such as the Cook Islands and various Caribbean nations. In a time of unprecedented litigation, domestic trusts and entities are gaining favor today in such jurisdictions as Alaska, Delaware, Nevada, Tennessee, and Utah. Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: WEALTH PRESERVATION PLANNING

• 

  CHARITABLE PLANNING

  The Davies Law charitable planning comprehensive estate plan often includes non-profit or charitable organizations. Davies Law may design estate plans that include charitable remainder trusts (CRT), charitable lead trusts (CLT), private foundations, supporting organizations, and other charitable giving techniques. We prepare the documents or trust instruments to form these organizations or trusts, qualifying non-profit entities for tax-exempt status, and advise our clients regarding the operation of those organizations or trusts. Davies Law has worked with individuals and closely held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: CHARITABLE PLANNING

• 

  ELDER LAW

  Davies Law elder law focuses on issues unique to individuals of advanced age. Davies Law provides advice regarding certain aspects of more senior law planning, including: – Guardianship, financial, and healthcare decision-making through the use of durable powers of attorney – End-of-life decision-making through the use of living wills and health care powers of attorney – Probate and estate administration – Revocable living trusts, special needs trusts, and wills – Planning for family business succession – Asset protection planning – Retirement income planning – Advance Directives There are essential advance directives which include the following: Durable General Power of Attorney – A Durable General Power of Attorney (POA) appoints an agent (often referred to as an attorney-in-fact). It empowers that person to handle all of your financial affairs. A POA can be activated upon execution, or it can spring into action, meaning that your attorney-in-fact may only act after, for instance, two physicians concur that you do not have the capacity to manage your financial affairs. Health Care Power of Attorney – A Health Care Power of Attorney appoints an agent (often referred to as a health care agent) to make important decisions about your medical care and treatment if you are incapacitated or unable to make your own medical decisions. Living Wills – A Living Will directs your physician regarding your wishes about extending your life or withholding extraordinary measures and artificial nutrition and hydration when you are terminally ill or in a persistent vegetative state. Guardianship or Conservatorship – If you have a family member who can no longer handle their affairs, Davies Law can petition to have that person evaluated by a physician, declared incompetent, and help you determine a suitable guardian. In contrast, if you have been served with a petition for incompetence, Davies Law will explore alternatives to general guardianship, including a Durable General Power of Attorney and limited guardianship. Should it be determined that no feasible option is available, we may explore a medical evaluation to respond to any petition for incompetence and seek the removal of an unwanted guardian. Suppose the court determines that the respondent or alleged incompetent person would benefit from guardian ad litem. In that case, Davies Law can serve in that capacity to investigate the situation and make appropriate recommendations to the court regarding what is in the best interest of the respondent or alleged incompetent person. Ms. Davies has served as the guardian of the estate for elderly clients in accordance with her appointment by the Clerk of the Superior Court. She has also served as a guardian ad litem for respondents. Davies Law counsels general guardians, guardians of the estate, and guardians of the person in their roles for the judicially-determined, incompetent adult. We also assist guardians with preparing the requisite inventories, annual accounts, and other documentation with the Clerk of the Superior Court, Estates Division, or Probate Court. Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: ELDER LAW

• 

  GUARDIANSHIP/CONSERVATORSHIP

  If a minor child needs a guardian of the estate, conservator, guardian of the person, or general guardian, or if you have a family member who can no longer handle their affairs, Davies Law can assist you with these guardian or conservator proceedings. Also, Davies Law counsels guardians of the estate, conservators, guardians of the person, and general guardians in their roles for the minor child or judicially determined, incompetent adult. We also assist guardians or conservators with preparing the requisite inventories, accounting, and other documentation and subsequent proceedings before the Clerk of the Superior Court, Estates Division, or Probate Court. Davies Law has worked with individuals and closely-held businesses in North and South Carolina for over a decade, assisting them with their tax and wealth planning needs. Contact Davies Law, PLLC, for an initial consultation. Our phone number is (704) 295-1001. Alternatively, you may contact us via email from our secure and private contact form.

  Link: GUARDIANSHIP/CONSERVATORSHIP