Areas of Practice

Estate Planning

Davies Law engages in all forms of estate planning, ranging from the preparation of traditional wills, revocable trusts, powers of attorney, health care powers of attorney and living wills to more sophisticated planning, such as family limited partnerships (FLP) or limited liability companies (LLC), sales to intentionally defective grantor trusts (IDGT) and other types of trust planning. Read more ›

Estate Administration and Probate

Davies Law engages in all aspects of probate and estate administration. We assist personal representatives or executors with compliance with probate laws. Read more ›

Business and Succession Planning

Davies Law advises executives, business owners and other individuals on the many diverse legal and tax issues affecting their business planning and all aspects of business succession and estate planning. Read more ›

Taxation

Tax planning is a critical element of estate and business planning; however, avoidable tax consequences are often overlooked without the right guidance. At Davies Law, we help you consider the options available and make informed tax decisions to protect your personal or business investments and maximize the value of your assets. Read more ›

Charitable Planning

A comprehensive estate plan often involves nonprofit 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. Read more ›

Elder Law

Davies Law counsels general guardians, guardians of the estate and guardians of the person in their roles for judicially-determined incompetent adults. We also assist guardians with the preparation of the requisite inventories, annual accounts, and other documentation with the Clerk of the Superior Court, Estates Division or Probate Court. Read more ›

Fiduciary and Trust Law

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. Read more ›

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 rather is a part of an overall wealth management plan, you will benefit from considering asset protection trusts and entity planning to preserve your wealth. Read more ›