Charitable Planning

A comprehensive estate plan often includes the use of 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.

We prepare the documents or trust instruments to form these organizations or trusts, qualify 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..