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.

In addition to the administration process, tax-related activities for estates regularly include the preparation of estate, gift and income tax returns, representation in estate tax controversies, and a full range of post-mortem 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 the use of 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.