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 complicated 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.

With the wide array of estate planning and wealth management techniques, a complete list of services is not practical or possible. Some of the more common sophisticated estate planning techniques we utilize include lifetime gift programs, charitable remainder trusts (CRT), charitable lead trusts (CLT), irrevocable trusts, special needs trusts (SNT), qualified personal residence trusts (QPRT), private foundations, grantor retained annuity trusts (GRAT), dynasty trusts for multigenerational planning, generation-skipping transfer (GST) tax planning and life insurance planning (including irrevocable life insurance trusts (ILIT)).

We plan for the wealth transfer for individuals and closely held businesses, including all aspects of estate, gift, generation-skipping transfer, and income tax. This planning includes minimizing the income and transfer tax consequences associated with qualified plans and individual retirement accounts. We also work with individuals, trusts and business entities in disputes with tax authorities.

Davies Law collaborates, where appropriate, with other professionals, including accountants and investment advisors, to coordinate the various disciplines into comprehensive estate planning and wealth management strategies for our clients.

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.