Fiduciary and Trust Law

The administration of a trust can be a complex endeavor and may require consultation with a legal advisor by the trustee of the trust 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 who are held to the highest and strictest standards of duty and accountability are often sued by unhappy beneficiaries or co-fiduciaries. Davies Law advises fiduciaries on ways and means to diminish their risk of litigation. We also advise 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.