Janice L. Davies

Ms. Davies’ areas of practice include tax and wealth transfer planning for wealthy individuals and closely-held businesses, and probate and administration of estates and trusts. Her work in the wealth planning area concerns all aspects of estate, gift, generation-skipping transfer, and income tax planning, asset protection planning, post-mortem planning, and business succession planning. Her experience includes complex wills and revocable trusts, irrevocable trusts, dynasty trusts, charitable trusts, split-interest trusts, and generation-skipping trusts. In the trusts and estates areas, she represents trustees, personal representatives, and interested persons during the administration process.

Her practice also includes representation of fiduciaries and interest persons in contested trust and estate proceedings and the modification, reformation, and termination of irrevocable trusts. Ms. Davies’ work in the tax and business transactions area includes structuring purchases and sales of closely-held business interests and real estate; formation and advice regarding operation of partnerships, limited liability companies, corporations, and non-profit entities; structuring and drafting partnership agreements, operating agreements for limited liability companies, corporate bylaws, and shareholders’ agreements for corporations; planning to minimize the income and transfer tax consequences associated with qualified plan and IRA distributions; qualifying non-profit entities for tax-exempt status with the Internal Revenue Service; and working with individuals, trusts and business entities in disputes with tax authorities.

Education

  • LL.M., Estate Planning, University of Miami School of Law, 2000
  • J.D., law review, Campbell University School of Law, 1999
  • B.S., cum laude, Pfeiffer University, 1993

Admissions

  • North Carolina, 1999
  • South Carolina, 2001
  • District of Columbia, 2001
  • Pennsylvania, 2008
  • Florida, 2011

Professional Memberships

  • North Carolina State Bar
  • South Carolina State Bar
  • District of Columbia Bar
  • Pennsylvania State Bar
  • Florida State Bar
  • American Bar Association (Member: Real Property, Trust & Estate Law Section)
  • North Carolina Bar Association (Member: Tax Section; Member and Council: Estate Planning and Fiduciary Law Section; Member: Estate Planning & Fiduciary Law Section Legislative Committee; Member and Past Chair: Estate Planning & Fiduciary Law Section Newsletter Committee; Past Member, Estate Planning & Fiduciary Law Section Continuing Legal Education Committee; Chair, Joint Task Force for NC Clerks of Superior Court)
  • Mecklenburg County Bar Association (Member: Estates, Trusts and Probate Law Section)
  • Charlotte Estate Planning Council
  • Queens University of Charlotte Estate Planners Day (Past Chair and Member, Executive Steering Committee)
  • Queens University of Charlotte, Instructor: Certified Financial Planner, Estate Planning Course
  • Board Certified Specialist in Estate Planning and Probate Law

Publications

  • Janice L. Davies, co-author, “Recent Developments,” The Will and the Way, NCBA Estate Planning and Fiduciary Law Section, December 2002, March, May and June 2004
  • Janice L. Davies, author, “A ‘New World’ Under the Final Minimum Required Distribution Regulations?,” The Will and the Way, NCBA Estate Planning and Fiduciary Law Section, December 2002
  • Janice L. Davies, author, “Clearing the Hurdle of Unrelated Business Taxable Income,” The Will and the Way, NCBA Estate Planning and Fiduciary Law Section, April 2004

Presentations and Speaking Engagements

  • “Repeal of North Carolina Rule Against Perpetuities”, North Carolina Bar Association, 30th Annual Estate Planning and Fiduciary Law Program, Kiawah Island, South Carolina, July 16, 2009
  • “Will Drafting: Non-Tax Issues,” North Carolina Bar Association, Cary, North Carolina, January 27, 2006, February 1, 2008, January 27, 2010, and February 3, 2012
  • “Planning & Drafting Marital Deduction Formula Bequests,” North Carolina Bar Association, Greensboro, North Carolina, February 2, 2007 and May 1, 2009
  • “North Carolina Updates,” 29th Annual Estate Planners Day, Queens University, Charlotte, North Carolina, March 16, 2007
  • “Gross Estate,” North Carolina Bar Association, Greensboro, North Carolina, November 1, 2007, October 6, 2010
  • “Charitable Trusts, Trusts with Retained Interests, and Special Assets Trusts,” Sterling Education Services, Inc., Charlotte, North Carolina (co-presenter), June 24, 2008
  • “Multi-State Issues for Estate Planners in the Carolinas”, North Carolina Bar Association, 32nd Annual Estate Planning and Fiduciary Law Program, Kiawah Island, South Carolina, July 22, 2011