JANICE L. DAVIES
NC BOARD CERTIFIED SPECIALIST
IN ESTATE PLANNING &
PROBATE LAW
Phone: (704) 295-1001
Fax: (704) 295-1004
[email protected]
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The owner and founder of Davies Law, Janice L. Davies’ practice areas include tax and wealth transfer planning for individuals and closely held businesses and probate and administration of estates and trusts. Her work in wealth planning concerns all aspects of estate, gift, generation-skipping transfer, income tax planning, asset protection planning, postmortem 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 the representation of fiduciaries and interested 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, funding, and advice regarding the 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 the 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.
Ms. Davies’ experience also includes complex estate and trust administration, international estate planning including domestic wills for non-citizens, premarital planning, Irrevocable Life Insurance Trusts (ILTs), Qualified Personal Residence Trusts (QPRTs), structuring and implementing sophisticated lifetime and testamentary wealth transfer techniques including gifts and sales to grantor trusts, Grantor Retained Annuity Trusts (GRATs), testamentary and lifetime Charitable Reminder Trusts (CRTs) and lifetime Charitable Lead Trusts (CLTs), and Spousal Lifetime Access Trusts (SLATs).