ESTATE PLANNING

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 estate planning services and administration process, estates’ tax-related activities regularly include preparing estate, gift, and income tax returns, representation in estate tax controversies, and a full range of postmortem 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 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.