(Main Office)

Ms. Davies is Board Certified Specialist in Estate Planning and Probate law. The firm plans the wealth transfer for individuals and closely held businesses, including all aspects of estate, gift, generation-skipping transfer, and income tax and asset protection. Represents personal representatives, trustees and interested persons during administration of estates and trusts and probate. Prepares complex wills and revocable trusts, irrevocable trusts, dynasty trusts, charitable trusts, split-interests trusts, and generation-skipping trusts. Represents fiduciaries and interested persons in contested trust and estate proceedings and the modification, reformation, and termination of irrevocable trusts. Structures the purchase and sale of closely-held business interests. Forms and advises regarding operation of partnerships, limited liability companies, corporations, and non-profit entities; structures and prepares partnership agreements, operating agreements for limited liability companies, corporate by laws, and shareholders' agreements for corporations. Plans to minimize the income and transfer tax consequences associated with qualified plan and individual retirement account distributions. Qualifies non-profit entities for tax-exempt status. Works with individuals, trusts and business entities in disputes with tax authorities.

Statement of Practice

Trusts and Estates, Wills, Probate, Estate Planning, Business Succession Planning, Closely Held Business Planning, Taxation, Asset Protection, Nonprofit and Charitable Organizations, Guardianship.

Address

Ballantyne One Building
15720 John J. Delaney Drive, Suite 203
Charlotte, NC 28277, (Mecklenburg Co.)

Phone

Phone: 980-939-8568
Fax: 704-295-1004

Website

http://www.jldavieslaw.com

MEMBER OF FIRM

Janice L. Davies (Member) born Lima, Pennsylvania; admitted to bar, 1999, North Carolina; 2001, South Carolina and District of Columbia; 2008, Pennsylvania. Education: Pfeiffer College (B.S., 1993); Campbell University, Norman Adrian Wiggins School of Law (J.D., 1999); University of Miami (LL.M., Estate Planning, 2000). Author: "Recent Developments," The Will and the Way, NCBA Estate Planning and Fiduciary Law Section, December 2002, (Co-Author), March, May and June 2004; "A New World Under the Final Minimum Required Distribution Regulations?," The Will and the Way, NCBA Estate Planning and Fiduciary Law Section, December 2002; Clearing the Hurdle of Unrelated Business Taxable Income," The Will and the Way, NCBA Estate Planning and Fiduciary Law Section, April 2004. Presenter and Speaker: Will Drafting: Non-Tax Issues, North Carolina Bar Association, Cary, North Carolina, January 27, 2006 and February 1, 2008; Planning and Drafting Marital Deduction Formula Requests, 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. Co-Presenter, Charitable Trusts, Trusts with Retained Interests, and Special Assets Trusts, Sterling Education Services, Inc., Charlotte, North Carolina, June 24, 2008. Instructor: Hayworth College's Graduate and Adult Programs at Queens University of Charlotte. Certified Financial Planners in Estate Planning. Member: Mecklenburg County (Member, Section on Estates, Trusts and Probate Law), North Carolina (Member, Tax Section; Member and Council, Section on Estate Planning and Fiduciary Law; Member, Estate Planning and Fiduciary Law Section's Legislative Committee; Member and Past Chair, Estate Planning and Fiduciary Law Section's Newsletter Committee) and American (Member, Section on Real Property, Trusts and Estate Law) Bar Associations; North Carolina State Bar, South Carolina Bar; District of Columbia Bar; Pennsylvania State Bar. (Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization). Practice Areas: Trusts and Estates; Wills; Probate; Estate Planning; Business Succession Planning; Closely Held Business Planning; Taxation; Asset Protection; Nonprofit and Charitable Organizations; Guardianship.Email: Janice L. Davies

Ms. Davies is a member of the North Carolina Bar, South Carolina Bar, Pennsylvania Bar and the District of Columbia Bar.

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