If you are in need of quality legal representation, contact Charlotte estate
planning lawyer, Dave Davidson to learn how The Davidson Law Firm can
assist you.
Available Evenings by Appointment
The Davidson Law Firm serves clients in Mecklenburg
County, North Carolina, including Charlotte, Gastonia,
Ballantyne, Lake Norman, Dilworth, South Park, Elizabeth,
Huntersville, and Davidson.
The Davidson Law Firm, P.C.
7301 Carmel Executive Park
Suite 204-A
Charlotte, North Carolina
28226

Phone: 704.540.5154
Fax: 704.544.7457
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If you are in need of wills, trusts or estate planning representation, contact
Charlotte estate planning lawyer, Dave Davidson to learn how
The Davidson Law Firm can assist you. Call 704-353-3541.
Charlotte, NC Wills Lawyer
Proper estate planning lays the foundation for the smooth transfer of assets
to your intended beneficiaries. Drafting legal and valid wills or establishing
trusts that accomplish your specific goals (while achieving tax savings) are
the primary tools an estate planning attorney will use. But many people also
decide, when they do an estate plan, to prepare documents communicating
their medical wishes, or giving decision-making authority to a relative. These
documents are living wills (or advanced health care directives) and powers
of attorney.
Charlotte estate planning attorney Dave Davidson is experienced in helping
families in developing comprehensive estate plans. As a certified financial
planner, he is well prepared to help you consider your financial goals and
the tax implications of wills and trusts. Contact The Davidson Law Firm to
schedule an appointment. Handle these details today to ensure your wishes
are followed tomorrow.
Attaining a tailored tax plan for certain businesses and estates is essential.
Depending of the particular situation, hiring a skilled lawyer could save
your business or estate substantial finances in taxes. The Davidson Law
Firm, P.C. is skilled at assisting the business community as well as families
and individuals with tax issues. Contact Charlotte, North Carolina estate
tax plan lawyer Dave Davidson to schedule a consultation.
Estate Tax Planning
As an experienced Certified Financial Planner®, Dave Davidson is
knowledgeable in the advantages and disadvantages of handling complex
tax issues in different ways. He is able to advise and assist business clients
with an array of business tax issues.
Estate Planning:
Wills, Trusts and Powers of Attorney
Tax Planning for Estates and Businesses
Business Tax Planning
  • Tax advantages pertaining to different entity forms
  • Tax advantages in running a business
  • Tax issues involved in a business sale, purchase, or gift
  • Business succession planning
As an experienced Certified Financial Planner®, Dave Davidson is
knowledgeable in the advantages and disadvantages of handling estate tax
concerns in different ways. He is able to advise individuals and families in
how estate planning and the use of living trusts and irrevocable trusts can
assist in dealing with estate taxes.
  • Create living marital trusts
  • Set up living children trusts
  • Create a charitable trust
  • Optimize gift giving to children and grandchildren
  • Various other techniques
If you need assistance with
Incorporation, LLC formation,
Contracts, Estate Planning,
Wills, Trusts, Powers of
Attorney, or Living Wills,
contact Charlotte Law Firm, The
Davidson Law Firm, P.C. today!
Call 704-540-5154 :  Business Law • Estate Planning • Personal Injury
704-540-5154