Socius Law Group PLLC ABOUT USPRACTICE AREASCLIENT SUCCESSOUR TEAMCONTACT USSOCIUS ADR
Jeannette Adams Gorman
Ronald D. Allen
Adam R. Asher
Robert F. Baker
Charles W. Davis
Lori Lopez Guzzo
J. Blake Hilty
Jason C. Holloway
L. Paul Ohainle
Thomas F. Peterson
Eleanor H. Walstad

OUR TEAM

Charles W. Davis
206.838.9106 P
206.838.9107 F
E-mail Charlie
CLIENT SUCCESS STORY
Creating a Successful Estate and Business Succession Plan

Charles W. Davis


PRACTICE AREAS
Business, Trusts and Estates, Federal and State Tax
 
LEGAL EXPERIENCE

Charlie has been assisting families and regional businesses with estate planning, tax and business issues for many years. These matters often involve complex federal and state tax issues.

Charlie represents business owners and entities, many of them industry leaders, in connection with the transfer of business interests to younger generation family members, business sales and acquisitions, corporate restructuring, and the design of employment and nonqualified deferred compensation arrangements for owners and executives.

Charlie also designs estate plans, in many instances for clients whose estates include business interests and which present unique challenges. Much of his work involves strategies that meet client and extended family needs while minimizing or eliminating federal and state estate and generation-skipping taxes.

For twelve consecutive years, Charlie has been named to the Super Lawyers list by Super Lawyers® magazine, a designation reserved for fewer than five percent of all lawyers in Washington State. This designation is given to those who received the greatest point total in the magazine’s balloting, research and blue ribbon review process.


REPRESENTATIVE MATTERS

  • Regularly advises clients concerning the design of business entities, exit strategies, and employment and deferred compensation arrangements
  • Designs estate plans for clients in settings involving gift and estate tax issues as well as business succession issues
  • Designs ownership and compensation arrangements for physicians and others who own and operate professional service entities


PERSONAL

Charlie lives in Edmonds with his wife, Julie, and two children, Kathryn and John. When not in the office, Charlie likes to head for the outdoors with his family. In addition to hiking and camping, he enjoys steelhead fishing, particularly expeditions in early winter to northern British Columbia.


EDUCATION

Clerk, United States Tax Court - Washington D.C. 1980-1981
Georgetown University Law Center, L.L.M. in Taxation 1980
Tulane University, J.D. 1979
Amherst College, B.A. 1976


MEMBERSHIPS & RECOGNITION

Washington State Bar Association
King County Bar Association
AV Preeminent rating, Martindale-Hubbell Law Directory
Super Lawyers® list 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 & 2017


COMMUNITY SERVICE

Former Member of Fred Hutchinson Cancer Research Center Planned Giving Committee
Regular service on boards of charitable organiziations and educational institutions
Pro Bono legal services through Open Door Legal Services and WSBA



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