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CHARLES W. DAVIS

206.838.9106   |   cdavis@sociuslaw.com

I work closely with business owners and executives to help them be successful, to minimize estate and income taxes, and to make the best possible decisions for themselves, their businesses and their families.

Charlie brings many years of experience partnering with individuals and business entities to address practical and legal matters. He assists owners of regional and family businesses with estate planning and business matters that involve complex federal and state tax issues.

Charlie’s clients include directors and officers of publicly traded companies, owners of regional businesses, individuals with a wide variety of interests and pursuits which may not be business-related, and - every bit as important, pro-bono clients. Many of his clients have moved to the Northwest from other parts of the country for business and/or personal reasons. He assists them with business, tax and estate planning matters, including business succession planning and charitable gifting strategies.


Much of Charlie’s work involves developing strategies that address the needs of clients and their extended families while minimizing or eliminating federal and state estate and generation-skipping taxes.

EDUCATION

Clerk, United States Tax Court – Washington D.C. 

L.L.M. in Taxation, Georgetown University Law Center

J.D., Tulane University

B.A., Amherst College


RECOGNITION

Super Lawyers® list, 2005-2021

 

AV Preeminent® rating, Martindale-Hubbell® Law Directory

COMMUNITY

Former Member of Fred Hutchinson Cancer Research Center Planned Giving Committee

Pro Bono legal services through Open Door Legal Services and WSBA


MEMBERSHIPS

Washington State Bar Association

 

King County Bar Association

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OUTSIDE THE OFFICE

Charlie and his wife, Julie, who are now “empty nesters,” live in Edmonds. When not in the office, Charlie likes to head for the outdoors. In addition to hiking, river-rafting and camping, he enjoys steelhead fishing, particularly expeditions in early winter to northern British Columbia.