R. Walton Davis III P.A.

 Board Certified Specialist in Estate Planning and Probate Law

R. Walton Davis III P.A.

 Board Certified Specialist in
Estate Planning and Probate Law

Our Mission

Clear Communication and Simplicity.

We listen carefully to understand your circumstances and objectives, and then communicate clearly about the legal issues, so that you understand the choices before you and the consequences of each choice. We encourage simplicity, searching for the simplest solution that achieves your objectives.

PRACTICE AREAS

R. Walton Davis III P.A. Estate Planning & Probate Law
R. Walton Davis III P.A. Estate Planning & Probate Law

Estate & Trust Planning

Helping families and individuals identify, design and implement plans for the transfer of assets, during lifetime and at death, in ways that minimize family conflict, taxes, professional fees and other costs

Estate & Trust Administration

Assisting executors and trustees with the administration of estates and trusts, with focus on maximizing value to beneficiaries and minimizing costs, while assisting the executor or trustee to comply with all obligations

Tax Controversies

Assisting taxpayers to favorably resolve disputes with the Internal Revenue Service and North Carolina Department of Revenue

Trust Modification

Assisting trustees and beneficiaries with changing provisions of an irrevocable trust that have become disadvantageous

Charitable Organizations

Assisting founders with the formation of nonprofit organizations and advising existing charities

R. Walton Davis III P.A. Estate Planning & Probate Law
R. Walton Davis III P.A. Estate Planning & Probate Law

 

MEET WALTON

Walton is certified by the North Carolina State Bar’s Board of Legal Specialization as a specialist in estate planning and probate law. As of January 2017, Walton is one of only 13 Board certified estate planning specialists In western North Carolina (west of Hickory). See NC Law Specialists for more information.

Education:

  • University of Florida Law School, Graduate Tax Program Ll.M.
  • University of Virginia School of Law J.D.
  • University of North Carolina A.B. in Mathematics

Community Involvement:

  • Pisgah Legal Services Hotline team
  • Pisgah Legal Services Mountain Area Volunteer Lawyers
  • Habitat for Humanity’s estate planning project (for Habitat homeowners)
  • Nominee, 2013 NC Bar Association William L. Thorp Pro Bono Service Award

When not practicing law, Walton enjoys exploring the woods around Black Mountain with his family. He is also a jazz trombonist with the Asheville Jazz Orchestra, Russ Wilson’s Nouveau Passe Orchestra, Orange Krush and The Asheville Gentlemen.

I couldn’t be more genuine and sincere in recommending Walton and his firm. He came highly recommended to me, and from the first meeting, I felt that I was in honest and capable hands. As a new widow, I received excellent guidance, as well as extra care.

 

 

We are very pleased with the work that Walton did and does for us. He is an excellent listener and understands our needs.

 

Walton took the time to fully understand my circumstances and tailored an estate plan to my specific needs. He had great ideas for me to consider, but I never felt pressured to set up anything that I didn’t fully understand. He and his staff are very competent, timely in their work and always responsive to inquiries.

I couldn’t be more genuine and sincere in recommending Walton and his firm. He came highly recommended to me, and from the first meeting, I felt that I was in honest and capable hands. As a new widow, I received excellent guidance, as well as extra care.

 

 

We are very pleased with the work that Walton did and does for us. He is an excellent listener and understands our needs.

 

Walton took the time to fully understand my circumstances and tailored an estate plan to my specific needs. He had great ideas for me to consider, but I never felt pressured to set up anything that I didn’t fully understand. He and his staff are very competent, timely in their work and always responsive to inquiries.

R. Walton Davis III P.A.

207 East State Street
Black Mountain, NC 28711
Call: 828.357.5506
Fax: 828-669-0055
Email: walton@waltondavislaw.com

Do you have a case or a question about our services? Please get in touch!

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How To Find Us

From I-40 East, please use Exit 64. Turn left at bottom of the exit ramp. At the third stop light after the exit, turn right on to State Street. Our building is on the left after Richardson Blvd. just past Black Mountain Bistro.
From I-40 West, please use Exit 65. After you exit the interstate you will be on East State Street. Our office is .7 of a mile on the right at 207 East State Street, across the street from GreyBeard Realty.