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She also advises clients on marital property issues, including the design and execution of premarital, postnuptial, partition and transmutation agreements. In addition, she works on a variety of matters with her clients, including probate matters, fiduciary duties, trust restructuring, beneficiary rights, the creation and administration of various business entities, business succession planning and the implementation of various transfer tax planning techniques. Her experience includes drafting a wide variety of estate planning documents, handling issues involving the Internal Revenue Service, and assisting clients in establishing and maintaining private foundations, public charities and other charitable planning vehicles. Lora is highly qualified to advise clients on the tax and non-tax aspects relating to trusts, estates and charitable planning. She enjoys working closely with her clients and their other advisors to ensure that the planning implemented ultimately reflects the client’s desired outcome.
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She specializes in trust and estate planning for individuals and families of substantial wealth. Davis is a founding Member of Davis Stephenson, PLLC.