Top Trusts Lawyers Near Me in Chapel Hill Area

With more than 30 years experience in private practice, Mark Costley has helped hundreds of North Carolinians with estate planning, trust and estate administration, planning for children and adults with special needs, business succession planning and business transactions, and family charitable and philanthropic counseling. Mark’s work involves elements of teaching, strategic analysis and planning, negotiation, documentation, and assisting clients in executing their plans. A Duke University Alumnus, Mark has given back to his alma mater in numerous capacities, including serving as a member of the Board of Trustees. He has devoted his considerable energies to the Servant Center, Inc., a nonprofit corporation providing health care services for veterans and the homeless. Mark frequently provides public presentations on the subjects of estate planning, financial planning, asset protection, health care planning, retirement planning, and related topics. Mark is also a certified court mediator.. Mark is an active member of a variety of associations and committees, including the North Carolina State Bar, North Carolina Bar Association, Oklahoma Bar Association, American Bar Association, 14th Judicial District Bar, North Carolina Bar Association, Estate & Trust Legislative Committee, Durham-Orange Estate Planning Council, American Academy of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys.. Mark is married to Margaret Costley, and has two daughters, Eleanor born in 1995, and Audrey born in 2000. He is an active member of University Presbyterian Church, in Chapel Hill, North Carolina, an avid sports fan, and enjoys reading, travel, tennis, music, politics and gardening.. PUBLICATIONS: Guiding Those Left Behind in North Carolina. The Ultimate Care Guide for North Carolina

I guide high net worth individuals and families through the complex legal and tax aspects of estate planning, probate and trust administration. After over 35 years of helping folks,  I like to say that I specialize in "peace of mind.". I grew up in Chapel Hill, NC and most of my family is in the area. I now split my time between Naples, FL and Chapel Hill, but remain a die hard Tar Heel fan! Personally, I enjoy traveling, the outdoors, reading history, and spending time with my rather large family!

Duffy Palmer is the founder and owner of Palmer Estate Planning (Law Office of J. Duffy Palmer, PLLC, a North Carolina law firm). He started this law firm in order to further his mission to strengthen families through holistic and comprehensive estate planning.. When it comes to Estate Planning, Duffy realized that many people either do not know what happens to their assets after death or they do not want to think about it, and both scenarios far too often leads to undesirable surprises for loved ones left behind. Duffy also knows that some people know they need to do something, but just do not know the available options to make sound informed decisions. Duffy loves to educate people and help them create estate plans to bless them and their families.. Duffy grew up in Henderson, North Carolina where he was raised by his hardworking parents as the second of five children. Growing up, he loved to be outside riding bikes, exploring, and playing sports. He acquired his passion for helping people by looking after his younger siblings and by volunteering in town and within his church. His parents instilled a strong work ethic, and so he began working at age 15 while playing on his school’s football, basketball, and baseball teams.. After graduating from Northern Vance High School, he went off to Ricks College in Rexburg, Idaho. After his freshman year, he took two years off from college to serve a fulltime volunteer mission for his church in Peru. While there he learned many other invaluable life lessons with the most significant being that he was most happy helping other people among. Upon returning to college he continued volunteering for various local organizations. While he was in Peru the college became Brigham Young University Idaho and he earned a degree in Sociology with minors in Spanish and Criminal Justice. He was an honor student three (3) times. His biggest accomplishment while in Idaho was marrying his eternal companion, Kathryn who is also from North Carolina. Upon graduation they returned to North Carolina to start their new life together.. They landed jobs in Durham and Duffy began working for a non-profit helping people with disabilities get and keep jobs while his wife became an elementary school teacher. He was promoted to manager and guided the program to help hundreds of people get jobs when they didn't have one. Duffy and Kathryn began their family, having their first son. Duffy was later hired by an international human service company where he was a Clinical Supervisor of two group homes located in Durham. This was a priceless experience to see firsthand the lives of people with significant disabilities living in Medicaid funded group homes. He then was hired by The Arc of the Triangle as a Director. He led the organization to grow four times the size when he arrived. This work gave him a deep understanding of family life with children with special needs or disabilities living at home. It taught him that many families lack access to legal services and an attorney who truly understands their unique needs.. Feeling a need to be more technically equipped to help people, Duffy decided to attend the North Carolina Central University School of Law. He studied in the evening program to be able to support his family while earning his law degree. This phase of his life allowed him to increase his dedication, time management, and focus, as he and his wife welcomed a new daughter during final exams of his second year of law school. Upon passing the bar, The Arc promoted Duffy to General Counsel. While he loved that role, he missed working more directly with families so he decided to pursue the private practice of the law. And not too long later, Kathryn and Duffy welcomed another son to their family.. Duffy served hundreds of people as an Attorney for Thomas Walters, PLLC over several years helping them with all their estate planning needs. The legal services he provided includes a wide range of legal counsel and document drafting that included creating customized trusts to avoid probate, protect assets, and avoid unnecessary taxes, putting in place proper and up-to-date Last Will and Testaments, preparation of directing affairs upon sickness or incapacity, special needs planning, and guardianship and competency issues. The experience of helping so many people alleviate their worries, concerns brought his clients relief and Duffy pure joy!. The opportunity and blessing to create and run his own law firm is a dream-come-true for Duffy! His unique approach to teach estate planning strategies in relatable, everyday terms, his deep passion to address every client question, concern, and worry, as well as his big-picture understanding together with his detailed execution allows his clients to trust and appreciate him!. Duffy serves families throughout North Carolina in the Triangle, Triad, Charlotte, Wilmington and surrounding areas!

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.

Experienced Trusts attorney serving clients in Chapel Hill and surrounding areas.