H. Chalk Broughton Jr.
Partner
Education

University of North Carolina, JD, 1988

Holderness Moot Court Bench

Phi Delta Phi

University of Florida, LLM in Taxation, 1990

University of North Carolina, BA, 1983

Notable Accomplishments
Jurisdictions Licensed
135 W. New Hampshire Ave., Southern Pines, NC 28387t: 910.692.6866|
P.O. Box 371, Southern Pines, NC 28388-0371f: 910.695.3036|
301 Fayetteville Street, Suite 1900, Raleigh, NC 27601t: 919.783.2803|
P.O. Box 1801, Raleigh, NC 27602-1801f: 919.783.1075 |
Chalk assists clients and closely held companies with estate and succession planning issues. He advises individuals, families, and closely-held business owners on all aspects of their estate and tax planning matters, as well as issues relating to the transfer of closely-held business interests to family members in a tax-efficient manner. Chalk also has substantial experience in the settlement and administration of decedents' estates and trusts of varying sizes and complexity.

Representative Experience

  • Estate and income tax planning for individuals and business entities, including advice on minimizing potential estate or income tax liabilities
  • Preparation of all components of estate plans, including wills, revocable trusts, credit shelter trusts, generation skipping transfer tax trusts, durable financial powers of attorney, health care powers of attorney, declarations of a desire for a natural death, and intervivos trusts
  • Charitable planning and gifting, including use of outright gifts to charity, charitable remainder trusts, and charitable lead trusts
  • Estate and income tax planning for retirement benefits

read all representative experience
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