Chalk Broughton

Chalk Broughton is a North Carolina trusts and estates lawyer who assists individuals, families, and closely held business owners with estate planning, tax planning, and succession planning. His work includes helping clients transfer closely held business interests to family members in a tax-efficient manner. He also advises on estate and trust administration, probate matters, and planning needs involving families, business owners, and long-term financial goals.

Chalk earned a B.A. from the University of North Carolina in 1983. He received his J.D. from the University of North Carolina School of Law in 1988 and later earned an L.L.M. in Taxation from the University of Florida in 1990. His legal and tax education supports his work in estate planning, income tax planning, business succession, and the administration of complex estates and trusts.

Chalk handles a broad range of planning and administration matters. His practice includes wills, revocable trusts, credit shelter trusts, generation-skipping transfer tax trusts, powers of attorney, health care directives, charitable planning, life insurance planning, retirement benefit planning, and supplemental needs trusts. He also advises closely held business owners on entity formation, contracts, shareholder agreements, employment agreements, real estate transactions, and the purchase or sale of businesses and professional practices.

Chalk Broughton is a Board Certified Specialist in Estate Planning and Probate Law by the N.C. State Bar Board of Legal Specialization. He is also a Fellow of the American College of Trust and Estate Counsel. His recognition includes honors in trusts and estates, tax law, business organizations, and estate planning. Through careful listening and practical guidance, he helps clients protect assets, plan for family needs, and address important estate and business decisions.

Law Office Affiliations

• Partner, Poyner Spruill
• Member, North Carolina Bar Association

Licensed State

• North Carolina

Education

• University of Florida
  Master of Laws (LLM)
• University of North Carolina School of Law
  Juris Doctor (JD)
• University of North Carolina
  Bachelor of Arts (BA)

Awards & Badges