Reviews

I couldn't be happier with the experience of putting my trust together with Duffy Palmer’s firm. I found the firm to be knowledgeable, responsive, professional, and thorough. His firm answered all of my questions promptly and anticipated most of them. Although trusts can be complicated the firm process and knowledge crisply led me through the steps while addressing my specific needs. I never felt rushed as I determined our best options. Duffy Palmer was the attorney but the support staff all contributed to the effort. The trust process doesn't end with writing documents. The funding phase where your legal entities are transferred to the trust was also clearly defined. I was provided a package with detailed instructions, forms, and a discussion to answer any questions. I thought the price was fair for the amount of work performed and would strongly recommend Duffy Palmer for any of his service offerings.

Duffy worked with me to do estate planning for both myself and my father. He was extremely easy to work with, professional, responsive and caring. When specific challenges arose unique to either of our situations he worked diligently to find solutions that fit. I highly recommend his services. It made estate planning a much more pleasant and easy experience than I had expected.

I engaged Duffy Palmer to prepare my estate plan after attending his estate planning seminar held at Manning’s Restaurant in April 2019. I was very impressed by his professionalism, breadth of knowledge, ability to answer the attendees’ questions, and pleasant and friendly demeanor. During our initial conference, he explained all aspects of the plan which was tailored to my specific financial needs, and made plenty of time available for addressing my questions and concerns. Everything we discussed was in clear, easy to understand language. He drafted the documents promptly, and after incorporating some minor changes, we met again for review and sign-off. In our final meeting, he turned over the completed official plan in a binder, and went over the additional steps I would need to take to complete the process, all of which were clearly documented in a checklist included in the package. I also reached out to Duffy recently for advice on purchasing a long-term care policy. He researched and provided me with very thorough responses to my questions about how tax-qualified and partnership long- term care benefits are addressed in North Carolina estate and Medicaid law, and his advice was instrumental in my decision on which type of policy to obtain. Duffy has impressive expertise in estate law and is extremely pleasant to work with. I highly recommend his services.