Charles H. Palmer, III
Charlie Palmer’s practice focuses in the areas of Estate planning and Estate and Trust Administration. His clients include professionals and their practices, owners of small businesses and other individuals and families. For clients of more substantial wealth, Mr. Palmer has put in place transfer tax saving devices, including Grats, Dynasty Trusts, Crummey Trusts, Charitable Remainder and Lead Trusts and Charitable Foundations. He has also assisted clients in the selection and oversight of investment counsel and frequently serves as a fiduciary for his clients. In addition, he counsels clients of special needs, including disabled clients.
In his practice, Mr. Palmer works closely with area banks and other trust companies, investment counselors, insurance agents, brokers, and accountants. Long active in the Estates and Trusts Section of the Maryland Bar Association, he sat on the Maryland Probate Rules Subcommittee which was charged with drafting new rules to govern the operation of the Orphan's Courts in Maryland and later sat on the Maryland Fiduciary Rules Subcommittee which was charged with revising and updating the rules governing fiduciary cases commenced in Maryland's Circuit Courts, including guardianships and trust cases.
Mr. Palmer is involved in many charitable and civic organizations. An Episcopalian by birth, he has been active in the Episcopal Diocese of Maryland where, among other things, he sat on the Board of Uplands Home for Church Women (now affiliated with Fairhaven). For five years he was Treasurer of his church, a large metropolitan parish, where his duties included oversight of three substantial professionally managed endowment funds. He continues to sit on his church's finance committee. Mr. Palmer now serves on the investment advisory board of the corporation for Relief, a charitable corporation established to assist retired Episcopal clergy and their families in need. He has also been active in the neighborhood in which he lives, having served on the Boards of the Roland Park Roads and Maintenance Corporation, charged with enforcing restrictive covenants, the Roland Park Civic League, charged with zoning enforcement and preservation of Roland Park as a planned residential community, and the Roland Park Community Foundation, a tax exempt body charged with preserving and enhancing the character of Roland Park. He presently sits on the Roland Park Community Foundation Board.
Mr. Palmer graduated cum laude from the University of Maryland School of Law and Oberlin College. He was admitted to the Maryland Bar in 1975.
PROFESSIONAL ASSOCIATIONS & MEMBERSHIPS
- Bar Association of Baltimore City
- Maryland State Bar Association: Member, Estates and Trusts Section
- American Bar Association
- Episcopal Diocese of Maryland
AREAS OF PRACTICEEstate Planning,
Probate & Estate Administration,
Real Estate Law,
EDUCATIONUniversity of Maryland School of Law J.D., cum laude, 1975
Order of the Coif
Oberlin College B.A., 1971 Major: History Major: GovernmentBAR & COURT ADMISSIONS