ESTATE PLANNING AND ASSET PROTECTION

Culp Elliott & Carpenter’s Estate Planning and Asset Protection Group provides comprehensive services in estate planning, including:

• sophisticated estate-planning techniques
• business succession planning
• executive compensation planning
• charitable planning
• family office representation

Our team of lawyers, Certified Public Accountants, and paralegals offers a depth of knowledge and practical experience unequaled in the Southeast. Some of our attorneys are also CPAs; others have earned L.L.M. degrees in taxation or estate planning. Four of our attorneys are board-certified specialists in estate planning and probate law.

Among other assignments, we advise and represent trustees, personal representatives, and beneficiaries in resolving disputes concerning estates and trusts and in all aspects of estate and trust litigation. We also regularly advise clients on cash-flow planning, education planning and retirement planning. Clients include high-net-worth individuals, estates, trusts, charitable foundations, partnerships, LLCs and closely held corporations. In the cases of several families, the Estate Planning group has been honored to represent three and even four generations of family members.

We counsel our clients concerning state and federal tax savings opportunities, and domestic and international asset-protection strategies. A significant aspect of our practice focuses upon tax-savings opportunities arising from inter-generational wealth transfers. We add value to our clients' planning goals by suggesting and implementing techniques which minimize or completely avoid income taxes, gift taxes, estate taxes and generation-skipping transfer taxes.

We frequently work with each client's team of advisors, which may include their accountants, financial planners, life insurance professionals, money managers and fiduciaries. When applicable, we coordinate our services with our firm's attorneys and accountants who provide fiduciary services, tax return preparation, and support for clients' corporate and real estate transactions.