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Culp Elliott & Carpenter, P.L.L.C.
Estate planning attorney in Charlotte, NCReviews: 5 | Overal Rating: Good
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(a) unsurpassed legal expertise, experience, and reputation; and
(b) an approachable, down-to-earth, understandable, and respectful client relationship style, which values results over ego.
As a former practicing attorney, I place an extremely high value on this hard-to-find blend of attributes and attitudes.
So did my late father, an "old school," self-made, and unpretentious guy, whose mantra was "what's the bottom line" of an issue. He felt very fortunate in his career, and he wanted the fruits of his life's success to end up in the hands of his family and his community's charities, not with "Uncle Sam." With CEC's help, that's exactly what happened!
Having been represented for decades by a number of Charlotte's largest and oldest "downtown" law firms, Dad wisely selected Culp Elliott & Carpenter over 20 years ago. CEC helped him, over time and through thoughtful, informed, forward-thinking, and adaptive planning and execution, to achieve his estate planning goals.
After Dad's passing, CEC ably handled the administration of his estate. The process was managed extremely efficiently and effectively, despite numerous business, tax, and family complexities. And, the estate tax results were outstanding!
This excellent relationship continues today, with CEC partner Paul Hattenauer handling both my and my wife's estate planning, as well as that of my adult children. Paul is blessed, in abundance, with both extraordinary legal and people skills. In addition to his vast breadth and depth of knowledge in highly complex matters, Paul is a great listener, a clear communicator, a strategic thinker, a practical and results-oriented practitioner, and a genuinely great guy. It is simply a pleasure to work with Paul Hattenauer.
Despite the length of this review, I rarely write reviews. However, I would feel remiss if I did not HIGHLY recommend CEC to those in need of expertise and experience in sophisticated estate planning and administration of complex trusts and estates. Five stars, without a doubt!
Scott Gorelick
Charlotte, NC