Overview
Cullen is an associate in the firm’s Private Wealth Services practice. He advises clients in all aspects of charitable, tax, business succession and estate planning. He previously practiced at a Tennessee-based law firm, where he developed and implemented tax-advantaged generational wealth transfer and business succession plans for ultra-high net worth clients.
While skilled in the mathematical aspects of planning, Cullen understands that a good plan is ultimately defined not by the numbers involved, but by the peace of mind and security it provides the client. To that end, Cullen strives to create personal relationships with clients that embody trust and confidence.
A frequent presenter and publisher on estate planning topics, Cullen is also active in both the Tax and the Real Property, Probate and Trust Law sections of the Florida Bar. He currently serves as an adjunct professor in Estate Planning at Stetson University College of Law. Cullen is barred in Tennessee and continues to serve clients with Tennessee-specific issues.
Honors
- The Best Lawyers in America®, “Ones to Watch”
- Tax Law, 2024
- Trusts & Estates, 2024
- Mid-South Super Lawyers, “Rising Star,” 2021
Publications & Presentations
- “Piqued Interest: Charitable Remainder Trusts in High Interest Rate Environments,” presenter, City National Bank Trust Forum, August 2023
- “Charitable Planning for High Net Worth Clients,” presenter, U.S. Bank Lunch and Learn, July 2023
- “Estate Planning,” presenter, Florida Bar Young Lawyer’s Division, Basic Skills Course, November, 2022
- “Comments on Proposed Treasury Regulations Relating to Section 2053 of the Internal Revenue Code,” co-author, Florida Bar Tax Section Comments Submitted to the Internal Revenue Service, September 2022
- “Celebrity Wills,” The Villages Estate Planning Council, September 2022
- “Comments on Proposed Treasury Regulations Relating to the Basic Exclusion Amount Applicable to the Computation of Federal Estate and Gift Taxes,” co-author, Florida Bar Tax Section Comments Submitted to the Internal Revenue Service, July 2022
- “Pass-Through Entities: Tax Risks,” Lorman Education Services, June 2021
- “Overview of the New Tax Cuts and Jobs Act,” Tennessee Bar Association, March 2018
- “Estate Planning for Unmarried and Remarried Couples,” National Business Institute, December 2017
- “Deductibility of Executor and Trustee Fees Under the Tax Cuts and Jobs Act,” ABA Section of Real Property Trust, and Estate Law, Young Lawyers Division Spring Newsletter, June 2017
- “Current Trends in Non-Tax Estate Planning,” ABA Section of Real Property, Trust, and Estate Law, Spring Symposium, April 2017
Professional Associations & Memberships
- Adjunct professor, Stetson University College of Law, Estate Planning, Spring 2023
- Florida Bar Association
- Tax Section
- Real Property, Probate and Trust Law Section
- Model and Uniform Acts Committee, Vice Co-chair, 2023-present
- At Large Member, 2023-present
Civic & Community Service
- Tampa Cattle Baron’s Ball, Board of Ambassadors, 2023