Carolyn S. Wenzel
Litigation - Trusts and Estates
Litigation - Trusts and Estates
Create an account to contact this attorney
Carolyn Wenzel represents companies, tax-exempt organizations, families and individuals in the areas of governance, tax, advocacy and estate planning.She regularly counsels nonprofit entities and tax-exempt organizations, including public charities, private foundations, trade and professional associations, and religious and educational organizations in the areas of formation, investment decision-making, endowment fund establishment and modification, governance and business planning, regulatory compliance, tax-exemption qualification, dispute resolution, mergers and dissolution.Carolyn also advises families and individuals in business succession, tax and estate planning, estate and trust administration, and fiduciary compliance. She regularly handles probate administration, conservatorship matters, estate and trust disputes, and probate litigation involving heirs, beneficiaries and fiduciaries.Her experience includes helping national and Tennessee-based companies with tax planning and problem solving related to Tennessee state and local taxes, including refund claims, voluntary disclosures, audits, administrative conferences and hearings, and judicial appeals. Her representations include controversy work in sales and use tax, business tax, and local property tax for commercial and industrial property owners. Her experience includes counsel to companies in the transportation, communications and energy industries before state revenue agencies and local tax assessors.Carolyn is a Rule 31 Listed General Civil Mediator by the Tennessee Supreme Court. Carolyn Wenzel represents companies, tax-exempt organizations, families and individuals in the areas of governance, tax, advocacy and estate planning.She regularly counsels nonprofit entities and tax-exempt organizations, including public charities, private foundations, trade and professional associations, and religious and educational organizations in the areas of formation, investment decision-making, endowment fund establishment and modification, governance and business planning, regulatory compliance, tax-exemption qualification, dispute resolution, mergers and dissolution.Carolyn also advises families and individuals in business succession, tax and estate planning, estate and trust administration, and fiduciary compliance. She regularly handles probate administration, conservatorship matters, estate and trust disputes, and probate litigation involving heirs, beneficiaries and fiduciaries.Her experience includes helping national and Tennessee-based companies with tax planning and problem solving related to Tennessee state and local taxes, including refund claims, voluntary disclosures, audits, administrative conferences and hearings, and judicial appeals. Her representations include controversy work in sales and use tax, business tax, and local property tax for commercial and industrial property owners. Her experience includes counsel to companies in the transportation, communications and energy industries before state revenue agencies and local tax assessors.Carolyn is a Rule 31 Listed General Civil Mediator by the Tennessee Supreme Court. Carolyn Wenzel represents companies, tax-exempt organizations, families and individuals in the areas of governance, tax, advocacy and estate planning. She regularly counsels nonprofit entities and tax-exempt organizations, including public charities, private foundations, trade and professional associations, and religious and educational organizations in the areas of formation, investment decision-making, endowment fund establishment and modification, governance and business planning, regulatory compliance, tax-exemption qualification, dispute resolution, mergers and dissolution. Carolyn also advises families and individuals in business succession, tax and estate planning, estate and trust administration, and fiduciary compliance. She regularly handles probate administration, conservatorship matters, estate and trust disputes, and probate litigation involving heirs, beneficiaries and fiduciaries. Her experience includes helping national and Tennessee-based companies with tax planning and problem solving related to Tennessee state and local taxes, including refund claims, voluntary disclosures, audits, administrative conferences and hearings, and judicial appeals. Her representations include controversy work in sales and use tax, business tax, and local property tax for commercial and industrial property owners. Her experience includes counsel to companies in the transportation, communications and energy industries before state revenue agencies and local tax assessors. Carolyn is a Rule 31 Listed General Civil Mediator by the Tennessee Supreme Court.
Recognized in Best Lawyers since 2012
Ashley Diaz
Our family needed to restructure a long-standing charitable foundation that had become administratively cumbersome. We selected Carolyn Wenzel based on her clear expertise in nonprofit law and her impressive recognition in the field, including her Lawyer of the Year awards. Her deep knowledge, stemming from over two decades of practice and her advanced tax degree, was immediately evident. She guided us through a complex process involving governance changes, state compliance, and federal tax implications with remarkable clarity. Carolyn took the time to understand our family's philanthropic goals, ensuring the new structure reflected our intent while maximizing operational efficiency. Her strategic advice on advocacy matters was particularly insightful. The only slight drawback was that during particularly busy periods, response times from her assistant could lag by a day or two, though Carolyn herself was always prompt for our scheduled meetings. Overall, her counsel was invaluable. We now have a robust, compliant foundation positioned for the future, and we have confidently referred other nonprofit boards to her at Sherrard Roe Voigt & Harbison.
Bankruptcy and Creditor Debtor Rights / Insolvency and Reorganization Law
Product Liability Litigation - Defendants