Cyndy Fenninger is a partner at Orsbon & Fenninger, LLP. She is a member of the Estate Planning and Fiduciary Law sections of the American Bar Association and the Taxation section of the North Carolina Bar Association. She is a
North Carolina
State Bar certified specialist in Estate Planning and Probate Law.
Ms. Fenninger has extensive experience in a broad range of federal and state income, estate, and gift tax issues. She regularly advises and represents clients in the following areas:
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Implementing sophisticated estate planning techniques to minimize the impact of estate inheritance, and income taxes on a decedent's estate, including charitable trusts, grantor retained trusts, qualified personal residence trusts and other tax-savings devices;
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Creating living trusts to enable management and conservation of assets, enhance tax savings and avoid probate;
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Establishing and implementing irrevocable life insurance trusts;
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Handling estate administration matters with an emphasis on valuation issues;
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Preparing of state and federal gift and estate tax returns and fiduciary income tax returns;
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Advising fiduciaries concerning their powers and duties;
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Coordinating retirement plan benefits in the estate planning setting; and
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Gift planning to facilitate the transfer of assets during life at minimal gift tax cost and planning and carrying out a variety of tax-free reorganizations involving family.
