Cynthia T. Fenninger

Cynthia T. Fenninger

Location:
Charlotte, North Carolina
Phone:
704-900-3883
888-314-8134 (Toll Free)
Fax:
704-556-9601
Email:

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:

  • 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;
  • Creating living trusts to enable management and conservation of assets, enhance tax savings and avoid probate;
  • Establishing and implementing irrevocable life insurance trusts;
  • Handling estate administration matters with an emphasis on valuation issues;
  • Preparing of state and federal gift and estate tax returns and fiduciary income tax returns;
  • Advising fiduciaries concerning their powers and duties;
  • Coordinating retirement plan benefits in the estate planning setting; and
  • 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.

Areas of Practice

  • Estate Planning
  • Estate Administration
  • Tax Law

Bar Admissions

  • North Carolina, 1993

Education

  • University of North Carolina School of Law, Chapel Hill, North Carolina
    • J.D. - 1993
    • Honors: With Honors, Order of the Coif
  • University of North Carolina
    • B.A. - 1989
    • Honors: with Distinction, Phi Beta Kappa