Practice Focus
Cornelia R. Tenney works with clients in the areas of estate planning, family business succession planning, and charitable organizations. Her experience in estate planning, help families minimize gift and estate taxes through the use of efficient vehicles. These include generation-skipping trusts and grantor-retained annuity trusts.
In addition, clients rely on Cornelia to provide advice on complex family wealth management vehicles such as family limited liability companies. She also specializes in setting up and counseling private foundations and other charitable organizations and in providing advice on tax-advantaged methods of charitable giving.
Representative Matters
Cornelia has handled a variety of sophisticated estate planning and nonprofit legal matters and clients, including:
- Family members regarding the development and implementation of an integrated plan to pass the family business to the next generation through gifts, GRATs, sales, and charitable contributions
- Modifying a split dollar insurance agreement
- Obtaining public charity status for an operating charity that had been classified as a private foundation
- Trustees of a private foundation regarding the application of the self-dealing rules and jeopardy investments
Activities and Publications
- Co-author, Practical Estate Planning, published by Panel Publishing
- Author, various articles on tax and estate planning topics in Estate Planning and Trial Magazine
- Speaker, Federal Tax Institute and the Boston Bar Association.
