Cynthia J. Tobin is a partner and Certified Estate Planning Professional at Williams McDaniel, PLLC, in Memphis, Tennessee. There are approximately 25 Certified Estate Planning Professionals in the state of Tennessee and Williams McDaniel houses 5 of them, including Cindy. She has been with the McDaniel group for 21 years. Cindy concentrates her practice in the areas of estate planning, trust, probate administration, elder law issues, special needs planning, federal estate tax issues, fiduciary income tax and gift tax planning and preparation.
REPRESENTATIVE MATTERS:
Ms. Tobin represents both families and individuals, young and old, to meet their estate planning needs, including Wills, Tennessee Community Property Trusts, Living Trusts, Insurance Trusts, Special Needs Trusts, Educational Trusts, Asset Protection Trusts, Durable Powers of Attorney, Healthcare Directives and Premarital Agreements. Ms. Tobin advises and assists surviving spouses and children with the probate of a deceased spouse's estate and planning for the beneficiary's future needs. Ms. Tobin prepares the income tax returns required to be filed by a decedent's estate and assists with income tax planning to match income and expense deductions for maximum deductibility on fiduciary income tax returns. Ms. Tobin assisted her father (who was a WWII Veteran) to plan for his care and medical needs and she navigated the Veteran's Administration rules and requirements. As such, she believes she is better able to advise clients who are planning for their elderly parent's future needs.