DEDICATED TO EXCELLENCE IN THE PRACTICE OF LAW

Jennifer L.J. Koenig

Member

PRACTICE AREAS
Trusts and Estates | Tax-Exempt Organizations

Jennifer Koenig is a member of the firm’s trusts and estates practice group. She counsels clients on issues ranging from simple wills and powers of attorney to very complex estate planning and wealth preservation techniques, including GRATs (grantor retained annuity trusts), limited liability companies (LLCs), complex charitable planning, and succession planning for family-owned businesses. She helps families create supplemental needs trusts for family members with disabilities. With the current, higher exemption amounts, Jennifer counsels clients on how to simplify their estate plans, including the modification or termination of trusts to create tax efficiencies.

Jennifer enjoys helping her clients work through the estate planning process and the estate administration process after a loved one dies. She also has extensive experience representing charitable organizations and corporate fiduciaries. In addition to representing public charities, Jennifer assists clients in creating private foundations and other charitable entities, as well as assisting in the creation of donor advised funds. Whatever the circumstances, Jennifer is passionate about serving her clients. 

Outside the office, Jennifer enjoys spending time with her husband, Dan, and their teenage daughter, Nelessen.

Education

University of North Carolina, A.B., 1994, Phi Beta Kappa, Pi Mu Epsilon

University of North Carolina, J.D., 1997

Bar Admissions
North Carolina
Professional Activities

Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Board of Legal Specialization since 2003

Fellow, American College of Trust and Estate Counsel

Chair of the North Carolina State Bar Specialization Committee for Estate Planning and Probate Law

Bar Candidate Interview Committee of the North Carolina State Bar

North Carolina Bar Association, Estate Planning and Fiduciary Law Section: Ad Hoc Committee, past Chair; Pro Bono Committee, past Chair; Public Relations and Education Committee, past Chair; and Joint Task Force with Clerks of Court

Greensboro Estate Planning Council, past President

Former legal counsel and member of the Board of Directors, The United Way of Greater Greensboro, Inc.

Society of Financial Services Professionals

Community and Civic Activities

Community Foundation of Greater Greensboro, Inc., Board of Directors

Community Foundation of Greater Greensboro, Inc., Future Fund

Community Foundation of Greater Greensboro, Inc., Professional Advisors Committee, Chair

Friends of the UNCG Libraries, Chair 2017-2018, Board of Directors 2012-2018

Holy Trinity Episcopal Church

Awards and Publications

Woodward/White, Inc., The Best Lawyers in America, trusts and estates, 2011-2019

Business North Carolina, Legal Elite, tax/estate planning, 2005-2006, 2008-2019

North Carolina Super Lawyers, estate planning and probate, 2011-2019

Herb Falk Society, Pro Bono Service, Greensboro Bar Association

Martindale-Hubbell AV Preeminent™ Peer Review Rated