Carolyn S. Wenzel

Carolyn Wenzel represents companies, tax-exempt organizations, families and individuals in the areas of governance, tax, advocacy and estate planning.

She regularly counsels nonprofit entities and tax-exempt organizations, including public charities, private foundations, trade and professional associations, and religious and educational organizations in the areas of formation, investment decision-making, endowment fund establishment and modification, governance and business planning, regulatory compliance, tax-exemption qualification, dispute resolution, mergers and dissolution.

Carolyn also advises families and individuals in business succession, tax and estate planning, estate and trust administration, and fiduciary compliance. She regularly handles probate administration, conservatorship matters, estate and trust disputes, and probate litigation involving heirs, beneficiaries and fiduciaries.

Her experience includes helping national and Tennessee-based companies with tax planning and problem solving related to Tennessee state and local taxes, including refund claims, voluntary disclosures, audits, administrative conferences and hearings, and judicial appeals. Her representations include controversy work in sales and use tax, business tax, and local property tax for commercial and industrial property owners. Her experience includes counsel to companies in the transportation, communications and energy industries before state revenue agencies and local tax assessors.

Carolyn is a Rule 31 Listed General Civil Mediator by the Tennessee Supreme Court.