Overview


Toni Ann Kruse has a broad-based estate and wealth transfer planning practice in New York. She advises ultra-high net worth individuals and families on estate, gift and generation-skipping transfer tax issues, trust and estate administration, state fiduciary income tax planning, and charitable gifting, as well as contested trust and estate matters. She has significant experience working with multinational clients on structuring efficient ways to benefit US persons as well as inbound and outbound planning opportunities. Toni Ann regularly works with family companies, advising on governance and succession issues between generations; drafts and administers complex estate plans; implements leveraged lifetime wealth transfer techniques; and counsels fiduciaries in complex trust and estate administration matters, often involving various asset classes across several jurisdictions.

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Recognitions


  • American Bar Association, one of five attorneys selected to serve as a Trust and Estates Fellow for the Real Property, Trust and Estate Section for 2014–2016
  • ACTEC Foundation Young Leader, 2016–2018
  • Super Lawyers, Estate Planning & Probate: New York, 2017–2019
  • Chambers High Net Worth, New York: Private Wealth Law, Up and Coming, 2019

Community


  • American Bar Association, Real Property, Trusts & Estates Section; charitable organizations co-chair, fellows vice-chair and membership member
  • New York State Bar Association, Estate and Trust Administration Committee member

Credentials


Education
Boston College Law School, JD, 2008
Boston College, BA, 2003

Admissions
New York

Toni Ann Kruse

Insights & Events / Media

New York, NY / McDermott Event / November 21, 2019

New York, New York / Speaking Engagements / May 31, 2019

Naples, Florida / Speaking Engagements / May 18, 2019

Chicago, IL / McDermott Event / May 13 - 15, 2019

Trusts & Estates Magazine / January 25, 2019

Washington, District of Columbia / McDermott Event / November 15, 2018

New York, New York / McDermott Event / November 13, 2018

The Private Wealth & Private Client Review / September 2018

New York, New York / Speaking Engagements / June 29, 2018

Webinar / Speaking Engagements / June 21, 2018

Chicago, Illinois / McDermott Event / May 14 - 16, 2018

Orlando, Florida / Speaking Engagements / May 10, 2018 - May 11, 2018

New York Law Journal / January 12, 2018

Philadelphia, Pennsylvania / McDermott Event / June 5 – 7, 2017

Bloomberg BNA Tax Management Estates, Gifts, and Trusts Journal / May 11, 2017

Denver, Colorado / Speaking Engagements / April 20, 2017

American Bar Association Section on Real Property, Trust & Estate Law / December 9, 2015

Publications / December 4, 2014

Rules to Give By: A Global Philanthropy Legal Environment Index

A Guide to International Estate Planning, Second Edition / January 2014

Current Rules for the United States Income and Transfer Taxation of Nonresident ...

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