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\nBrent chats with Toni Ann Kruse about qualified personal residence trusts (QPRTs). These trusts are popular in high-interest environments to transfer personal residences among family members. Brent and Toni explain how they work, the income and transfer tax rules, and give planning tips.
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\nToni Ann Kruse is a Partner at McDermott Will & Emery who 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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\nToni Ann has published articles in publications such as\xa0Trusts & Estates Magazine, Bloomberg Tax, Law360, and the\xa0New York Law Journal. She regularly speaks at estate planning conferences on various topics and has been quoted in the\xa0Wall Street Journal, Forbes, and\xa0Reuters\xa0as an industry expert.
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\nToni Ann can be found here: Toni Ann Kruse – McDermott Will & Emery (mwe.com)
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\nThis material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker\u2019s firm or its affiliates.
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