Susan C. Frunzi

Partner at Schulte Roth & Zabel LLP

Susan C. Frunzi

Susan C. Frunzi

Partner at Schulte Roth & Zabel LLP

Biography

Susan C. Frunzi is a member of the firm’s Executive Committee. Sue concentrates her practice on providing high net worth individuals with services in the following areas: estate planning, estate administration, charitable giving and organizations, family law and litigation. In the estate planning area, she creates sophisticated plans, including for possible incapacity or institutionalization, and analyzes different inter vivos and testamentary gift-giving options in the context of various income, gift and estate tax laws. Sue also oversees all aspects of the administration of small and large estates, including representing clients in Internal Revenue Service and state estate tax audits. Sue develops and implements charitable giving plans, negotiates contributions to charitable organizations and oversees the administration of tax-exempt organizations. In the family law area, she negotiates and prepares cohabitation, prenuptial, postnuptial and separation agreements and counsels married couples on income, gift and estate tax planning issues. Sue also represents clients in Tax Court proceedings, trust & estate disputes and other matters.

After graduating summa cum laude and Phi Beta Kappa from Tufts University, Sue obtained her J.D. from Columbia Law School, where she was Editor of the Columbia Law Review and a Harlan Fiske Stone Scholar. She is a Fellow of the American College of Trust and Estate Counsel, a member of the New York City Bar Association and a former member of the Trusts, Estates & Surrogate’s Courts Committee, a member of the New York Historical Society’s Planned Giving Advisory Council, a member of the Museum of Modern Art’s Planned Giving Advisory Committee, a member of The Rockefeller University’s Committee on Trust and Estate Gift Plans, a former David Rockefeller Fellow of the New York City Partnership and Chamber of Commerce, and a former member of the Board of Directors of the Center for Children and Families Inc. Sue has been recognized as a leader in her field by The Best Lawyers in America, Chambers High Net Worth and New York Super Lawyers. According to Chambers, “[Sue] doesn’t miss a thing and is always on top of matters. She has a high degree of knowledge in complex wealth management matters.”

Overview
RelSci Relationships

1574

Number of Boards

8

Number of Awards

3

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Partner at Schulte Roth & Zabel LLP

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Chief Financial Officer at Schulte Roth & Zabel LLP

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Partner at Schulte Roth & Zabel LLP

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Partner at Schulte Roth & Zabel LLP

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Partner at Schulte Roth & Zabel LLP

Relationship likelihood: Strong

Partner at Schulte Roth & Zabel LLP

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Partner at Schulte Roth & Zabel LLP

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Partner at Schulte Roth & Zabel LLP

Relationship likelihood: Strong

Partner at Schulte Roth & Zabel LLP

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Co-Founder at JPB Foundation

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Susan C. Frunzi
Partner at Schulte Roth & Zabel LLP
Education
JD, Harlan Fiske Stone Scholar
Class of 1983

Columbia Law School is a professional graduate school of Columbia University, a member of the Ivy League. Columbia is regarded as one of the most prestigious law schools in the nation and has always been ranked in the top five by U.S. News and World Report.Founded in 1858, Columbia has produced a large number of distinguished alumni including two Presidents of the United States (Franklin Delano Roosevelt and Theodore Roosevelt); nine Justices of the Supreme Court of the United States;numerous U.S. Cabinet members and Presidential advisers; U.S. Senators, Representatives, and Governors; and more members of the Forbes 400 than any other law school.

BA, summa cum laude, Phi Beta Kappa, Dean's List
Class of 1980

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

Memberships
Fellow
2005 - Current

The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. All ACTEC members have made substantial contributions to the field of trusts and estates law through writing, teaching and bar leadership activities. The members work together in a collegial manner to • Enhance their ability to provide the most efficient and highest quality services to their clients; • Develop qualified trust and estate counselors; • Improve and reform probate, trust and tax laws, procedures, and standards of professional responsibility; and • Cooperate with bar associations and other organizations with similar missions.

Member
Current

The New York State Bar Association (NYSBA) is a voluntary bar association for the state of New York. NYSBA was founded in 1877 with the stated goal to cultivate the science of jurisprudence; to promote reform in the law; to facilitate the administration of justice, and to elevate the standards of integrity, honor, professional skill, and courtesy in the legal profession. Its first President was David B. Hill. Among the reforms in the legislation signed into law creating the association was the removal of the restrictions on the admission of women to the practice of law. In 1896, NYSBA proposed the first global means for settling disputes among nations, what is now called the Permanent Court of Arbitration in The Hague.

Member
Current

The Association of the Bar of the City of New York is a voluntary association of lawyers and law students. The organization was founded in 1870 and it is headquartered in New York, NY.

Career History
Partner
Current

Founded in 1969, Schulte Roth & Zabel LLP is a multidisciplinary firm with offices in New York, Washington, D.C., and London. As one of the leading law firms serving the financial services sector, SRZ regularly advises clients on investment management, corporate and transactional matters, as well as providing counsel on securities regulatory compliance, enforcement and investigative issues. They are a full-service firm with 14 practice groups whose combined legal expertise and business acumen provide a diverse client base with top-notch representation and service. They strive to build and maintain long-term relationships with clients by placing a premium on client service. To address every aspect of a client's business, it is not unusual for attorneys from multiple practice groups to be brought in on a matter.Their client roster includes a large and impressive array of institutional, entrepreneurial and individual clients, including public and private companies, investment banks, hedge and private equity funds, domestic money centers and foreign commercial banks, broker-dealers, investment advisers, private investment partnerships, venture capitalists and pension funds. Their handling of widely recognized deals, including the sale of Chrysler Financial to TD Bank Group and the acquisition of Caritas Christi Health Care System-all extremely complex matters involving multitudes of lawyers working across practice areas-speak to their wide-ranging capabilities, from domestic and cross-border acquisitions to high-stakes litigations, multilayered financings, high-profile real estate deals, debt restructurings, and estate and trust administration, to name a few of the matters for which clients seek their services.

Boards & Committees
Member, Board of Directors
1991 - 1995

The Center for Families and Children is one of the largest providers of behavioral health services to the Greater Cleveland community. It programs include adult out-patient mental health and community support services, family and individual counseling and psychiatric and nursing services.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
N/A
2010

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

N/A
2008

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

$2,500 - $4,999
2005

Human Rights First promotes and protects fundamental international human rights. The company is headquartered in New York, NY.

Political Donations
$1,000
2008

Former President of United States

$500
2003
Awards & Honors
Admitted to the New York Bar
Best Lawyers - The Best Lawyers in America
Super Lawyers - New York Super Lawyers
Other Affiliations
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