Attorneys

vfinmann@jaspanllp.com
Garden City, NY Office

T: 516.393.8203
F: 516.393.8282
Victor M. Finmann

Of Counsel

Victor M. Finmann joined Jaspan Schlesinger LLP’s Trusts and EstateElder Law and Taxation Groups, in July 2015.  He has been practicing for over 40 years in the areas of trust and estate administration, estate and incapacity planning, elder law and Medicaid planning, asset protection, business succession planning and retirement asset distribution planning. Prior to joining Jaspan Schlesinger LLP, he had served as the Head of the Trusts and Estate Department of the Garden City office of a large Manhattan law firm.

He has drafted numerous estate planning documents including Wills containing credit shelter trusts, qualified terminable interest property (Q-TIP) trusts, qualified domestic (Q-DOT) trusts, generation-skipping transfer tax (GST) trusts, charitable remainder trusts, inter vivos trusts, life insurance trusts, third party and self-settled supplemental needs trusts, designation of beneficiary election forms, retirement asset wills, health care proxies, living wills, powers of attorneys and various deeds, including deeds with life estates. He has also assisted the personal representatives of estates in all aspects of the administration of estates, including the preparation of probate and administration petitions, disclaimers, right of election, funding of trusts, the preparation of Federal and State estate, gift and income tax returns, and the representation of clients on estate, gift and pension plan audits.

Mr. Finmann is also a nationally renowned authority in the field of distributions from qualified plans, tax-sheltered annuities and IRAs, and is the principal author of the Aspen Publishers, Inc. text entitled “Planning For Retirement Distributions – Tax, Financial, and Personal Aspects”, a publication initially released in October of 1999, and which was subsequently updated three times.

Mr. Finmann has lectured extensively throughout the country at seminars sponsored by a number of corporate clients including Aviva Life Insurance Company, American Express Financial Advisors, Inc., Delaware Investments, Lutheran Brotherhood, National Life of Vermont, Nationwide Life Insurance Company, Partners Financial, Retirement Distribution Academy, Inc., Retirement Distribution Strategies, Inc. and SunAmerica Securities, Inc. He has also consulted at the national offices of many of these financial institutions on their IRA documents, disclosure materials and administrative procedures. He has been quoted in the Augusta Chronicle, Bloomberg Wealth Manager, Business Week, Financial Planning Magazine, IRA Junction.Com, Kiplinger’s Retirement Report, the Practical Accountant, Wellness Magazine-Newsday, and Ed Slott’s IRA Advisor, and has appeared on television and radio where he has discussed a variety of retirement distribution planning issues.

Mr. Finmann has testified in Washington, D.C. at hearings held by the Internal Revenue Service and United States Treasury Department on the Required Minimum Distribution rules governing the payout of benefits from qualified plans, tax-sheltered annuities and IRAs.

Mr. Finmann has also taught undergraduate, graduate and paralegal courses at Adelphi University, C.W. Post, Hofstra University, Long Island University and Queens College, and has given numerous continuing education seminars.

Mr. Finmann was admitted to the United States Tax Court in 1976.



EDUCATION
  • B.A., Queens College of the City University of New York – 1972
  • J.D., Brooklyn Law School – 1975
  • Admitted to the United States Tax Court – 1976

BAR ADMISSIONS
  • New York
  • United States District Court for the Eastern and Southern Districts of New York
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300 Garden City Plaza, 5th Floor
Garden City, NY 11530
Tel: (516) 746-8000 | Fax: (516) 393-8282

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Suffern, NY 10901
Tel: (845) 357-0036 | Fax: (845) 357-0297

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