Victor M. Finmann has been practicing 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 for over 40 years.
Victor 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, healthcare 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, federal and state estate, gift and income tax returns, and the representation of clients on estate, gift and pension plan audits.
Victor is a nationally renowned authority in distributions from qualified plans, tax-sheltered annuities and IRAs. He has lectured at seminars sponsored by 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. among others.
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 been interviewed on both television and radio.
Victor has taught undergraduate, graduate, and paralegal courses at Adelphi University, C.W. Post, Maurice A. Deane School of Law at Hofstra University, Long Island University and Queens College, and has given numerous continuing education seminars.
Prior to joining Jaspan Schlesinger LLP, Victor served as the head of the trusts and estates department of the Garden City office of a large Manhattan law firm.
“Planning for Retirement Distributions – Tax, Financial, and Personal Aspects,” Aspen Publishers, Inc., Initially Released in October 1999, Principal Author