In-House Attorney, Estate Planning and Trusts

Education:

• J.D., Cornell Law School, Class of 1989

Licenses:

• New York (NY)
• New Jersey (NJ)
• District of Columbia (DC)

Specialization:

• Estate Planning
• Trusts
• Probate Law
• Tax Planning
• Charitable Planning

Profile:

Victor Cummings, Esq. brings over two decades of legal expertise in estate planning and trust law to SourceEnergy Bank & Trust. A distinguished alumnus of Cornell Law School, Victor is licensed to practice in New York, New Jersey, and the District of Columbia, providing clients with comprehensive and strategic legal guidance across these jurisdictions. His profound understanding of the legal landscapes in these areas ensures that clients receive the highest level of service tailored to their unique needs.

Areas of Expertise:

• Estate Planning: Victor specializes in drafting wills, establishing various types of trusts (revocable, irrevocable, special needs, and charitable), and creating comprehensive estate plans that safeguard clients’ legacies.
• Trust Administration: With a focus on fiduciary responsibilities, Victor manages and administers trusts, ensuring compliance with legal standards and addressing any disputes that may arise.
• Probate Law: Guiding clients through the probate process, Victor represents them in court, ensuring the proper administration of estates and resolution of any issues.
• Tax Planning: Victor advises on strategies to minimize state and federal estate taxes, utilizing gifting strategies, life insurance trusts, and other advanced planning techniques.
• Charitable Planning: He assists clients in creating charitable trusts and foundations, helping them achieve their philanthropic goals while optimizing tax benefits.

Legal Practice Across Jurisdictions:

While primarily licensed in NY, NJ, and DC, Victor’s practice extends to additional states through reciprocity and practice privileges. His cross-jurisdictional expertise ensures that clients with assets and interests in multiple regions receive seamless and comprehensive legal solutions.

Personal Philosophy:

Victor is dedicated to providing personalized and empathetic legal counsel. He understands the intricacies of estate planning and trusts and is committed to protecting his clients’ assets and ensuring their wishes are honored. His approach is client-focused, aiming to build lasting relationships based on trust and integrity.

Contact:

For more information or to schedule a consultation, please contact Victor Cummings, Esq. at:

• Email: BankTrust@SourceEnergyGlobal.com

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