Victor D. Xistris

Victor D. Xistris

Head - Private Wealth Practice, New York



T: +1 (203) 253-7624

victor.xistris@cmxlaw.com

Overview

Victor Xistris is Of Counsel to the Firm and the Head of the Firm's Private Wealth Practice. He is located in our New York Office.

Victor focuses on estate planning, administration of trusts and estates, business-succession planning, charitable planning, and estate and trust disputes. He creates charitable trusts and foundations and limited liability companies and partnerships, and assists in creating and funding insurance trusts and qualified personal residence trusts. Victor assists clients with generation-skipping transfer tax planning, and with grantor retained annuity trusts, intentionally defective grantor trusts, and dynasty trusts.

Victor advises high-net-worth individuals and families worldwide in all aspects of estate planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, charitable giving, pre-nuptial and post-nuptial planning, and issues relating to change of residence. He has counseled a broad range of clients, including those with inherited wealth, owners of closely held businesses and international clients with multijurisdictional contacts. In his planning practice, he works closely with investment advisors, insurance planners and accountants to ensure a coordinated approach to his clients' needs.

Victor has broad experience in the administration of trusts and estates. He has counseled both individual and corporate fiduciaries in the performance of their duties and has acted as the chief fiduciary officer of trust departments of leading financial institutions, including JPMorgan Chase and New York Private Bank & Trust. He has represented both fiduciaries and beneficiaries in contested and non-contested accounting proceedings, in judicial proceedings to remove and appoint fiduciaries and in audit proceedings with state and federal tax authorities.

Victor began his legal career in the area of private wealth and trusts and estates law at Willkie Farr & Gallagher. He has also been the Senior Fiduciary Officer at JP Morgan and at New York Bank & Trust and has over 40 years of experience.

Bars & Courts

New York

Connecticut

Education

New York Law School, JD,

Lehigh University, BA,

Languages

English

Greek