Martha joined the Firm in 2018, bringing with her fifteen years of experience representing high net worth clients, as well as individual and corporate fiduciaries, in a broad range of matters related to the preservation and transfer of wealth. Martha’s practice involves estate planning, business succession planning, and the administration of trusts and estates. She helps her clients carry out their visions for the future – supplementing the client’s blueprint with ideas for strategic income and transfer tax planning.
In addition to extensive experience in drafting the documents required to implement estate plans and succession plans, Martha routinely assists her clients and their tax advisors in fulfilling their inheritance, gift, estate, and generation-skipping transfer (“GST”) tax reporting obligations. She represents clients in connection with audits of estate and gift tax returns by the I.R.S. and state taxing authorities. Martha also advises clients with respect to contemplated changes of domicile and has experience defending “domicile audits.” She is licensed to practice in Kentucky, Florida, and New York. She is a member of the Elder Law, Probate & Trust Law, and Taxation Law Sections of the Kentucky Bar Association, and she is a member of the Tax Law Section and the Real Property, Probate & Trust Law Section of the Florida Bar.
Martha was born and raised in Henderson, Kentucky. She graduated summa cum laude from the University of Kentucky with a Bachelor of Arts in English and with minors in Philosophy and Women’s Studies. She attended law school in Manhattan at Benjamin N. Cardozo School of Law, completing her 1L year of law school in the top ten percent (10%) of her class and earning a spot on the Cardozo Law Review. She was also named a David L. Berg Foundation Public Interest Fellow and returned briefly to Kentucky after her first year to serve as a summer judicial intern for the Honorable Joseph H. McKinley, Jr. in the U.S. District Court, Western District of Kentucky. Martha graduated cum laude from Benjamin N. Cardozo School of Law in 2003 and received her LL.M. in Taxation from New York University in 2010. She began her career as an attorney in 2003 at large law firm in New York City, working with the firm’s Private Client Services team and advising individuals, corporate fiduciaries, and family offices on wide range of estate, trust, business, and tax planning matters. In 2011, Martha returned to Lexington, Kentucky and began a solo practice while continuing to work with colleagues and clients at her former firm on a consulting basis. Martha serves as a member of the steering committee for Faith Lutheran Learning Center, a non-profit preschool and after-school program that is devoted to providing affordable, quality early childhood education to the community.