Martha is an estate planning, probate, and tax attorney with two decades 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.
In addition to drafting the documents required to implement estate plans, Martha advises individuals and families about estate, gift, GST, and inheritance taxes, business succession planning and tax planning for family businesses, charitable giving, individual income tax matters, contract disputes, intellectual property issues, family law matters, and international tax issues.
Martha’s probate and trust administration practice is focused on advising fiduciaries regarding their duties and best practices, preparing fiduciary accountings and reports to beneficiaries, preparing inheritance and estate tax returns, strategic income tax planning for trusts and estates, and representing fiduciaries in probate court proceedings and in tax audits and negotiations with the IRS and state taxing authorities.
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. Martha began her legal career (2003-2010) as an attorney in the Private Client Services department of large law firm in New York City. In 2011, Martha returned to Lexington, Kentucky and began a solo practice while continuing to work with New York clients as a consulting attorney for her former firm. She joined the Firm as Of Counsel in 2018. She is also the Kentucky author for LAWGIC, LLC, which distributes legal drafting software and an accompanying legal treatise to licensed attorneys. She is licensed to practice in Kentucky (2011), Florida (2006), and New York (2004).