Martha L. Voelz, Esq.
As Of Counsel to the firm, Martha L. Voelz assists clients with administration and financial issues that arise in trust and estate litigation and probate and estate administration matters.
Martha has worked on a variety of matters, ranging from those involving simple estates and trusts to more complicated matters involving, among other things, family limited partnerships and non-profit charitable entities. She has drafted petitions for probate and administration, prepared accountings for estates and trusts, and negotiated receipt and release agreements to resolve final estate administration issues. Although our firm does not presently provide estate and tax planning services, Martha has worked with appraisers, accountants, and real estate brokers to ensure both the probate and tax aspects of an estate are handled appropriately.
Independently of her work with the firm, she drafts wills and trusts, and advises on U.S. estate and gift tax issues related to transfers between U.S. citizens and resident aliens and/or non-U.S. citizens, including the use of qualified domestic trusts (QDOTs) for non-U.S. citizen spouses.
Education
New York Law School, LL.M., 2013
New York Law School, J.D., 2009
(Public Service Certificate; Dean’s List: Fall 2007-Spring 2008)
Hofstra University, B.A. 1998
Bar Admissions
New York
Massachusetts
United States Tax Court
Affiliations
New York State Bar Association (NYSBA), (Tax and Trusts Section; and Estates Law Section)
American Bar Association (ABA), (Real Property, Trust, Estate Law Division; Taxation Division; and Law Practice Management Division)
New York County Lawyers Association (NYCLA)
Publications
CLE panelist discussing taxation of intellectual property for “IP and the Comic Book Superhero” presented by the American Bar Association, Section on Intellectual Property – April 26, 2013
Guest Post on Law and the Multiverse Blog – Clark Kent’s Taxes – January 2, 2013
Interests and Activities
Martha has assisted with the formation of a New York-based nonprofit organization; served as a volunteer driver for Right Rides, a NYC-based nonprofit organization providing safe rides home to those in need; and volunteered as a tax preparer with the IRS Volunteer Income Tax Assistance program.