Meet Our Attorneys


About
Our Team

 
MARTIN S. FINN ,JD, LL.M., CPA/PFS
Founding Partner
 

There is nothing more important to Marty than family. Not just his own family, but the families of his clients as well. Through every stage of life - from newly married to taking care of aging parents; start up business to business succession – Marty handles the matter as he would for his own family. And those difficult family members? No problem here - he solves intractable planning problems for clients every day. He can relate to almost every client situation.

Marty grew up and attended college and law school locally. After a brief assignment in New York City, he and his wife, Ann, moved to Niskayuna where they raised their 4 sons (well, they aren't all raised yet!). Ann owns and operates a woman-owned business in the area.

Marty and his partner, John, started Lavelle and Finn 25 years ago with a vision of creating a better, more caring and thoughtful client service experience. Marty takes time to listen to his clients and helps them find their own solutions, oftentimes to problems they didn't even know they had.

Marty's staff, many of whom have been with the firm for close to 20 years, are also like family and share similar beliefs when it comes to the clients of the firm. He and John are proud of the values and character of their staff. They consider the Lavelle & Finn team as extended family and now are “Grandparents” to the next generation of their staff's children.

Marty loves to teach, whether it is coaching his kids’ sports, teaching at a local college or law school, or presenting to a room full of CPAs and other professionals all across the country. A gifted lecturer, he has often been rewarded when fellow professionals tell him how much they learn from his presentations. His true passion, though, is educating and empowering clients and their families. Marty’s clients understand the power of good planning to meet the challenges that life presents, personally, financially and for their families and businesses. Clients can then create estate plans and implement decisions that they, with Marty’s guidance, have chosen for themselves to accomplish their own unique goals.

When Marty isn’t working, teaching or traveling – you can find him relaxing at his favorite spot, the family lake house. Nothing makes him happier than a houseful of his boys and their friends. Devoted parents, with two sons now living in California, he and Ann are frequent fliers (and FaceTime proficient). Now that some of his boys are grown, he spends a little less time cheering on the sidelines and a little more time on his one irrational and unproductive hobby - cheering for his New York Mets. So when he says “How ‘bout them Mets?”, humor him, he really means it.
 

Credentials

Education
New York University, LL.M., Taxation, 1989
Albany Law School of Union University, J.D., 1983
Siena College, B.B.A., Accounting, 1980

Licensure
Certified Public Accountant (NY), 1988

Admission
New York

Professional Memberships
National Academy of Elder Law Attorneys, Inc.
American Institute of Certified Public Accountants
Tax Section
Personal Financial Planning Section
New York State Society of Certified Public Accountants
New York State Bar Association
Elder Law and Special Needs Section
Trusts and Estates Law Section
Albany County Bar Association,
Estate Planning Council of Eastern New York, Inc.

Professional Activities
New York State Bar Association
Elder Law and Special Needs Section Financial Officer (June 2008 – Present)
New York State Bar Association
4th District Delegate (June 2008 – May 2014)
AICPA Conference on Tax Strategies for the High-Income Individual
Conference Chair, 2014 – 2016
Conference Co-Chair, 2013
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Conference Chair, 2014 – 2017
Conference Co-Chair, 2013

Community
Volunteer, Capital Communications Federal Credit Union (Chair, Supervisory Committee; Member, Risk Governance Committee; Former Member, Board of Managers)

Treasurer, Schenectady County Industrial Development Agency and Schenectady County Capital Resource Corporation

Treasurer, The Chamber of Schenectady County Foundation (Chair, Board of Directors, The Capital Region Chamber Foundation)

Member, Board of Directors, The Schenectady County Community College Foundation

Past Treasurer, Niskayuna Friends of Music (2011-2013)

Former Schenectady County Legislator, District 3 (2008-2013)

Past Member, Siena College Board of Associate Trustees (1999 - 2008)

Past Member, Board of Directors, The Chamber of Schenectady County (Chair, 2006 - 2007)

Board of Trustees - Northeastern New York Chapter of the Alzheimer’s Association, Inc. (Chair, Board of Directors; 1987-2000)

Publications
The Complete Trust Course (Altoona, WI: HalfMoon Education Inc. (formerly PESI, LLC), 2012 - 2014) (Co-Author with John H. Lavelle, Esq.)

Federal & New York State Estate & Gift Tax Handbook, with Al Secor (Eau Claire, WI: Professional Education Systems, Inc., 2012, 2005, 1995-2000) (Co-Author with John H. Lavelle, Esq.)

Federal/New York Fiduciary Income Tax Handbook, with Al Secor (Eau Claire, WI: PESI, LLC, 2008 - 2010, 2005, 1995-2000) (Co-Author with John H. Lavelle, Esq.)

Dickson, Amy L. and Martin S. Finn. “Tax Aspects.” Mergers and Acquisitions: Cases and Problems. Wendy B. Davis. United States: William S. Hein & Company, 2008. Chapter 21. Print.

“Top Ten Estate and Business Planning Mistakes (and Opportunities). Practical Tax Strategies Vol. 79, No. 6 (December 2007): 336-345

“What a Power of Attorney Really Is... and Why You Need One Now”. Bottom Line/Retirement (March 2007)

Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006) (Co-Author with John H. Lavelle, Esq.)

Estate Planning Techniques for Mid-Sized Estates (Eau Claire, WI: Professional Education Systems, Inc., 1997 - 2005)(Co-Author with John H. Lavelle, Esq.)

Estate & Long Term Care Planning for Seniors & Their Families (Eau Claire, WI: Professional Education Systems, Inc., 1997, 2000)(Co-Author with John H. Lavelle, Esq.)

Estate Planning for Survivors (Eau Claire, WI: Professional Education Systems, Inc., 1998) (Co-Author with John H. Lavelle, Esq.)

Choice of Business Entity: A Nuts & Bolts Approach - New York, with S. Siegel (Eau Claire, WI: Professional Education Systems, Inc., 1998) (Co-Author with John H. Lavelle, Esq.)

The Changing Tax Environment in New York State (Eau Claire, WI: Professional Education Systems, Inc., 1996) (Co-Author with John H. Lavelle, Esq.)
 

Presentations
“The New Estate Plan: Modern Solutions for Modern Families”. SUNY College at Oneonta Foundation. SUNY Oneonta. Oneonta, NY. 4 June 2016.

“Estate, Income & Financial Planning for the 99% - A Panel Discussion”. Moderator. AICPA Conference on Tax Strategies for the High-Income Individual. Bellagio Las Vegas, Las Vegas, NV. 24 May 2016.
“Inside the Tax Studio: Elder Planning Roundtable”. AICPA Conference on Tax Strategies for the High-Income Individual. Bellagio Las Vegas, Las Vegas, NV. 23 May 2016

“The New Estate Plan: Modern Solutions for Modern Families”. State University of New York Planned Giving Group Webinar. Troy, NY. 21 April 2016.

“That’s a Wrap! Best Tax-Planning Ideas Panel”. Moderator. AICPA Conference on Sophisticated Tax Planning for Your Wealthy Clients. The Westin Boston Waterfront, Boston, MA. 16 November 2015.

“Making the Mission Possible: Uncovering the Latest Year-End Tax Planning Strategies”. The Financial Planning Association of Northeastern New York. Albany, NY. November 2015.

“Estate Planning Wars – Episode XIV: What is the Empire Thinking??”. The Financial Planning Association of Northeastern New York. Albany, NY. November 2014.

“Plop Plop Fizz Fizz, Oh What A Relief It Is: A Review of the American Taxpayer Relief Act of 2012 and Planning Techniques in the Post-ATRA Era”. Schenectady County Bar Association’s 17th Annual Trusts, Estates and Elder Law Seminar – Scotia, NY. March 2013.

Frequent lecturer for community, civic and professional organizations on estate and elder law topics.

Teaching
Adjunct Professor, Schenectady County Community College
January 2015 - Present

Adjunct Professor, Albany Law School
January 2005 – May 2008

Adjunct Professor, Siena College
September 2005 – December 2005

Adjunct Professor, University at Albany
January 2005 – May 2005

Awards
The Reverend Benjamin Kuhn OFM Award - Siena College; June 2005
Volunteer of the Year, Siena College Board of Associate Trustees; May 2004
Lawyer in Service to the Community Award - Schenectady County Bar Association; June 2001
Excellence in Education Award - Professional Education Systems, Inc.; 1998