Law Offices of John F. Lang - Judgment, Experience, Dedication

Martha L. Voelz

Martha L. Voelz
Of Counsel
Tel: (212) 485-9841
Email: Martha.L.Voelz@attorneylang.com

In her Of Counsel capacity with our firm, Martha L. Voelz is available to assist clients with trust and estate litigation and administration matters. Ms. Voelz, who has a Master’s Degree in Tax Law, also advises clients regarding sensitive tax issues, such as the IRS offshore voluntary disclosure program. She has advised non-profit entities on unrelated business income and the tax status of non-profit trustees. She also has worked on real estate transactions involving like-kind exchanges and reporting issues for foreign trust disbursements to U.S. citizens.

Ms. Voelz has worked on petitions for probate and administration, prepared accountings for estates and trusts, and negotiated receipt and release agreements to resolve final estate administration issues. She has worked with appraisers, accountants and real estate brokers to ensure both the probate and tax aspects of an estate are handled in a timely manner.

Although our firm does not presently do estate and tax planning, Ms. Voelz maintains a separate practice in which she provides legal services related to simple and complex estate and tax planning. In her own practice, Ms. Voelz creates estate plans to assist her clients transfer a variety of different assets including closely-held businesses, art collections and intellectual property. In addition to drafting wills and revocable trusts, Ms. Voelz prepares irrevocable life insurance trusts (ILITs) and handles multi-generational estate planning tax issues. In the past she has worked on matters involving family limited partnerships, trusts and non-profit charitable entities. Ms. Voelz also advises on U.S. estate and gift tax issues related to transfers between U.S. citizens, resident aliens and non-U.S. citizens, including the use of qualified domestic trusts (QDOTs) for non-U.S. citizen spouses. Ms. Voelz is available for independent engagements in these areas.

While attending law school at night, Ms. Voelzs worked at the New York City Law Department in the Commercial and Real Estate Litigation Division. She handled small contract claims and public improvement lien litigation. Prior to attending law school, Ms. Voelz worked as an Assistant Editor for The Chronicle of Philanthropy.

We are pleased that our clients can benefit from the depth and diversity of Martha L. Voelz’s professional background.

Education


New York Law School, LL.M., 2013
New York Law School, J.D., 2009 (Graduated with a 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

Member, New York State Bar Association (Member - Tax and Trusts & Estates Law Sections)
Member, American Bar Association (Member of Real Property, Trust, Estate Law Division, Taxation Division and Law Practice Management Division)
Member, New York County Lawyers Association

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

Pro Bono and Volunteer Work

Assisted with formation of New York-based nonprofit –2012 to 2013
Volunteer driver for Right Rides, a NYC-based non-profit providing safe rides home to those in need – 2010 to 2013
Volunteer Tax Preparer with the IRS Volunteer Income Tax Assistance program – 2007 to 2009



Law Offices of John F. Lang, PLLC

One Grand Central Place
60 East 42nd Street
Suite 4700
New York, NY 10165

Telephone: (212) 300-0646
Facsimile: (212) 300-0648


Free initial consultation.

Challenges welcome.
 

 
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