|Martin S. Finn, JD, LL.M., CPA/PFS Elected to the |
NAEPC Estate Planning Hall of Fame® and
Honored as an Accredited Estate Planner® (Distinguished) Designee by the National Association of Estate Planners & Councils
|The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Martin S. Finn, JD, LL.M., CPA/PFS, as an entrant into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2020. This award was presented on Wednesday, December 2, 2020, by NAEPC leadership during a special virtual election ceremony.|
Mr. Finn is one of only seven estate planning professionals to receive this prestigious award in 2020, which is given annually in recognition of lifetime achievement and outstanding contributions to the practice and profession of estate planning within the professional disciplines of accounting, insurance and financial planning, law, philanthropy, trust services, and academia.
Mr. Finn is a founding partner of the law firm Lavelle & Finn, LLP and counsels clients on estate, tax, financial, business and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration and estate and business succession planning.
Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), and is an AICPA-credentialed Personal Financial Specialist (2016). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants.
A well-respected and frequent lecturer for local, regional and national organizations, Mr. Finn also co-authored Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006) and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005) with law partner John H. Lavelle, and is an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany.
Mr. Finn co-chairs the AICPA ENGAGE Conference and the AICPA National Tax/Sophisticated Tax Conference and is past chair of the AICPA Tax Strategies for the High Income Individual Conference; member of the Board of Directors, Board of Managers and Supervisory Committee of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.
Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community Award, and the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award.
NAEPC President John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®, said “We are honored to elect Martin S. Finn as a member of the Estate Planning Hall of Fame® Class of 2020. Each member has excelled, not only in his or her own professional discipline, but is also recognized as an elite professional by other members of the estate planning community. In addition to Marty’s own practice expertise, this honoree shares his knowledge with others nationally through writings and speaking engagements. We are grateful to him for the exemplary leadership exhibited throughout his career.”
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education. Furthermore, NAEPC awards and administers the Accredited Estate Planner® (AEP®) designation, the only graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
For more information or to schedule an interview with John P. Garniewski, CPA/PFS, CFP®, AEP®, please contact Susan Austin Carney at 866.226.2224 or email@example.com.