Martin S. Finn, an attorney and certified public accountant, is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn advises clients on estate, financial, tax, 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), is an AICPA-credentialed Personal Financial Specialist (2016), and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) (2020). 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. Mr. Finn is a frequent lecturer and, with his retired law partner John H. Lavelle, is co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005). Mr. Finn co-chairs the AICPA Engage Conference and is past chair of the AICPA National Tax/Sophisticated Tax Conference and the AICPA Tax Strategies for the High Income Individual Conference; member of the Board of Directors (ALCO and Board Integration/Inorganic Growth (Chair) Committees) of Broadview Federal Credit Union; Past 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 a Former Schenectady County Legislator (District 3), 2008-2013. Mr. Finn is the recipient of the NYSBA President’s Pro Bono Service Award – 4th Judicial District (2023), AICPA Sidney Kess Award for Excellence in Continuing Education (2021), Fr. Benjamin Kuhn Award for his contribution to Siena College (2005), Schenectady County Bar Association Lawyer in Service to the Community Award (2001) and Professional Education System, Inc. Excellence in Education Award (1998). Mr. Finn was recently inducted into the NAEPC Estate Planning Hall of Fame ®, Class of 2020, and awarded the Accredited Estate Planner® (AEP®) designation.

Amy L. Earing is a Partner with the law firm Lavelle & Finn, LLP, concentrating in the areas of estate planning, estate administration, elder law, corporate law, not-for-profit corporations and tax planning. Ms. Earing represents clients in New York, Massachusetts and Florida and frequently educates professional and community organizations about estate and elder law planning matters. Ms. Earing graduated magna cum laude from Siena College with a Bachelor of Business Administration in Accounting degree and received her Juris Doctor magna cum laude from Albany Law School. Ms. Earing is also a 2010 graduate of the Leadership Tech Valley program, an initiative of the Capital Region Chamber. Ms. Earing is a member of the Executive Committee of the New York State Bar Association’s Elder Law and Special Needs Section, as well as Co-Chair of Membership Services. Additionally, Ms. Earing is an Executive Board member of STRIDE Adaptive Sports, where she also serves as Treasurer.