Kaitlyn E. Martin
Kaitlyn E. Martin
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Phone (434) 455-5927
Fax (434) 847-0141
Legal Assistant: Betty Roach
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Profile

Kaitlyn Martin joined Petty, Livingston, Dawson & Richards in 2016. She focuses her practice on business formation and transition, estate planning and administration, and taxation because she is passionate about working with small business owners and families as they plan for the future and face everyday challenges.

While in law school, Kaitlyn served as the Editor-in-Chief of the Liberty University Law Review, where she managed the publication of the tenth volume of the law review. She has authored articles focused on tax, business, and administrative law for publication in multiple legal journals. During law school, Kaitlyn was IRS certified to prepare free income tax returns for low income individuals and families in the Lynchburg community as part of the Volunteer Income Tax Assistance (“VITA”) Program. Upon graduation, Kaitlyn earned concentration certificates in Planning and Business Law, and received the Roger C. Bern Planning Award for outstanding achievement in estate & business planning, legal drafting, and problem solving.

As a native of the Lynchburg area, Kaitlyn is actively involved in the community by serving on multiple boards and volunteering through a variety of organizations. Kaitlyn and her husband, Zach, now live in Forest and are active members of West Lynchburg Baptist Church. Kaitlyn’s free time is most often spent riding her two horses, with her dog, Bentley, always in tow.

Experience

Client Matters

  • Structured complex estate plans and trust documents to effectively accomplish client objectives, including reducing or eliminating possible estate taxes, ensuring future care for family members with special needs, providing for future generations over time, and appointing guardians for minor children.
  • Represented personal representatives in administering complex and valuable estates by negotiating settlement of claims, filing inventories and accountings with the Commissioner of Accounts, and providing guidance through the probate process.
  • Represented an owner of a LLC doing business in more than 30 states in a multi-million-dollar sale of membership interests to an acquiring corporation.
  • Organized corporations and limited liability companies, drafted governing and organizational documents, and filed paperwork with the IRS to obtain favorable tax status.
  • Organized nonprofit entities and obtained tax-exempt status from the IRS.
  • Registered foreign entities to transact business in Virginia.

Honors & Affiliations

Honors

  • Liberty University Law Review - Editor-in-Chief (Volume 10)
  • Roger C. Bern Planning Award
  • Certificate of Concentration in Business Law
  • Certificate of Concentration in Planning
  • Certificate of Excellence in Lawyering Skills
  • Law Review Distinguished Service Award

Professional Affiliations

  • Virginia State Bar, Member of the Taxation Section (2016-Present)
  • Virginia Bar Association (2016-Present)
  • Lynchburg Bar Association (2016-Present)
  • Virginia Legal Aid Society – Pro-Bono Panel Member (2016-Present)

Community Affiliations

  • Young Professionals of Central Virginia, Board of Directors, Secretary (2016-Present)
  • Junior League of Lynchburg (2017-Present)
  • Lynchburg Estate Planning Council (2016-Present)
  • West Lynchburg Baptist Church

Liberty University School of Law, J.D., Magna Cum Laude (2016)

Liberty University, B.S. in Government, Magna Cum Laude (2013)

Virginia State Bar

Office Hours

Mon - Fri 8:30 am - 5 pm
Sat Closed
Sun Closed

Contact Us

925 Main St., Suite 300 
Lynchburg, VA 24504 

434-846-2768
434-847-0141
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