Martin Hall

Partner

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  • American Bar Association, Section of Taxation (Chair: Estate and Gift Tax Committee, 2008-10; Member: Estate and Gift Tax Committee, Fiduciary Income Tax Committee, and  Exempt Organizations Committee)
  • American College of Trust and Estate Counsel (Elected: 2002; Chair: Charitable Planning and Exempt Organizations Committee 2010-13; Member: Charitable Planning and Exempt Organizations Committee; Digital Assets Task Force)
  • Boston Estate Planning Council
  • Boston Bar Association
  • Massachusetts Bar Association
  • Planned Giving Group of New England
  • Partnership for Philanthropic Planning
  • President, The ACTEC Foundation (2013-present)
  • Director, Wide Horizons for Children, Inc., Waltham, Massachusetts (2010-2012)
  • Chair, Professional Advisors Committee, The Boston Foundation (2001-2007)
  • Board Chair and Director, Ellis Memorial and Eldridge House, Boston (2000-2007, 1995-2000)

Martin Hall

Partner

Martin Hall joined Ropes & Gray LLP in 1986 and became a partner in 1994. He has been the chair of the firm's Private Client Group since 2006. Martin maintains a broad-based practice that covers all aspects of estate and individual tax planning, including sophisticated wealth transfer strategies and charitable giving techniques. His clients include public company executives, private business owners, principals of private equity and venture capital funds, and other high net worth individuals and families, both domestic and international. In addition, he advises the development offices of numerous universities, hospitals and other non-profit organizations with respect to planned giving, gift acceptance policies and the structuring of major gifts, and has counselled the charitable trust departments of several national financial institutions. Martin is also the trustee of numerous private and charitable trusts.

Martin has co-authored two books on estate planning and charitable giving, has written numerous articles and papers in these areas, and has been quoted on charitable tax matters in The Wall Street Journal. He is a frequent speaker at national conferences and client-sponsored seminars, including the Silicon Valley Foundation and Stanford University Office of Planned Giving, Conference on Charitable Giving, since 2006 and the SSgA Charitable Asset Management Annual Planned Giving Conference since 2004. He also chaired the New England Estate Planning Conference for Massachusetts Continuing Legal Education, Inc. from 2007-2012.

Martin is active in numerous professional bodies, including the American Bar and the American College of Trust and Estate Counsel, and has held and currently holds leadership positions. Before moving to Boston, Martin was a Fellow and Lecturer in Law at the University of Chicago Law School (1982-83).

Awards

  • Chambers USA: America's Leading Lawyers for Business (2013-2014)
  • The Best Lawyers in America (2009-2014)
  • Massachusetts Super Lawyers (2004-2014)

Insights

Publications

Books
  • Co-author, Practical Guide to Estate Planning, CCH (2015)
  • Co-author, The Harvard Manual onTax Aspects of Charitable Giving, 9th edition (2011)
Articles (since 2010)

  • Areas for Reform: Split Interests and Partial Interest Gifts (with Carolyn Osteen, New York University, National Center on Philanthropy and the Law, “The Charitable Deduction: Reform or Simplification” (2012))
  • Innovative CLAT Structures: Providing Economic Efficiencies to a Wealth Transfer Workhorse (with Paul Lee and Turney Berry) (37 ACTEC Law J. 93 (2011))
  • Reeling, Rolling and Reining in “Shark-Fin” CLATs (with Paul Lee and Turney Berry (51 Tax Mgmt. Memo No. 25, 435 (2010))

Presentations

Since 2013 only

  • Charitable Planning Techniques (Planning Co-Chair, ALI-CLE, June 2014)Recent Developments in Charitable Taxation and Charitable Planning (New Hampshire Estate Planning Council, May 2014) Planned Giving in a 2% World  (Massachusetts Continuing Legal Education, May 2014)
  • Recent Tax Law Developments in Charitable Planning  (SSgA Charitable Asset Management Conference, April 2014) (with Geoffrey Mason)
  • Advanced Planning and Drafting: What’s New in 2014 and Recent Developments in Charitable Taxation and Charitable Planning  (Silicon Valley Foundation and Stanford University Conference on Charitable Giving, April 2014) (with B. Howard Pearson)
  • Dr. Barnes Takes a Mulligan: Maximizing the Chances that Your Donor’s Charitable Wishes are Followed  (ACTEC Annual Meeting Seminar, March 2014) (with Turney Berry and Margaret Sager)
  • Charitable Giving in the New Estate Planning Environment  (48th Annual Heckerling Institute on Estate Planning, January 2014) (with Turney Berry and Stephanie Casteel)
  • Charitable Giving in 2013 (Fidelity Charitable Advisor Leadership Forum, November 2013)
  • Charitable Planning Remains a Key Element of Personal Financial and Estate Planning (48th Annual Southern Federal Tax Institute, October 2013)
  • Advanced Planning and Drafting:  What’s Hot, What’s Not, and What Should We Be Doing and Recent Developments in Charitable Taxation and Charitable Planning  (Silicon Valley Foundation and Stanford University Conference on Charitable Giving, May 2013) (with B. Howard Pearson)
  • Beyond Cash and Marketable Securities – Issues Presented in Funding CRTs (SSgA Charitable Asset Management Conference, April 2013) (with Geoffrey Mason)