Jason P. Marshall

MANAGING PARTNER

About Jason

Jason Marshall brings a unique perspective to his Rhode Island practice. Originally from Chicago, Jason has called Rhode Island home for over 25 years, offering clients the perfect balance of local knowledge and outside perspective.

This combination provides a distinct advantage to clients seeking discretion with their personal matters – Jason understands the local landscape intimately while maintaining the professional distance that many clients value when handling sensitive estate planning concerns.

After gaining valuable experience at prestigious law firms, Jason founded Marshall Law Offices in 2013 with a vision to provide sophisticated estate planning services with a more personalized approach than larger firms can offer.

Jason’s background in complex tax law and estate planning, combined with his commitment to building lasting client relationships, has established him as a trusted advisor to high net worth individuals and families.

Jason received his undergraduate degree in Economics from the University of Illinois in 1988 and his law degree from Chicago-Kent College of Law in 1994. He is licensed to practice law in Rhode Island, Connecticut, Massachusetts, and Illinois.

Jason resides in South Kingstown with his wife Sara. In his spare time, he enjoys traveling to Chicago to visit family and clients, exploring new destinations with his wife, and spending as much time as possible with their five adult children.

Professional Recognition

A speaker and lecturer on advanced estate planning and tax issues, Jason has received national recognition as a leading attorney and advisor to affluent individuals. Jason was previously selected by Worth magazine as one of the Nation’s Top 100 Attorneys in the area of trusts, estates, tax, fiduciary advice, and probate.

More recently, he was featured as one of the top rated lawyers in the Boston metropolitan area and recognized by Martindale-Hubbell as a Legal Leader for trust and estate law in The American Lawyer magazine and The National Law Journal.

For over 20 years, Jason has held the highest (5.0) peer rating from Martindale Hubble.  This is given to attorneys who are ranked at the highest level of professional excellence for their legal expertise, communication skills, and ethical standards by their peers.

Jason is actively engaged in numerous community initiatives and has served on boards and committees for various charitable organizations. He previously chaired the board of directors of South County Home Health and has dedicated over 20 years of service to South County Health, including serving on its board of directors. Additionally, Jason provides pro bono legal counsel for The Tomorrow Fund, furthering his commitment to community service.

Affiliations & Awards

Professional Excellence in Law, June 2024

Marshall Law Offices has been selected as a 2024 honoree for Rhode Island Monthly’s Professional Excellence in Law awards. The honorees were chosen by their peers as “exemplifying the leading local lawyers in their respective areas of practice.”
https://www.rimonthly.com/professional-excellence-in-the-law/

Trust and Estate Law, August 2015

Marshall Law Offices founder, Jason Marshall, is recognized as a 2015 Legal Leader in Trust and Estate Law by The American Lawyer magazine and The National Law Journal.

Estate Planning, Taxation, Trusts & Estates, February 2014

As the founder of Marshall Law Offices, attorney Jason Marshall provides sophisticated estate, tax and charitable planning services to high net worth and highly compensated individuals. With two decades of experience representing and advising affluent individuals, he has become known not only for his deep knowledge of trust and estate and tax laws, but also for the personal approach he brings to his practice.

 5.0/5.0 The highest peer rating standard. This is given to attorneys who are ranked at the highest level of professional excellence for their legal expertise, communication skills, and ethical standards by their peers.featured as one of the top rated lawyers in the Boston metropolitan area and recognized by Martindale-Hubbell as a Legal Leader for trust and estate law in The American Lawyer magazine and The National Law Journal.

 Affiliations
Jason is past President and Director of the Estate Planning Council of Rhode Island, and a past member of the Professional Advisors Council at the Rhode Island Foundation. He is also a member of the Rhode Island Bar Association where he is active on the Probate and Trust Committee, and is a member of the Connecticut Bar Association, active on the Estates and Probate Section.

Jason is actively engaged in numerous community initiatives and has served on boards and committees for various charitable organizations. He previously chaired the board of directors of South County Home Health and has dedicated over 20 years of service to South County Health, including serving on its board of directors. Additionally, Jason provides pro bono legal counsel for The Tomorrow Fund, furthering his commitment to community service.