About Us
At Marshall Law Offices we are focused on serving the needs of individuals, couples and families that are faced with the challenges of managing their wealth and passing it on to future generations. Our experienced legal professionals are committed to providing the highest quality services with a personalized approach. Our firm brings together legal professionals with decades of combined experience in:
- Developing sophisticated estate and business succession planning strategies
- Administering complex estates and trusts
- Implementing comprehensive income, gift, and estate tax planning
- Creating customized charitable giving solutions that align with your values
- Designing robust asset protection strategies to safeguard family wealth
We develop long lasting relationships that frequently extend beyond estate planning.
At Marshall Law Offices Ltd, our core values emphasize a commitment to ethical conduct, fostering strong relationships, maintaining high standards of professionalism, providing exceptional client service, and promoting teamwork. These principles guide our actions and interactions, ensuring we consistently deliver excellence and integrity in all we do.
Our Vision
To be the trusted estate planning partner providing personalized solutions that protect clients' legacies for generations. To build a team of exceptional attorneys who ensure continuity of care and expertise, preserving our founding values while securing our clients' future peace of mind.
Our Mission
To deliver sophisticated trust and estate legal services with highest level expertise and exceptional, personalized service. To guide clients and their families through life's transitions with compassion, preserving wealth, and values for generations to come.
Core Values
We are committed to honesty, integrity, and high standards, ensuring clear communication, accountability, and exceptional service. Through collaboration, teamwork, and relationships, we deliver solutions that meet client needs efficiently.
Core Values
HONESTY & INTEGRITY. We uphold high ethical standards, build trust through transparency and consistency, communicate clearly and truthfully, and make fair decisions, even when unobserved. We admit mistakes, take responsibility, and conduct all business within legal and ethical boundaries.
CLIENT SERVICE. We deliver tailored solutions through timely, proactive, and transparent communication. We build strong client relationships by being consistently available, offering compassionate support, and respecting clients’ time, ensuring their needs are met efficiently.
BUILDING RELATIONSHIPS. We foster a supportive, collaborative, and respectful environment that values diverse perspectives and maintains open communication. We aim to build long-term client relationships by understanding needs and exceeding expectations through empathy and attentiveness.
HIGH STANDARDS. We strive for continuous improvement, professionalism, and accountability in all interactions. We provide precise, high-quality work and uphold our firm’s reputation through innovative and efficient processes, ensuring excellence in client service.
TEAMWORK. We value input from all team members, encourage work flexibility, and emphasize collective success. Through cross-functional teams, regular meetings, and celebrating achievements, we ensure alignment and foster a collaborative environment for comprehensive solutions.
COLLABORATION. We don’t just work for our clients, we work with them. We partner with our clients to help them accomplish their objectives, and we work in collaboration with their other professional advisors to seek the outcome that best meets their goals.
Coming Home - How we got here
Jason Marshall’s path to establishing Marshall Law Offices was paved with deep family connections and a powerful legacy. His father, John Marshall, was a respected and pioneering trust and estate attorney in Chicago, widely regarded as ahead of his time in the field.
When Jason moved to Rhode Island over 25 years ago, he was deeply missed by his Chicago family and colleagues. After gaining valuable experience working at several established firms, Jason finally decided to go out on his own, opening Marshall Law Offices in Rhode Island. John became his most enthusiastic supporter. Father and son shared a special connection in their work, speaking the same professional language and sharing similar approaches to client care.
Later, when John became ill, Jason and his sister Denise worked alongside their father—Denise as his paralegal and Jason assisting with various legal matters. John had always hoped that Jason would someday return to work side by side with him.
It wasn’t until after John’s passing in 2019 that Jason fully realized just how similar their styles truly were. During the grieving process, Jason would discover his father’s notes or hear from clients that his advice mirrored what John would have offered. These moments provided both comfort and confirmation that he was carrying forward his father’s exceptional legacy.
Jason’s practice naturally expanded back to Chicago when he helped close his father’s business. Denise officially joined the firm after John’s passing and now works from Chicago while Jason frequently travels between locations. He often chuckles when clients approach him saying, “Your dad said you’d take care of us”—knowing that, in the end, John got his wish of creating a true family business.
Today, Jason feels he has the best job in the world. He loves what he does, maintains a close connection to his father’s memory, works alongside family, and provides clients with the same peace of mind that was his father’s hallmark. The Marshall legacy of trust planning excellence continues, strengthened by the personal bonds that brought Jason home.
What Others Say About Us
We take pride in the relationships we build with both our clients and fellow professionals. Their words reflect our commitment to excellence, personalized service, and experience in estate planning. Here’s what clients and professional colleagues have shared about their experiences working with Marshall Law Offices
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.