We Help People Solve Legal Issues
Marshall Law Offices is primarily focused on estate planning for individuals and families with high net worth. Our attorneys are licensed to practice in Rhode Island, Massachusetts, Connecticut Illinois and Florida
Trust and Estate Administration
We represent and advise executors, administrators and trustees in the administration of trusts and estates. We offer professional trust administration services for all types of trusts to individual trustees to ensure proper management of the trust and to minimize the liability of the trustee. Our services include financial record keeping, preparation of accountings and federal and state fiduciary income tax returns. We are highly skilled in the preparation of estate tax returns for large and complicated estates. Our experienced professionals work closely with you through the entire probate and estate settlement process. We perform all estate administration services, from the appointment of the executor or administrator to completion of all necessary tax filings and coordination of the final distribution of assets to the appropriate beneficiaries. When clients require professional trust administration, Our attorneys occasionally serve as executor and trustee, applying the same careful approach he brings to all client matters.
Estate and Tax Planning
At Marshall Law Offices, we develop and execute sophisticated estate plans tailored to meet your specific goals. Our Firm is highly skilled in the creation of wills and trusts, and in all aspects of income, gift and estate tax planning. Our Firm's legal professionals provide careful guidance through many complex legal and financial issues and structure plans that create a clear path to carry out your vision for the future.
Charitable Planning
Helping the charitable causes you care about can be an important part of your legacy. We have the tools to assist you in achieving your charitable goals while integrating tax saving charitable planning techniques into your estate plans using entities such as charitable trusts and private foundations.
Business Succession Planning
For many business owners, succession planning can be a complicated and even a delicate task, particularly in light of the emotional issues and family dynamics that are often involved. We have the experience and skills to guide you, your family and/or your colleagues through the process of transitioning business ownership and responsibility in a prudent manner. As an integral part of the process, we develop effective strategies to address future or current tax liabilities related to ownership changes.
How It Works
Our streamlined process is designed to provide clarity and confidence at every step. From the initial inquiry to final implementation, we guide you with clear communication and tailored solutions to meet your unique needs.
Getting to Know You
We begin by exchanging key information to understand your situation and determine if we're the right fit for your needs. During this phase, we provide insights about our approach while learning about your goals and circumstances, ensuring a productive relationship from the start.
Consultation & Recommendations
After establishing potential fit, we meet to discuss your specific objectives and concerns in detail. We explore appropriate strategies and develop a tailored approach to address your unique needs. This collaborative discussion concludes with a clear path forward and formal engagement.
Design & Implementation
We draft comprehensive planning documents based on our agreed strategy, then guide you through a thorough review process. Once you are confident in your plan, we finalize all necessary documentation and assist with proper execution, funding, and implementation to bring your estate plan to life.