Integrity, Excellence and Trust
MARSHALL LAW OFFICES Ltd. is a law firm based in Warwick, RI, focused on serving the needs of affluent individuals, couples, and families throughout southern New England. Our firm is dedicated to helping clients manage their wealth and pass it on to future generations through personalized and high-quality legal services. Our experienced legal professionals work closely with clients to develop and implement customized strategies that meet their unique goals and navigate complex circumstances. At MARSHALL LAW OFFICES Ltd., we care about our clients' future and are committed to preserving their legacy.
Guiding Principles: Integrity, Excellence, and Trust
At MARSHALL LAW OFFICES Ltd., our guiding principles are integrity, excellence, and trust. We strive to uphold these values in every engagement and interaction with our clients. We believe in building long-lasting relationships with our clients by gaining a deep understanding of their long-term goals and unique personal or family circumstances. Our personalized approach allows us to provide tailored legal solutions that achieve our clients' objectives and meet their needs.
Our Practice Areas
MARSHALL LAW OFFICES Ltd. specializes in estate planning and the protection of assets. We provide a wide range of legal services in the following areas:
- Estate Planning and Protection of Assets: Our firm develops and executes sophisticated estate plans tailored to meet our clients' specific goals. We are highly skilled in the creation of wills and trusts, and in all aspects of income, gift, and estate tax planning. Our legal professionals provide careful guidance through complex legal and financial issues and structure plans that create a clear path to carry out our clients' vision for the future.
- Business Succession Planning: For many business owners, succession planning can be a complicated and delicate task. MARSHALL LAW OFFICES Ltd. has the expertise and skills to guide clients, their families, and/or their colleagues through the process of transitioning business ownership and responsibility in a prudent manner. We develop effective strategies to address future or current tax liabilities related to ownership changes.
- Charitable Planning: Helping clients support the charitable causes they care about can be an essential part of their legacy. MARSHALL LAW OFFICES Ltd. has the tools to assist clients in achieving their charitable goals while integrating tax-saving charitable planning techniques into their estate plans using entities such as charitable trusts and private foundations.
- Trust and Estate Administration: MARSHALL LAW OFFICES Ltd. represents and advises 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 minimize the liability of the trustee. Our services include financial recordkeeping, asset management, income distribution, and tax return preparation.
Our Professionals
MARSHALL LAW OFFICES Ltd. is staffed with legal professionals who have decades of combined experience in developing sophisticated estate and business planning strategies, administration of complicated estates and trusts, and income, gift, and estate tax planning. Our team includes Jason P. Marshall, Darah L. Schofield, Tricia Halloran, Kristin M. Capalbo, Betty Jean Pinto, Robert J. Tyler, Denise Perkins, and Maria Blair. Our professionals have a deep understanding of the legal and financial issues that our clients face and are dedicated to providing personalized, high-quality legal services.
The Personal Touch
At MARSHALL LAW OFFICES Ltd., we believe that estate planning is more than simply completing legal documents. We take a personalized approach to gain a deep understanding of our clients' long-term goals and unique personal or family circumstances. Our personal touch is geared toward developing long-lasting relationships with our clients. We encourage clients to revisit their planning documents after major life changes to ensure that everything is still in harmony with their new reality.
In conclusion, MARSHALL LAW OFFICES Ltd. is a law firm dedicated to preserving and protecting our clients' legacy. Our experienced legal professionals provide personalized and high-quality legal services in estate planning, protection of assets, business succession planning, charitable planning, and trust and estate administration. At MARSHALL LAW OFFICES Ltd., we uphold our guiding principles of integrity, excellence, and trust, and provide the highest quality services with a personalized approach that only a small office environment can provide.
