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Joseph R. Marion

Updated: August 5th, 2020 | Providence | Lawyer List J | Adler Pollock & Sheehan P.C. | Tax,

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Address: One Citizens Plaza, 8th Floor, providence, RI, 02903
Law Firm: Adler Pollock & Sheehan P.C.
Phone: 401-274-7200
Fax: 401-751-0604
Website: http://www.apslaw.com

First Year of Call
Areas of PracticeTax
DescriptionAn experienced estate planning attorney, Joseph is a frequent lecturer for the Boston Bar Association and the Rhode Island Bar Association on estate and long-term care planning issues and land conservation planning. His areas of practice include estate and income tax planning, business succession planning, land conservation planning, long-term care planning, probate and trust administration, special needs planning and real estate conveyancing.Joseph often counsels clients on estate and income tax savings techniques including the most tax efficient ways which to transfer wealth and family businesses through multiple family generations. He also helps families preserve assets through advance planning for their long-term care needs. He frequently represents trustees and banks in their service as fiduciaries in the settlement of complex estates and beneficiary disputes. HonorsSelected by his peers for inclusion in The Best Lawyers in America in the field of Trust & Estates in 2013-2021. Professional Excellence in the Law, Wills Trusts and Estates, Rhode Island Monthly 2019 and 2020. Recognized as a JD Supra Top Author in the JD Supra 2017 – 2020 Readers’ Choice Awards. Named by Rhode Island Monthly and Rhode Island Business Quarterly as a 2011-2014 Five Star Wealth Manager. Selected as a 2014-2020 Rhode Island Super Lawyer and as a Rhode Island Rising Star 2011-2013 by the publishers of Super Lawyers. In the CommunityRhode Island Planned Giving Council. Past Member, Board of Directors, The James L. Maher Center. Little Compton Community Center, Board of Directors (1997-2007). Little Compton Agricultural Conservancy Trust, Vice Chairperson (1998-2007). Seminars / PublicationsUSLAW NETWORK’s Virtual Retreat Short Takes Video, Trusts, Estates and Business Planning for 2021 and beyond. Wills and Trusts 101, National Business Institute, June, 2019. Rhode Island Professionals Day, Speaker, Partnering with a Corporate Fiduciary, sponsored by The Financial Planning Association of R.I., The R.I. Chapter of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors, May 10, 2019. Estate Planning Update, AP&S Seminar, April, 2019. Marcum Accountants and Advisors, Speaker for Year End Tax Seminar, November, 2018. Lifespan Planned Giving Society, Featured Presenter, May 2018. Sole presenter, The Future of Special Needs Trusts Under the Affordable Care Act, NBI, November, 2015. Advanced Family Law, NBI, September 20, 2014. Top Estate Planning Techniques, NBI, June 6, 2013. Financial Planning Association of Rhode Island- Planning for Special Needs Beneficiaries, April 9, 2013. Donors Remorse- Reversing 2012 Gifts, Boston Bar Association, February 22, 2013. Estate Planning Update, Rhode Island Society of CPAs, January 19, 2012. Sophisticated Probate Strategies, NBI, December 9, 2012. Moderator, 2011 Rhode Island Estate Planning and Elder Law: A Review of New Federal and State Estate Tax and Medicaid Qualification Changes, Rhode Island Bar Association Annual Meeting, June 8, 2011. Don’t let Taxes Decide your Business’ Future, Providence Business News, June 15, 2009. Long-term Care Planning Essential in Tough Times, Providence Business News, November 17, 2008. Rhode Island Forest Conservator’s Organization, Inc, Seminar, December 12, 2011. Demystifying Asset Protection Vehicles, NBI, April 17, 2008. BlogShh! This is a Silent Trust – Let’s Keep it QuietBy Joseph R. Marion, III and David T. Riedel on January 25, 2021 Insight on Estate Planning BlogGenerally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets….Posted In: Estate Plan , Last Will & Testament , Silent TrustConsider All the Angles of Joint OwnershipBy Joseph R. Marion, III and David T. Riedel on January 4, 2021 Insight on Estate Planning BlogEstate planners generally tout the virtues of owning property jointly – and with good reason. Joint ownership offers several advantages…Posted In: Estate Plan , Joint Ownership , Last Will & Testament , Trusts & EstatesEstate Planning Pitfall: You’ve Named the Wrong ExecutorBy Joseph R. Marion, III and David T. Riedel on December 21, 2020 Insight on Estate Planning BlogMaybe you thought that a member of your immediate family – perhaps your spouse or oldest child – would serve…Posted In: Estate Plan , Last Will & TestamentDoes a Qualified Charitable Distribution Make Sense This Year?By Joseph R. Marion, III and David T. Riedel on December 7, 2020 Insight on Estate Planning BlogA unique provision in the tax code allows certain transfers, made directly from a traditional IRA to a qualified charitable…Posted In: Estate Plan , Gift Tax , QCD , Trusts & EstatesNo Free Lunch For the Sandwich GenerationBy Joseph R. Marion, III and David T. Riedel on November 24, 2020 Insight on Estate Planning BlogAre you part of the sandwich generation? This is the name given to people caught in the middle between caring…Posted In: Estate Plan , Trusts & EstatesFAQs About QPRTsBy Joseph R. Marion, III and David T. Riedel on November 9, 2020 Insight on Estate Planning BlogHave you considered transferring ownership of your home to a trust? By using a qualified personal residence trust (QPRT), you…Posted In: Trusts & EstatesIs Now the Right Time to Forgive Intrafamily Loans?By Joseph R. Marion, III and David T. Riedel on October 27, 2020 Insight on Estate Planning BlogWhether you made intrafamily loans years ago or perhaps this year in response to a loved one’s financial troubles due…Posted In: Estate Plan , Gift TaxEstate Planning Pitfall: A Significant Portion of Your Wealth is Concentrated in a Single StockBy Joseph R. Marion, III and David T. Riedel on October 6, 2020 Insight on Estate Planning BlogIt’s been said repeatedly: Don’t put all your eggs in one basket. Yet many individuals often disregard this adage. And…Posted In: Estate Plan , Last Will & TestamentThe CARES Act: Recent Tax Law Changes May Affect Your Estate PlanBy Joseph R. Marion, III and David T. Riedel on September 22, 2020 Insight on Estate Planning BlogThe Coronavirus Aid, Relief and Economic Security (CARES) Act is designed to provide tax relief to individuals and businesses struggling…Posted In: CARES Act , Estate PlanBreathe New Life Into a Broken Trust By Decanting ItBy Joseph R. Marion, III and David T. Riedel on September 9, 2020 Insight on Estate Planning BlogBuilding flexibility into your estate plan using various strategies is generally advised. The reason is that life circumstances change over…Posted In: Estate Plan , Irrevocable Trust , Last Will & Testament , Trusts & Estates The Latest10.16.20 / NewsJoseph R. Marion, III and Leslie D. Parker Appear in USLAW NETWORK’s Virtual Retreat Short Takes Videos10.13.20 / News26 AP&S Attorneys Named to Super Lawyers and Rising Stars 202008.20.20 / News27 AP&S Attorneys Selected for 2021 Edition of Best Lawyers in America06.05.20 / NewsAP&S Attorneys Receive RI Monthly’s Professional Excellence Award
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Adler Pollock & Sheehan P.C.

With offices in Providence, Rhode Island, Boston, Massachusetts and Bristol, New Hampshire, Adler Pollock & Sheehan P.C. is a full service law firm offering a wide variety of practice areas ready to handle all the legal needs of clients. AP&S successfully combines the depth and breadth of expertise of a large law firm with the responsive and direct personal service by partners found in smaller firms. For nearly 50 years, the firm’s ability to cre…

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