Welcome to The Law Offices of
Jeffrey G. Marsocci, PLLC

The Law Offices of Jeffrey G. Marsocci, PLLC specifically handles Life and Estate Planning and Corporate Law, concentrating on Trust and Business Planning to grow, protect, and transfer the assets of our clients according to our client’s wishes.

Whether you need simple wills, an asset protection trust, or complex estate tax planning, our firm is here to help.

Seminars and Workshops

  • Thursday September 2, 2010 6:30 p.m. "Everything You Need to Know About Dying Legally But Didn't Want to Ask. A Humorous Look at Legal Estate Planning With Plenty of Lawyer Jokes."
    This irreverent but informative presentation will review the basics of Wills, Trusts, Powers of Attorney and other planning techniques, as well as making fun of attorneys, politicians, and the law. Topics will include What happens to your stuff if you pass on without a written plan, and how attorneys want a piece of the action; Typical planning goals and why 85% of the population fails to plan; Biggest planning mistakes and why attorneys love them; and plans that work and why attorneys hate them. Held at The Team Nimbus Center, 3801 Computer Drive, Raleigh, NC 27609 6:30 p.m. Light refreshments to be served, and a complimentary, autographed copy of Mr. Marsocci’s book The Anti-Probate Revolution to be provided to all attendees. RSVP to Kathleen Marsocci at (919) 844-7993.
  • Tuesday September 14, 2010. Estate Planning Presentation.
    Estate planning presentation in conjunction with Infinity Retirement in Asheville. Call (828) 681-8574 to request an invitation.
  • Tuesday September 14, 2010. Estate Planning Presentation.
    Estate planning presentation in conjunction with Wall & Co in Asheville. Call (828) 651-9617 to request an invitation.
  • Wednesday September 15, 2010. Estate Planning Presentation.
    Estate planning presentation in conjunction with Wall & Co in Asheville. Call (828) 651-9617 to request an invitation.
  • Thursday September 16, 2010 Estate Planning Presentation
    Estate planning presentation in conjunction with Olympic Golden Retirements in Greensboro area. Call (800) 783-5923 x80 to request an invitation.
  • Tuesday September 28, 2010 Estate Planning Presentation
    Estate planning presentation in conjunction with Olympic Golden Retirements in Greensboro area. Call (800) 783-5923 x80 to request an invitation.
  • Tuesday September 28, 2010 7:00 p.m. "Special Needs Trusts: The RIGHT way to support your child."
    One of the most critical areas of life and estate planning is providing protection for special needs children and beneficiaries. In supporting the needs of children and adults dealing with physical and mental challenges, the U.S. government is pretty good when compared to many other nations. However, the government is also very stringent in making sure that the person receiving support has no other means of support. This often leads to a quandry because parents and other relatives want to provide support in their estate planning documents, but parents know all too well that this well-intended support can quickly lead to a benefits being cut off until all of the inherited money is spent. The answers to these questions and more will be answered. Tuesday September 28 in Raleigh at 7:00 p.m. Please RSVP to Kathy by calling (919) 844-7993.
  • Thursday September 30, 2010 Estate Planning Presentation
    Estate planning presentation in conjunction with Olympic Golden Retirements in Greensboro area. Call (800) 783-5923 x80 to request an invitation.

Fall Season Brings Reflections

It’s that time of year again… a flood of articles in newsletters that begin with “It’s that time of year again.” But, seriously, this Fall marks a few milestones for the Marsoccis as well as some new opportunities. It was ten years ago that Jeffrey and Kathleen Marsocci created the third Kiwanis Young Professionals Club in the world, and it now stands as the oldest Kiwanis Young Professionals Club in the world still in existence. It is also the time when they started working with the Kiwanis sponsored leadership program Circle K at NC State, and met some amazing friends that are still with us today.

Planning Provides Choices

“Estate Planning is the passing on of assets from one generation to the next.” That’s the polite definition. Another definition is “Estate Planning is the processes taken and documents created to ensure your family, friends, and loved ones aren’t set adrift on a bleak and stormy ocean of argumentative indecision, financial ruin, and endless bureaucratic night terrors because you didn’t have the right documents in the right place at the right time.”

Prop 8 Ruling on Hold but Many Marriage Rights Already Available

While marriage equality in California is once again on hold pending appeal, many of the rights domestic partners associate with marriage remain available through private, legal planning. The right combination of a trust, powers of attorney, and a domestic partnership property agreement can provide partners with rights superior to those provided by a state marriage certificate.

Featured Testimonial

"These guys are the best. I needed life and estate planning and the Law Offices of Jeffrey Marsocci took great care of me. I would recommend them in a second! Thanks!"

- by Geoff J