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.

Click Here to Download Our Will Package Questionnaire.

Seminars and Workshops

  • Monday July 26, 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. Monday June 14th held at the meeting room of LearningRx of Cary, 3400 220 Towne Village Drive Cary at 7:00 p.m. Please RSVP to Kathy by completing this form or calling (919) 844-7993.
  • Thursday August 5 - Sunday August 8, 2010 Providence, RI
    Facilitating a Youth Leadership Development for High School based GSAs workshop at The National Gathering
  • Tuesday August 10, 2010 Estate Planning Presentation
    Estate planning presentation in conjunction with Infinity Retirement in Asheville. Call (828) 681-8574 to request an invitation.
  • Wednesday August 11, 2010 1pm Estate Planning Presentation
    Estate planning presentation in conjunction with Wall & Co in Asheville. Call (828) 651-9617 to request an invitation.
  • Thursday August 12, 2010 1pm Estate Planning Presentation
    Estate planning presentation in conjunction with Wall & Co in Asheville. Call (828) 651-9617 to request an invitation.

The Perpetual Family Legacy Strategy Unveiled at National Conference

July 20th, 2010 | Company News | No Comments »

On July 20, 2010, The Law Offices of Jeffrey G. Marsocci, PLLC unveiled a new estate planning strategy at The Estate Plan’s annual Advanced Institute in Reno, NV that can provide a family’s descendants with perpetual wealth forever. The Perpetual Family Legacy Strategy™ uses a combination of trusts in conjunction with life insurance to magnify wealth generation, after generation, after generation, without any time limit.

Henry W. Abts III (1929 – 2010)

July 20th, 2010 | Company News | No Comments »

If you are truly fortunate in life, you will get to personally know someone who is a visionary leader. Someone who sees a wrong and, no matter the cost, steps forward to right that wrong. A person who believes and brings others to believe in a dream that can merge opportunity, efficiency, and excellence. But [...]

Outsourcing Non-Legal Estate Planning Functions

July 7th, 2010 | Company News | No Comments »

Probably more than any other area, solo and small firm attorneys are looking to “outsource” as much estate planning work as cost-effectively possible. That is while still complying with ethical rules, the law, and the commitment to their clients. In larger firms where other areas of law pick up the slack, this is not as [...]

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