Joseph R. Marion  III - Adler Pollock & Sheehan P.C.

Joseph R. Marion III

Listed in Best Lawyers since 2013

An experienced estate planning attorney, Joseph is a frequent lecturer on estate and long term care planning issues and conservation easements. His areas of practice include estate and income tax planning, business succession planning, conservation easements, long-term care planning, probate and trust administration, special needs planning and real estate conveyancing. Prior to joining Adler Pollock and Sheehan, Joseph was an associate at Burns & Levinson in its Providence, Rhode Island and Boston, Massachusetts Offices. He often counsels clients on estate and income tax savings techniques including the most tax efficient ways in 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.

University of Rhode IslandBA 1995Roger Williams UniversityJ.D. 1998

Office Location

One Citizens Plaza, Eighth Floor
Providence, RI 02903-1345
United States

Practice Areas

Trusts and Estates